Tuesday Radio Advice
Rallying - North American markets are rising this morning. Investors are anticipating the outcome of 2 events. The mid-term elections and the Fed Reserve's Quantitative easing policy.
Reversing - Once again gold and the US dollar are weak
Opportunity - If we have a favourable anouncement from the Fed on QE2, we can expect a further US$ weakening and a further drop in 10 year yields. This has translated into favouring equities that have value, momentum and profitability factors and been less favourable to growth strategies.
Reversing - Once again gold and the US dollar are weak
Opportunity - If we have a favourable anouncement from the Fed on QE2, we can expect a further US$ weakening and a further drop in 10 year yields. This has translated into favouring equities that have value, momentum and profitability factors and been less favourable to growth strategies.
posted by David Allard at
7:06 AM
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