Austria: ATX Likely To Start A New Bull Market

2017年3月22日

Austria: ATX Likely To Start A New Bull Market

More and more European Stockmarkets showing signs of a broad based Bullmarket

The Austrian ATX is one of those Indices.

2017年3月23日

註釋

March 23 201, French Election: After first TV-Debate Macron is taking the lead for the first round of election

Macron: 26%
LePen: 25%

2017年3月23日

註釋

Comment: MAR 23 2017: All major sentiment Indicators showing "fear" or "extreme fear" - even Markets just a few points under multi year highs or all time highs (DAX)

Before you read this news about todays market action (link below) keep your attention to the high level of putbuying at the CBOE: Total Intraday Put/Call Ratio 1,13. If ever there might be any higher number before the weekend the remind that usually high numbers like this are followed by a major spike to the upside some trading days later. Expect that a "fail" for Donald J. Trump might be nothing else than "sell the news" (for shortsellers). You need to invert the situation.

DAX Traders need to be aware that the EUWAX Sentiment Indicator today once more was extremely negative - means nothing else that putbuying was extremely high.
Quote: Wall St closes lower after Healthcare vote delay

investing.com/news/stock-market-news/wall-st-closes-lower,-after-healthcare-vote-delay-468437

2017年3月25日

註釋

2017年3月28日

註釋

MAR 28 2017: JPMorgan: A Le Pen loss will be a win for European equities

Quote:

If far right French presidential candidate Marine Le Pen loses the election, it will spur a "significant" surge of inflows into European stocks, JPMorgan said in a note Monday.

How significant?

JPMorgan estimated that a Le Pen loss will see at least 10 percent of assets under management flow back into the region's stock markets. It noted that since the beginning of 2016, around $100 billion has flowed out of the segment, according to EPFR data, marking up a loss of nearly 10 percent of assets under management. "We believe that these flows at least could come back into the region, should political uncertainty fade, in addition to any potential new net inflows," JPMorgan said. Some opinion polls have shown that Le Pen, leader of the far right, anti-European Union, anti-immigrant National Front party, could be a top pick in the first round of voting in France's presidential election on April 23.
A healthy majority of analysts and experts believe Le Pen, who wants to pull France out of the euro zone, won't win the second round of voting on May 7 if she makes it past the first. But fears abound over a potential dark horse Le Pen victory, in line with political surprises such as Brexit and Donald Trump's U.S. presidential win. That's spurred concerns of a potential French exit from the euro azone, dubbed Frexit, and even a possible breakup of the bloc. While JPMorgan noted that any "Le Pen loss" lap of inflows was likely to boost the euro, it didn't expect that would weigh on European stocks, which have benefited from a weaker currency. "We think a stronger euro would not be an impediment for regional equities and, in fact, believe the euro will turn positively correlated to euro zone equities, no matter the election outcome," it said. It noted that the euro is typically seen as a vote of confidence in the region. Source: cnbc.com/2017/03/28/jpmorgan-a-le-pen-loss-will-be-a-win-for-european-equities.html

2017年4月3日

註釋

APR 03 2017: Donald Trump says he is ‘totally in favour’ of ‘wonderful’ EU
US President performs apparent U-turn after criticising bloc in previous interviews
independent.co.uk/news/world/americas/us-politics/donald-trump-european-union-eu-us-president-totally-in-favour-wonderful-steve-bannon-mike-pence-a7596731.html

2017年4月4日

註釋

APR 04 2017: Michael Hasenstab bets against euro in populist hedge

Quote: Michael Hasenstab is betting against the euro, a striking position for an investment manager celebrated in Europe for throwing the weight of Franklin Templeton’s flagship bond fund behind Ireland and Hungary as they emerged from the debt crisis. Speaking to the Financial Times, his comments highlight the concerns of many international investors, amplified following a campaign pledge from Marine Le Pen, presidential candidate of the far right in France’s upcoming presidential election, to withdraw the country from Europe’s single currency.
Quote: ft.com/content/bba626fa-0994-11e7-ac5a-903b21361b43

2017年4月6日

註釋

APR 06 2017- Europe, Êconomy
Draghi says ECB's policy stance is still appropriate, too soon to reduce stimulus
Source: cnbc.com/2017/04/06/ecbs-draghi-says-monetary-policy-stance-is-still-appropriate.html

2017年4月17日

註釋

APR 17 2017 - China Roars Back to Lift Global Outlook as U.S. Consumer Weakens

- Economy on pace to power one-third of global growth in 2017
- Government makes progress in restraining runaway credit growth

bloomberg.com/news/articles/2017-04-17/china-roars-back-to-lift-global-outlook-as-u-s-consumer-weakens

2017年4月17日

註釋

APR 17 2017 U.S. stocks shrug off global tensions and eye M&A
investing.com/news/stock-market-news/u.s.-stocks-shrug-off-global-tensions-and-eye-m-a-474690

2017年4月17日

註釋

APR 17 2017 Wall Street gains as focus shifts to earnings
investing.com/news/stock-market-news/futures-dip-on-soft-u.s.-data%2C-geopolitical-risks-474631

2017年4月24日

註釋

APR 24 2017: Wall Street surges, Nasdaq hits record on French vote result
investing.com/news/stock-market-news/futures-rally-as-french-worries-ease

2017年4月27日

註釋

NASDAQ closes at record high ahead of major techs earnings.
cnbc.com/2017/04/27/us-markets.html

2017年5月12日

註釋

European stock funds gather momentum as inflows cross all-time record high of $6 billion
cnbc.com/2017/05/12/european-stocks-epfr-deutsche-baml--macron-france-trump.html

2017年5月24日

註釋

Exclusive: Portugal says economy growing faster than forecast investing.com/news/stock-market-news/exclusive:-portugal-says-economy-growing-faster-than-forecast-488109

2017年5月25日

註釋

Rare retail bright spot boosts S&P, Nasdaq to records. investing.com/news/stock-market-news/u.s.-stock-futures-up-as-fed-minutes-show-economic-growth-to-pick-up-488449

2017年5月30日

註釋

Comment: UK could be heading towards hung parliament after general election, pollster predicts
YouGov predicts the Conservatives may win just 310 seats – 16 shy of an absolute majority
independent.co.uk/news/uk/politics/tory-majority-poll-election-2017-latest-labour-hung-parliament-seats-theresa-may-conservatives-a7764271.html

2017年7月23日

交易結束：目標達成

All European Stockmarket Indices long positons are closed on anticipated medium term consolidation. Up dates to read here: