Direction of stocks, exchange rates, and commodities after the U.S.–Germany summit 〜 Tetsu Emori's e-newsletter
In the last issue, we 소개ed the interpretation after the US-UK summit by active professional trader
Shima Rikio’s newsletter,
but this time we will examine the market after the summit not only in FX but also in stocks, currencies,
commodities, bonds, etc., from a comprehensive investment analysis by
Emori Tetsu’s newsletter.
Emori Tetsu is a professional strategist
and also runs his own investment firm.
Each time he sends a truly detailed long email
with thorough explanations.
From a friend in the investment circle, I’ve heard that
people around him sayhe is exceptionally skilled at market analysis
and that he is highly regarded for his market analysis.
If you look at the content of his emails,
you can see that they are quite detailed and
provide a comprehensive explanation across investments.
I mainly focus on FX, but by reading his newsletter on stocks, bonds, etc.,
I feel that I can absorb more and more knowledge.
Excerpt from the newsletter↓↓
Tetsu Emori Real Trading Strategy, March 20, 2017, 08:00
Distributor: ECM
〔EQUITY MARKET〕
U.S. stocks moved in a mixed pattern. With U.S. interest rates falling, financial stocks declined as the Dow slipped slightly while the Nasdaq rose. After passing notable events like the FOMC, it seems major stocks are less likely to be bought. Also, the inflation outlook from the University of Michigan for 1 year and 5 years ahead fell from the previous month, reducing U.S. long-term rates. As a result, there are concerns that profit margins will narrow, leading to declines in financial stocks. On the other hand, with rates lower, relatively high-dividend stocks become more attractive, providing support at the lower levels. President Trump’s meeting with Chancellor Merkel did mention trade policies, but nothing new and market impact was limited. Meanwhile, markets are closely watching the fate of the health care reform (ObamaCare) repeal and replacement bill. If this debate drags on, there is concern that tax reform expected by the market could be delayed, attracting attention. … (omitted)
After the summit with Merkel, the press conference touched on trade policy but offered nothing novel, and the market impact was limited. On the other hand, markets seem to be focusing on the fate of the healthcare reform (ObamaCare) repeal, with concerns that delays could push back tax reforms that markets expect. … (omitted)
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Here is the continuation of Emori’s analysis explaining the direction of the market after the US-UK summit.
Click here for the continuation of Emori’s notable newsletter↓↓
http://fx-newstart.com/tetsu-emori-0320
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