Trump
The Good Morning Report – Monday Starter
After Trump’s executive order to ramp up mining of critical commodities the market actually pushed miners lower on fears of increasing supply. In my view that initial reaction was wrong
The Good Morning Report – 24th of Jan 2025
A number of Chinese economists are predicting Xi Man is going to unleash a huge economic stimulus package potentially worth around 10 Trillion Yuan or USD$1.38 Trillion….Our portfolios will get a great kick if the stimulus gets announced in the coming months. .
The Good Morning Report – 23rd of Jan 2025
US tech stocks surged overnight on the back of a mega US$500bn AI supercomputer (called Stargate) deal between Open AI, Oracle and Japan’s Softbank….
The Good Morning Report – 22nd of Jan 2025
Banks and Resources pushed the overall market higher as it appears Trump is taking a softly, softly approach with China…..America is now completely reliant on China for it’s supply chains and I think Trump has been given the tap on the shoulder to say go easy
The Good Morning Report – 21st of Jan 2025
Our market started the week in the GREEN on hopes that Trump is going to build good relations with the Xi Man. His first gesture was lifting the ban on TikTok.
The Good Morning Report – 8th of Jan 2025
The People’s Bank of China is going to continue with it’s loose monetary policy this year…..Loose means rate cuts and printing money….Low interest rates in China should see more money flow out of bank accounts and into assets like GOLD and SILVER – so it’s good news for us.
The Good Morning Report – Monday Starter
Going to be interesting to see what happens with GOLD today as the People’s Bank of China disclosed they bought more in November….
The Good Morning Report – 4th Dec 2024
China is set to record it’s largest ever trade surplus this year – apparently volumes are really picking up as companies stock up before a potential trade war hits.
The Good Morning Report – 19th of Nov 2024
Russia has officially banned enriched URANIUM exports to USA.…I wonder when VLAD is going to ban PALLADIUM & PLATINUM exports as well?
The Good Morning Report – 14th of Nov 2024
The strong buying of stocks eased up overnight as traders took a breather. It has been pretty much one way traffic headed north since Trump won the election