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Market Talk – February 22, 2019

  Asia: The global markets reacted to the following news of President Trump expectations to meet with Chinese Vice Premier Liu later in the day to conclude US-China trade talks. Investors were really optimistic about the news, which pushed up most of the major Asian stock markets today. The Nikkei 225 was not to follow […]

Market Talk – February 20, 2019

  Asia: The markets had a stronger sense of direction today compared to yesterday with the majority of the markets in the green. After Trump’s comments alluding to the 1st of March as being a date which wasn’t necessarily set in stone, the Nikkei 225 rose 60 bps and the Shanghai added 20 bps more. […]

Market Talk – February 11, 2019

  Asia: Foundation Day is a day designed to mark the celebration of the founding of a nation. In the case of Japan, this is for the mythological foundation of Japan and the accession of its first Emperor Jimmu. For this occasion, the markets were closed in Japan. Therefore, we would like to extend our […]

Market Talk – February 5, 2019

  Asia: With most of Asia closed due to the Chinese New Year (many wishes again!), Japanese was subject to represent the region. The Nikkei 225, dropped 19bps today. German Chancellor Angela Merkel recent trip to Japan highlighted a concern with Huawei that data emanating from the EU must not be handed over to the […]

Market Talk – January 28, 2019

  Asia: Slightly subdued day in the Asia markets as the Nikkei was down -60bps but still well within the recently formed upwards channel, which started at the beginning of the month. On Sunday the BOJ meeting minutes were released, the minutes showed that the policy makers were disagreeing over the appropriate level of the […]

Why Will Alberta move to Separate from Canada

QUESTION: Hi Mr. Armstrong, Quick question for you, as someone who grew up in Quebec in the 90’s, when Quebec was voting to separate. And now living in Alberta, and seeing the sheer anger here towards Canada, is there a legitimate chance Alberta moves towards the path of separation and actually brings it to a vote? […]

The Realist View of the Midterms

QUESTION: Mr. Armstrong; Your take on the midterm elections is that the Democrats really failed and simply won a symbolic victory? Thank you IE ANSWER: Yes. The Democrats keep making lower highs and deeper lows. They do not review the major trend nor are they willing to revise their central theme.  While the Democrats won the majority […]

Forget the Doom & Gloom – It’s Not That Bad

QUESTION: Martin, I know things are dark, but you are becoming down right gloomy. If the world is falling apart in Austrialia, Europe, Japan and ultimately the USA, there must be somewhere, or somewheres, the computer says things will be great in, or get better in. Where to go now? China right now, no thank you. […]

The US Mexico & Canada Trade Deal Replaces NAFTA

The new Trade Agreement between Mexico and Canada (USMCA) and the United States over which Trump has been so criticized for was obviously necessary from a number of perspectives. The new USMCA is drafted as a new stand-alone trade agreement, rather than amendments to NAFTA. It includes transition provisions dealing with NAFTA, some modifications to those […]

Venezuela & the Flight of Capital from Public to Private

COMMENT: Mr. Armstrong; The chart you posted on the Venezuela share market really made me see what you have been saying. Collapse the confidence in government and capital flees to the private sector. This is never taught in school! You have to write a book for posterity. Please! RW REPLY: The Venezuelan share market has soared […]