Chris Temple joins me for a discussion on the phase-one trade deal and what it means for markets, sentiment, and the possibility of a phase-two deal in the future. We focus a lot on markets and the other factors continuing to dive the indexes higher.
Chris Temple joins me to wrap up the markets today with comments on the jobs data that disappointing and what could happen on the trade front at next week’s meeting/signing. The markets sold off into the close but in no way have traders rushing for the exits.
Chris Temple joins me to wrap up the markets for today. We look past the short term moves on the back of war fears to determine the overall trends for a wide range of markets. We can not ignore the trade wars and central bank policies but there are some other factors that will take hold this year.
Kicking off today with Chris Temple and his thoughts on the war headlines driving markets today. The US ordered airstrikes in Iraq killing Iran’s top commander General Qassim Soleimani. Now the world is all waiting to see what the response will be. The market reaction is risk on selling off and risk off moving strongly higher. Just how sustainable are these moves going to be?
We also touch on the ISM and GDP numbers that were released this morning and overall disappointed.
Chris Temple joins me to chat about the news events and market moves to start the new year. We discuss the new stimulus out of China and relate it all to the move higher in markets and some safe havens. The US dollar is bouncing but it will take a lot to regain the uptrend.
With US markets up over 25% this year it’s hard to predict a similar outcome for next year. Chris Temple joins me to outline the drivers this year and what the keys will be for next year. Everyone is predicting a more volatile year but that can come in many forms.
The moves in gold (higher) and the USD (lower) over the past broken up trading week cold be shedding a light on what we could see develop in 2020. Chris Temple joins me to outline what traders are predicting for next year and what has to actually happen for the moves in both gold and the US dollar to continue and break key levels.
There’s no denying that the US markets have been on quite the run to close out 2019. Whether we attribute it tot he Fed injecting capital into the repo market or some better trade comments a lot of money that was on the sidelines is now in the equity markets.
Chris Temple joins me for a discussion focused on the overall health of the markets while also touching on volatility as the VIX is below 12 today. As much as the markets should have a very natural pullback optimism can carry these things way further than expected.
Chris Temple joins me to recap the news overnight of a possible signing of the Phase 1 trade deal and push back of the December 15th tariffs. Depending on what headlines you read you might have thought that a deal was signed. However no deal has been signed and markets are all over the place. We also touch on the UK election which make a Brexit much more likely in the near term.
Chris Temple wraps up today with a recap of the Fed statement, Powell’s press conference, and the trade focused tweets from the President today. While it seems like nothing can stop the run higher in US markets it is important to note what some of the other markets are doing heading into 2020. We also comment on inflation because that is dominating headlines ever since the Fed meeting yesterday.