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Dividend Adjustments 24 Feb - 2 Mar

Dividend Adjustments 24 Feb - 2 Mar Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 24 Feb 2020. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video   NB: All dividend adjustments are for

CharlotteIG

CharlotteIG

 

Dividend Adjustments 17 Feb - 24 Feb

Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 17 Feb 2020. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video   NB: All dividend adjustments are forecasts and therefore speculative. A dividend adjustment is a cash neutr

ThomasIG

ThomasIG

 

GDP top data listing ;coronarivus influence confusion; FX intervention - DailyFX Key Themes

From the Data, Growth is Top Concern Again  If we were to gauge how much market movement is arising from scheduled event risk relative to those unexpected winds from the headlines, I would put greater emphasis on the latter. That can make for difficult trading conditions considering updates like the coronavirus spread do not abide a clear time and distinct categorical outcomes. In this kind of environment, it is more difficult to establish clear and productive trends as there is not a clear

JohnDFX

JohnDFX

 

Dividend Adjustments 10 Feb - 17 Feb

Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 10 Feb 2020. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video NB: All dividend adjustments are forecasts and therefore speculative. A dividend adjustment is a cash neutral adju

KirbyIG

KirbyIG

 

Growth signals sour; Fed and ECB testimony; China in focus - DailyFX Key Themes

An Economic Update on the Calendar and In the Public Eye Concern over the course of the global economy was revived this past week with a few troubled indicators raising awareness, but the real interest was what arose in the market-based measures. With the recovery in capital market measures, the meaningful divergence in performance from growth-sensitive assets like copper and crude oil (with a 13-day consecutive drop and 13-month low respectively). In fact, the 60-day correlation – a three-

JohnDFX

JohnDFX

 

Dividend Adjustments 3 Feb - 10 Feb

Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 3 Feb 2020. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video         NB: All dividend adjustments are forecasts and therefore speculative. A dividend adjust

ThomasIG

ThomasIG

 

Coronavirus sentiment spread; growth fears; integrate technicals - DailyFX Key Themes

The Economic Costs Versus the Sentiment Costs of the Coronavirus  Interest in – or really, fear of – the spread of the Wuhan China-based coronavirus ballooned this past week. We could take an anecdotal peruse of the headlines, but I prefer something a little more quantitative. The global, financial-related search for ‘virus’ this past week hit its highest level in over 15 years according to Google. Their data only goes back to 2004, but there is a good chance that the SARS epidemic the year

JohnDFX

JohnDFX

 

Dividend Adjustments 27 Jan - 3 Feb

Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 27 Jan 2020. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video   NB: All dividend adjustments are forecasts and therefore speculative. A dividend adjustment is a cash neutr

ThomasIG

ThomasIG

 

Coronavirus; EURUSD volatility lifts FX volatility; S&P 500 quiet hits an extreme - DailyFX Key Themes

Coronavirus Adds Another Wild Card for Sentiment to Absorb  When it comes to the standard themes I have been following closely these past few months – growth fears, trade wars and monetary policy effectiveness – there have been frequent updates and it hasn’t been particularly challenging to take their temperature at any particularly time. While the threat of a recession or trade war that threatens to encompass much of the world will not exactly inspire confidence among investors, the knowle

JohnDFX

JohnDFX

 

Dividend Adjustments 20 Jan - 27 Jan

Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 20 Jan 2020. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video   NB: All dividend adjustments are forecasts and therefore speculative. A dividend adjustment is a cash neutr

KirbyIG

KirbyIG

 

US-EU trade war; central banks; range, breakout or trend conditions? - DailyFX Key Themes

Will the White House Pick a Fight with Europe?  The long-awaited first step towards de-escalating the most taxing trade war in modern financial history – between the US and China – took place this past week. Representatives for both countries, US President Trump and Chinese Premier Liu He (notably not President Xi) participated in a very long signing ceremony. The contents of this first stage for finding a long-term and full compromise is important as is stands as the symbolic doorway with

JohnDFX

JohnDFX

 

Trade war votes; China GDP; momentum vs 'value' - DailyFX Key Themes

Two Important Trade War Votes and A Lurking Threat We have had a few weeks of relative respite from the 2019’s constant headline generator: trade wars. That hiatus is past, however, as we are expecting key updates on global trade relations over the next few weeks. In an unusual twist though, the developments may be positive ones. Dead ahead on Wednesday January 15th we are expecting two opportunities to improve the collective growth trajectory. The most prominent of these is the planned sig

JohnDFX

JohnDFX

Dividend Adjustments 6 Jan - 13 Jan

Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 6 Jan 2020. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video   NB: All dividend adjustments are forecasts and therefore speculative. A dividend adjustment is a cash neutra

KirbyIG

KirbyIG

 

US and Iran; trade war carry over; 'these markets don't make sense' - DailyFX Key Themes

The Return of Geopolitical Risk (the US and Iran Again) For almost the entirety of this past year, the dominant force of motivation among investors fit within a rotation of just three major themes: trade wars, growth concerns and monetary policy. Even when these matters weren’t under full steam, their influence and too many instances of sudden changes in the fundamental weather meant that they lack of bearing led to a similar absence of conviction in speculative performance – momentum if no

JohnDFX

JohnDFX

 

First week liquidity; top January events; top 2020 events - DailyFX Key Themes

Opening Week Liquidity – We are heading into the first trading days of the new year  though it is not the first full trading week of 2020. That is an important distinction for those keeping tabs. Consider the throttling in activity and speculative appetite through the past week. The holiday conditions of the Western World drained market depth to effectively hobble any effort at establishing or extending trends – though there were a few notable sparks of volatility that were the result of th

JohnDFX

JohnDFX

 

Dividend Adjustments 9 Dec - 16 Dec

Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 9 Dec 2019. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video.  NB: All dividend adjustments are forecasts and therefore speculative. A dividend adjustment is a cash neutral adj

KirbyIG

KirbyIG

 

US-China trade war cliff avoidance; true risk on?; year-end market scenarios - DailyFX Key Themes

What Was and Was Not Announced in the US-China Phase 1 Trade Deal  Release the doves. The US and China announced last week that they finally were able to come to terms on the their long contentious Phase 1 trade deal. It seems to have conveniently slipped the market’s collective mind that the first stage of the promised reversal to the trade war was announced back on October 11. No tangible change had been put into place between then and now, but that didn’t slow the climb from risk benchma

JohnDFX

JohnDFX

US-China deadline risk; Fed and ECB risks; UK election - DailyFX Key Themes

Anticipation and Scenarios Into the Sunday US Deadline for China Tariff Escalation  The active week of trade ahead will be pocked by a few very high profile events which will tap into key themes. Monetary policy and Brexit updates – both with explicit growth implications – are top listings while liquidity is readily available. Yet, one of the most potent potential events ahead has a deadline that occurs over the weekend. The United States warned some months ago that it would increase the ta

JohnDFX

JohnDFX

 

Dividend Adjustments 2 Dec - 9 Dec

Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 2 Dec 2019. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video.  NB: All dividend adjustments are forecasts and therefore speculative. A dividend adjustment is a cash neutral adj

KirbyIG

KirbyIG

 

Growth vs monetary policy; top thematic catalysts; December trading Conditions - DailyFX Key Themes

What Matters More to Risk: Healthy Growth or More Stimulus?  This seems like it would be a simple question to answer from a textbook perspective; but if you’ve been active in your investment these past years, reality has clearly deviated from the theoretical. We have seen economic activity the world over progressively struggle for traction. This is not a question of interpretation or the reliability of the signals being triggered. There have been far too many realized indications of strain

JohnDFX

JohnDFX

 

Dividend Adjustments 25 Nov - 2 Dec

Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 25 Nov 2019. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video.  NB: All dividend adjustments are forecasts and therefore speculative. A dividend adjustment is a cash neutral ad

KirbyIG

KirbyIG

 

Trade war risks replace remissions; a reminder of recession risks; leveraging complacency risk - DailyFX Key Themes

Trump Threatens to Move Forward With Dec 15 Tariff Escalation, Considers Section 301  There have been a few critical developments these past few weeks that could have significant deescalated the daunting momentum of global trade wars. However, with each small improvement, we are met with an asterisk that could quickly undermine the good will as well as an alternative stab to weaken the outlook for global trade. For the US-China engagement, the White House backed off of the planned tariff es

JohnDFX

JohnDFX

 

Dividend Adjustments 18 Nov - 25 Nov

Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 18 Nov 2019. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video.  NB: All dividend adjustments are forecasts and therefore speculative. A dividend adjustment is a cash neutral ad

KirbyIG

KirbyIG

 

Trade war rumor and blackout; Dow breakout or blow off; assuming volatility extremes - DailyFX Key Themes

We Have Unresolved Trade War Issues Guided by Rumor or Complete Blackout  We closed out this past week to a broad swell in risk appetite. This enthusiasm wasn’t consistent for the global markets throughout the week, however, with most of the asset benchmarks that I follow for scope were struggling until the Friday pop. The exception to the rule was once again the seemingly impervious US equity indices. Whether you were evaluating sentiment for the Dow and S&P 500 through the week or the

JohnDFX

JohnDFX

Dividend Adjustments 11 Nov - 18 Nov

Expected index adjustments  Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 11 Nov 2019. If you have any queries or questions on this please let us know in the comments section below. For further information regarding dividend adjustments, and how they affect  your positions, please take a look at the video.  NB: All dividend adjustments are forecasts and therefore speculative. A dividend adjustment is a cash neutral ad

MaxIG

MaxIG

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