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19.10.2020 12:00
London is ready to stake one’s all, but already loses
So … Brexit The downgrade of Britain's global rating by Moody’s agency confirms the complete failure of the foreign and domestic policy of the Johnson government. As expected, the EU leaders' summit decided that the current progress is not enough to start the final «tunnel» negotiations, the ...
12.10.2020 12:00
Yuan vs Dollar or the Biden factor: everything is only beginning
Markets did not react to the publication of the FRS protocol, although the document can be considered quite aggressive. Nevertheless, if Congress passes a fiscal stimulus package, it should be borne in mind that the Fed's policy may be more stringent than investors currently expect. Trump's behavio...
05.10.2020 12:00
COVID does not recognize regulations
So... USA September NFP came out mixed, with below-forecast job growth offset by falling unemployment rates. However, this is a double negative for the market, as the slowdown in the rate of return to work harms the stock market, and the fall in unemployment rates does not allow counting on ne...
28.09.2020 12:00
Angels and Demons are dividing the world again
The result of Powell and Mnuchin's speeches in the US Congress can be considered the intensification of negotiations on new fiscal stimulus, which could give $1-3 trillion. to restore the economy. Trump has publicly agreed to $1.52 trillion, the final Democratic bill is demanding $2.4 trillion, but ...
21.09.2020 12:00
Panic is irrelevant or how to survive in the viral market
So, … FRS Federal Reserve will not tighten monetary policy until US returns to its highest employment and inflation rate of 2%. There is still no understanding of how strong and for what specific period inflation should exceed 2.0% for the Fed to begin discussing the feasibility of raising rat...
14.09.2020 12:00
Scandal as method of solving problems: effective, but dangerous
The main pain points of the past week: Britain The Johnson government has submitted a draft Internal Market Law to parliament for parliamentary consideration, keywording of which violates Britain's commitments to the EU already enshrined in the Brexit agreement. In particular, this applies to ...
07.09.2020 12:00
Time to take risks or stop sitting in ambush!
The S & P500 plunged 3.5% amid a collapse in tech stocks: Apple declined 6.6%, Tesla declined 7.7%, Nvidia declined 9.3%, and Dow Jones lost 0.56%. These problems have not yet caused significant volatility in related markets, with the exception of active oil futures: on Friday, WTI and Brent lost mo...
31.08.2020 12:00
The show continues, but COVID and Trump are not relevant yet
Let us recall the important events that the markets «pleased» us with at the end of last week: Powell's speech at the Jackson Hole Summit The head of the FED announced a change in priorities and adjustments to the goals of the Fed's dual mandate on inflation and employment. Now the FED will fo...
24.08.2020 12:00
War is peace, peace is war, and who and with whom does not matter
Despite 3 million people infected with COVID-19 and the trade war with China, the presidential election is the main informational topic in the United States. Coronavirus briefings simply disappeared. For Trump, the state of conflict with states, politicians, journalists or business is a completely c...
17.08.2020 12:00
Market is looking for a vaccine against problems, so far no luck
Let's note only the key points: USA Negotiations between Republicans and Democrats on a new stimulus package have suffered another fiasco. Democrats are demanding that mail-order funding be included in the stimulus package, something Trump is trying to prevent. Donald believes that the speaker...