The biggest conversational topic today was the recent USD bounce, as well as the oil price decline. Japans Nikkei held-in as the nervousness returned, but it was the JPY trading back close to 111 that had people talking. Given the US Retail Sales number was so above expectation the market now assumes the FED are […]

Asia took its cue from the strong US session and initially saw gains across the core. The Nikkei made-up for its previous poor performance with a closing gain in-excess of 1.1% and watched as the yen played at the mid 110’s. Having seen the bounce-back, volumes were lower than usual but with national holidays in […]

Despite a better than expected Japanese Q2 GDP (annualised 4%) the Nikkei fell 1% in thin summer trading. The currency probably took most of the blame for this as it weakened back towards 110 as we head to the end of the trading day. One wonders if the flight to safety argument is finally being […]

QUESTION: Mr. Armstrong; What you are saying is there is no diplomacy that would work and that the only real player here is regime change and that is in the hands of the North Korean people. So what is your advice to Trump? KE ANSWER: Forget the trying to talk reason or my arsenal is bigger than […]

In Shakespeare’s play Julius Caesar, Mark Antony says in Act 3, Scene 1, line 273: “Cry ‘Havoc!’, and let slip the dogs of war”. What is truly astonishing is how the Democrats and CNN hate Trump so much they are praising Kim Jung-un and made him the hero while praising him as actually saying he is more […]

China really felt the hesitant mood today with the main Shanghai index down 1.6% and the Hang Seng fall over 2%. President Trump really was doubling down on the speech play late US/early Asian time zone and the markets reflected the mood. South Korean KOPSI dropped 1.7% in todays trading and also the SENSEX gave […]

While Kim Jong Un has met his match when it comes to rhetoric and CNN is doing its best for blaming Trump, despite Kim saying that Trump was “driving the situation on the Korean peninsula to the brink of a nuclear war” with his continued rhetoric, it seems curious why CNN is taking Kim’s side. […]

Only one big topic for Asian markets this morning and unfortunately, not a happy one. The uptick in geo-politics dominated everything today and unsurprisingly saw equities retreat, with a rally in gold and treasuries. The Nikkei fell the most of the cores with a decline of 1.3% and saw a strengthening of its currency down […]

  I have warned in the Cycle of War reports that for whatever reason, August is always the number one period where war tends to begin. Indeed, the world is holding its breath as fears rise with the crisis over North Korea potentially escalating in to global war after Donald Trump and Kim Jong-un made threats […]

  The United States for the first time in a very long time, won a major victory in the United Nations.  The Security Counsel unanimously approved sanctions against North Korea. Typically, Russia and China have opposed to such sanctions in the past. This is demonstrating that the North Korean problem is serious. Despite all the doom and […]