January 19, 2020

Last week global stocks closed on a positive note, with U.S. stocks at a record high. Courtesy of better-than-expected economic data, excellent corporate earnings from U.S. banks and the completion of the “phase-one" deal....

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January 12, 2020

Happy new year! Thanks to all our great readers who inspired, supported and guided us in 2019. We are happy to begin our 2020 weekly commentary for you. Last week, major indices closed near their record high after a volatile start in 2020. Time flies for both market and life. A week ago, the world …

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December 22, 2019

With last week’s positive close, Global stocks are set to finish the year strongly. December 2018's pain was 2019's gain. The S&P 500 has now posted its 31 all-time high in 2019, returning 31% for the year. Technology contributed the most towards S&P 500’s winning streak. So, what is behind this sizable swing of the …

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December 15, 2019

Last week, global stocks finished in a positive territory with U.S. stocks at fresh record high –a courtesy to trade, Brexit and Fed policy, i.e. the three main market narratives in 2019. U.S. and China reached a "phase-one" trade deal, in terms of an agreement to suspend planned tariffs from both sides....

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December 08, 2019

Last week, global stocks recovered majority of their losses, and U.S. stocks had the best daily gain in over a month on Friday. International stocks outperformed domestic ones, as global manufacturing PMI, which is the important factor for global growth, improved for the fourth straight months....

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December 01, 2019

Last week, major global indices closed in positive territory with U.S. stocks reaching another all-time high. Having passed "Thanksgiving", in our view, is a good opportunity to focus on things that we're thankful for....

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November 24, 2019

Last week global stocks declined modestly, having taken a breather after nearly six weeks of consecutive advances. Mixed headlines from U.S.-China trade deal left investors in an unknown whether a "phase one" trade deal is possible in 2019....

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November 17, 2019

Last week, global stocks finished mixed, with U.S. stocks at another record high. Market reacted mostly to the U.S.-China trade negotiation as global economic data remains mixed. Eurozone GDP was better than expected, while October industrial production and retail sales in China were softer....

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November 10, 2019

Last week, global stocks extended their recent gains, for the fifth consecutive week. Better than expected corporate earnings were the pillar of support for the broad market rally. 78% of companies exceeded consensus and beat all estimations, which reflects a resilient economy....

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November 03, 2019

What a week! Last week global stocks finished in positive territory, with U.S. stocks at fresh record high. Markets were whipsawed by contradictory news: manufacturing data looked soft, but jobs figures were strong. Thursday brought pessimism about a possible Sino-U.S. trade deal. And that gave way to optimism on Friday, as China indicated that both …

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October 27, 2019

Last week global stocks finished higher for the third straight week. Thanks to better than feared earning results and good vibes from U.S.-China as they are finalising parts of the “first phase” of the trade deal. Brexit is the only uncertainty in town, although a no-deal Brexit is out of sight, in our view....

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October 20, 2019

Last week, global stocks finished modestly higher. Thanks to better than expected earnings and optimism over Brexit deal. The third quarter earnings kicked-off last week with major American banks having reported solid earnings contrary to fears of bearish investors....

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October 13, 2019

Last week global stocks rose, thanks to optimism about U.S. and Chinese officials showing willingness to reduce their tensions, i.e. finding a solution for a truce on additional tariffs. Sino-American trade war, Federal Reserve’s rate rise and Brexit can be named as the three main challenges for the equity market, this year....

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October 06, 2019

Last week, global equities fell for the third consecutive week – a reaction to disappointing economic data and a new round of tariff announcement. Global market lost about 2.5% after U.S. manufacturing data pointed to a slump in the sector....

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September 29, 2019

Last week, global stocks ended lower as politics attracted investors attention. In U.S. democrats announced the initiation of President Trump impeachment, after Trump pressured the President of Ukraine to investigate former Vice President Biden during phone conversation....

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September 22, 2019

Last week global stocks finished slightly lower after three straight weeks of gains. The main events that captured investors' attention were: Firstly, the attack last Sunday on key oil infrastructure in Saudi Arabia, which resulted in a 19% spike in oil price....

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September 15, 2019

Last week global stocks advanced near to their record high. Optimism about trade talk, better than expected economic data and supportive central bank policies boosted investors’ confidence. There is a chance for an interim Sino-American trade deal, as China announced that it would exempt some U.S. products from its tariffs and increase its agricultural purchases …

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September 08, 2019

Last week, the unofficial end of summer, global stocks finished higher, with S&P 500 shy away from its record high. Thanks to the recent news of U.S.-China trade talk continuation in Washington scheduled for next month....

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September 01, 2019

Last week global stocks managed to finish the volatile month of August in a positive mood. Optimism about the U.S.-China trade tension i.e. a pause on further escalation, and strong economic data were amongst the main reasons for last week’s stock rally. Global uncertainty is at its peak of the last 10 years....

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August 25, 2019

Last week global stocks finished mixed, with U.S. in red and most of the Europe in just positive territory. Stocks were on track to finish a great week, until China unveiled a new round of retaliatory tariffs, i.e. imposing 5%-10% tariffs on $75 billion of U.S. goods, effective from Sep 1st and Dec 15th....

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