All posts by bsuper

  • 21
    Sep 2018

    Trading the Dollar as Trade War Looms

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    As the trade war between the world’s biggest and second biggest economies intensifies, leaders of both the US and China seem determined to continue to slap tariffs on each other, most likely fearing the loss of “face” among people in their respective home countries. This past Tuesday, a new round of tariffs was announced by

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  • 19
    Sep 2018

    Can Theresa May save the pound?

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    All eyes will be on British PM Theresa May as she makes her way to Salzburg today to address EU leaders over dinner this evening. This informal summit is considered a turning point for Brexit: will the UK be able to pull the ultimate deal (single market access and frictionless trade, minus free movement of

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  • 6
    Sep 2018

    Week Ahead: 10th September 2018

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    As we begin to think about a new week, last week’s sharp sell-off in emerging market assets, developed market equities, particularly tech stocks, remains in focus. Although risk sentiment had picked up by the end of the week, it highlights a fragility in the markets, and this could be the first of many risk off

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  • 5
    Sep 2018

    Is market sentiment brightening?

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    There are tentative signs that this week’s risk sell off, particularly in emerging markets, could be taking a breather. The Argentinian equity index rose more than 4% on Wednesday, and the Brazilian index is up some 0.5%. The Istanbul index is also up more than 1% on Thursday, which is symbolic since Turkey was the

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  • 5
    Sep 2018

    As we move into the autumn months, it’s worth looking more closely at the US stock market, which appears to have disconnected from other risk markets. For example, Amazon made a fresh record high on Tuesday and became another trillion-dollar company. In contrast, the South African rand is close to a record low and has

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  • 5
    Sep 2018

    Is the EM FX sell off overdone?

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    Emerging markets are in focus for another day. The South African rand made a fresh 2-year intraday low versus the USD and is now more than 4% lower since Monday. Contagion has taken hold, and emerging market FX is a sea of red today, this has also spread to the emerging market equity space, with

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  • 3
    Sep 2018

    Why US equities could continue to outperform

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    Markets across the board are struggling with uncertainty on Thursday, and US equity futures are all pointing lower at the time of writing. Events weighing on investors include, the continuing trade dispute between the US and Chin, which has flared its head once again, and the as yet unsigned Nafta deal is also leaving investors’

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  • 31
    Aug 2018

    Forex Trading Opportunities in September

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    While the past month has largely seen continuation of trends across both currencies and metals markets, September is currently setting up to become a possible turning point for several trading assets, including the S&P 500 in the US, gold, and the US dollar. Breakout in the S&P 500 Over the course of August, we have

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  • 31
    Aug 2018

    3 Tips to Improve Your Trading Mindset

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    In trading, mentality is one of the most important ingredients for success. Without the right mindset, the motivation, and enough “emotional capital,” it simply becomes impossible to succeed at this game. It’s for good reason that you often see former top athletes, special forces soldiers, and other high-performers becoming some the most successful traders and

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  • 31
    Aug 2018

    September Trading Insights from David Long

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    Yet another testing month is behind us. With the US dollar still stuck in the range between 95.20 and 93.40. Commodities fell early on in the month thanks to trade war escalating, but as the war disappeared from headlines the commodity market found a floor. Gold has been sideways for last week or so and

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