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Analitik İncelemeler

30.11.2020 12:00
Markets expect stability, but chances are slim
Biden's victory spurred the growth of commodity and export-oriented currencies against the dollar, as the financial and political world hopes for an end to the trade wars. However, Trump still has time before the end of his term, and his administration will have time to implement several decisions t...
23.11.2020 12:00
Markets are waiting for a vaccine for problems
USA Time for Trump's psychosis and cheating to refute the election results is coming to an end we are waiting for Joe Biden's formal statement about moving to White House. Donnie disagrees with the failure of the election, but his ambitions are grandiose. Trump intends to fight for a Republican...
16.11.2020 12:00
World continues to hurt, but logic returns to markets
The much-touted high potency of the vaccine from Pfizer and BioNTech has had more positive impacts on the markets than one might imagine, but being overly optimistic today could be a big failure tomorrow. If further trials of the vaccine show weaker results and/or difficulties arise in its productio...
09.11.2020 12:00
Youre fired, Mr. Trump! America made a choice
Trump lost the battle for a second term, but this is his fault. Even if we take into account that the average American voter is indifferent to foreign policy and almost does not notice economic reforms, the country did not forgive the president for the failure of the fight against the coronavirus (2...
02.11.2020 12:00
Cowboys vs Indians: American League Superfinal 2020
From the events of the past week, we note: ECB & Euro The policy remains unchanged, but public documents indicate the possibility of adjusting monetary stimulus at the December meeting after the formulation of new forecasts and a reassessment of the risk balance for the outlook. Lady Christin...
26.10.2020 12:00
Trump or non-Trump: other topics are not in trend
A «soap opera» is underway to reach an agreement on a fiscal stimulus package involving the Trump administration and Democrats. Promises of a compromise have supported the US stock market for quite some time, which was beneficial to Trump. However, Speaker Pelosi's statement about the lack of full a...
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 just 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 ...