In addition to the Coronavirus (CoV) development, there are many geo-political events happening including but not limited to the Italian elections and the U.S. Embassy attack. It is difficult to assess the effects of these on the financial markets and economy. Overall suggesting patience to see how things evolve in this regard. The Bank of Read more »
Major central banks are not likely to do much change to existing monetary policies this week. There is likely to be a lift in the euro as some outstanding trade issues between Europe and the U.S. get some resolution. Europe will likely see some capital inflows as it moves towards fiscal stimulus, something that is Read more »
The current theme in the equity markets is a relative value play; likely able to get better value outside of the the U.S. equity markets. Copper and the industrial metals are indicating likely infrastructure-based fiscal stimulus – likely to be from countries outside of the U.S. as the U.S. is not likely to have infrastructure-based Read more »