The Earning Season in Germany kicks off in the next days.
Expect higher EPS than estimated and new record highs for MDAX & DAX.
Also expect higher dividens and a more positive 2017´th outlook than the majority of investors iestimate. Germany´s DAX will follow the Midcap-DAX in the next weeks and month and will make new all time highs as well.
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01/24/2017 The DAX will follow in a few trading days only to set a new All Time High
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01/25/2017 Germany´s Midcap DAX made a new record high today. See how!
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01/25/2017 Germany´s Midcap DAX made a new record high today. See how! invst.ly/351xg
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Jan 25, 2017
U.S. share indexes set record highs as Trump policies spur investors Stock Markets24 minutes ago (Jan 25, 2017 03:54PM ET)
nvesting.com - U.S. share indexes rose to records on Wednesday with the Dow Jones Industrial Average hitting 20,000 for the first time on Wednesday as strong earnings and President Donald Trump's pro-growth initiatives reignited a post-election rally. Trump has made several business-friendly decisions since taking office on Friday, including signing executive orders to reduce regulatory burden on domestic manufacturers and clearing the way for the construction of two oil pipelines. The Dow was last quoted at 20,072.13, up 0.80%, while the S&P 500 rose 0.85% to 2,299.35 and the tech-heavy Nasdaq composite rose 1.01% to 5,657.79. Trump has also proposed tax cuts and higher fiscal spending working with a Republican-controlled Congress. Source: investing.com/news/stock-market-news/u.s.-share-indexes-set-record-highs-as-trump-policies-spur-investors-455686
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01/25/2017 Dow Jones Transportation Index: Impressive upmove. If you follow the Dow Theory: The DJT is going to confirm any DJIA all time high if ever rising only a few points higher only. invst.ly/35413
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DJT: New All Time High. If you follow the Dow Theory than todays DJIA ATH is confirmed by the Dow Transportation Index. invst.ly/35fhl
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Comment: Jan 27 2017
Watch todays Lindsey Grahams comment on twitter
Border security yes, tariffs no. Mexico is 3rd largest trading partner. Any tariff we can levy they can levy. Huge barrier to econ growth /1 1,092 replies 7,528 retweets 14,604 likes Source: twitter.com/LindseyGrahamSC/status/824733324769951744
Lindsey Graham made the point: Not Mexiko is paying "The Wall". It is the U.S. consumer. Guess how many more senators might vote with a "NO".
USDMXN follow this logic for sure. The peso today again strengthen against the US Dollar - no matter what Donald Trump is telling or "repeating".
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Jan. 28 2017
Quote:
CETA clears hurdle in European Union parliament
A planned EU-Canada free-trade deal moved closer to reality on Tuesday after a key committee advised the European Parliament to give its backing after months of protests and heated debate.
The Comprehensive Economic and Trade Agreement (CETA) is seen as a test of Europe’s ability to forge future trade accords and as a counterweight to anticipated protectionism under new U.S. President Donald Trump. “It’s more than just a free-trade treaty with Canada. It’s a statement about how we relate with the rest of the world,” said Sorin Moisa, CETA co-ordinator for the center-left Progressive Alliance of Socialists and Democrats group, whose members have been divided over the pact. “We want to shape rather than withdraw from the world, and all the more so after Trump,” he told Reuters in an interview. Source: theglobeandmail.com/report-on-business/economy/eu-canada-trade-deal-clears-hurdle-in-eu-parliament/article33714037/
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Feb 01 2017
After 13 consecutive days of something like a "Trump nightmare" expect stockmarkets to return to daily business focused on earning and global growth. Watch the NASDAQ Comp for another unexpected ATH in the next days lead by APPL, FB & TSLA.
FB today: After hours plus 4 USD or 3%. Expect tomorrow a huge break away gap leading the comp higher. invst.ly/36rts
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Februar 02 2017: U.S. Retailers starts to fight back.
Quote:
Stop the Border Adjustment Tax Don´t make hard working families pay more on essantiel products
Tell Congress No To The Border Adjustment Tax Make your voice heard on how this misguided proposal will impact you, your family, and jobs in your local community.
Feb 02 2017: Mexicans not afraid of Trump´s border tax
In avocado country, Mexicans not afraid of Trump tariff threats Economy37 minutes ago (Feb 02, 2017 02:30PM ET)
By Adriana Barrera
URUAPAN, Mexico (Reuters) - Avocado farmers in the rolling hillsides of Mexico's Michoacan state are not worried for now by U.S. President Donald Trump's threats to tear up a trade deal which could make the favorite snack of Super Bowl viewers more expensive. Americans will chomp through huge amounts of avocados mashed into guacamole during the Super Bowl on Sunday, and 80 percent of those fruits will come from Mexico’s ever-larger expanse of orchards, thanks to a free market created by the North American Free Trade Agreement in 1994. It is peak season for guacamole, a word that means avocado sauce in Mexico's native Nahuatl language. Some 100,000 tonnes of the green fruit, or 12 percent of annual U.S. demand, will be consumed on Sunday and in the days before and after the New England Patriots game against the Atlanta Falcons, exporters say. With such market dominance and demand, growers like Adrian Iturbide doubt Trump's eagerness to impose duties on Mexican goods will dent exports. They feel they have little to fear from proposals by the Republican such as a 20 percent blanket tariff on U.S. imports from Mexico, that would affect sales of "green gold" to the northern neighbor.
Feb 09 2017 Quote: Why Trump might play nice with Japan’s Abe
Published: Feb 9, 2017 5:04 p.m. ET
The White House is describing President Donald Trump’s plan to host Japanese Prime Minister Shinzo Abe at his golf resort in Florida as a “gift,” a day ahead of the meeting in Washington between the two leaders. “That is a gift that the president is extending to the prime minister,” White House press secretary Sean Spicer told reporters Thursday about the planned weekend visit to Trump’s Mar-a-Lago estate. Abe and Trump are due to have talks at the White House Friday and the two are scheduled to travel together to the Palm Beach resort afterward. Questions have arisen about the ethics of the trip. Experts cited by The Wall Street Journal said the most appropriate option would be for Trump to host Abe at Mar-a-Lago as his guest, if Japanese government ethics rules permit. Source: marketwatch.com/story/mar-a-lago-visit-a-gift-to-abe-from-trump-white-house-says-2017-02-09
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Feb 10 2017: New All Time High for Germany´s Mid Cap DAX invst.ly/38-zf
FEB 13 2017: New All Time High for Germany's Mid Cap DAX (MDAx).
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FEB 13 2017: Impressive momentum pushes Germany`s MDAX to a new all time high invst.ly/39gcn
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Read also:
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FEB 14 2017: MDAX sets another All Time High.
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FEB 15 2017: New polls showing a huge loss of voters for Europe far wing parties. Nederlands PVV (Wilders) and Germany's AfD lost one third of voters after Trumps inauguration on January 20th since today. New polls from France to come next days.
Comment: FEB 15 2016| Germany's Allianz announced today a 3 Billion Euro Stockbuyback Program. Expect other DAX companies to follow. Stock repurchase programs are unusual in Germanies DAX 30.
FEB 21 2017 Border tax hits political reality, and only Trump can save it
John Harwood | @johnjharwood 6 Mins Ago Quote: So, Sen. David Perdue of Georgia, a former retail executive, has pronounced border adjustment an economic threat. Sen. Tom Cotton of Arkansas, home base of Wal-Mart, has vowed to fight it. John Cornyn of Texas, who worries about the effect on oil prices and serves as the Senate's second-ranking Republican, last week pronounced border adjustment "on life support." Those three Republicans alone — if they hold firm — could be enough to sink the idea in a Senate where Republicans control just 52 seats. Source: cnbc.com/2017/02/21/border-tax-hits-political-reality-and-only-trump-can-save-it.html
1. Markets: Quote: Euro plummets to 6 week lows as Le Pen's presidential bid looms: SocGen Investors appear to be increasingly nervous ahead of the scheduled elections in the Netherlands, France and Germany after failing to foresee the outcomes of the U.K.'s Brexit vote and U.S. President Donald Trump's victory. "So much uncertainty with 9 weeks to go until the first round of the (French) election means we will probably see nervousness persist, and undermine the Euro across the board," Societe Generale analysts concluded. Soure: cnbc.com/2017/02/22/euro-plummets-to-6-week-lows-as-le-pens-presidential-bid-looms-socgen.html
Netherlands far right wing and anti EU, anti EURO and anti Islam Party PVV (Wlders) is loosing very fast ground now week by week and lost at least 25 - 40% of all likely voters. The PVV is now expected to win 16% of all votersonly to become probaly second stronges party only. This is the lowest numbers in more than two years. The Nederlands elections is held on March 15 2017. n-tv.de/politik/Wilders-rauscht-ins-Umfragetief-article19714264.html
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
APR 01 2017: For Stockmarket Traders the Brexit is linked with "the rise of populism" in Europe. In most traders logic the Brexit should had caused a victory of Dutch far right party PVV (Gert Wilders) and should cause a victory of Marine LePen. The overall logic behind this story was to short European stockmarkets. This the rise of populism die not happened because voters in Europe turning away from populism, wich finally caused without any doubt the Brexit.
Two votes had been won by populists: The Brexit and the U.S. Election. Now lets have a look, how the latest approval rates are for Donald Trump:
APR 04 2017: "Risk free trades against Europe on the rise of populism" vs. facts and figures
Quote: In recent polls, AfD (Germany´s far right party) has dropped dangerously close to the five percent threshold Head of AfD, Frauke Petry (41), who has been under pressure within her Party, has now struck back – by indirectly threatening to step down In recent polls, AfD has dropped dangerously close to the five percent threshold (currently seven percent, according to Allensbach). Without Petry, this might become even more of a tight squeeze. In the end, the party might fail to make it into parliament. Source: bild.de/politik/inland/frauke-petry/that-was-a-serious-challenge-51129132.bild.html
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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
APR 10 2017 - Germany´s MDAX: New All Time High today. The steep uptrend is confirming the DAX Bull Run since December 2016 same time showing that the upmove is to come to an end in the next couple of weeks. invst.ly/3pna0
Trade ativo
The MDAX target is reached now. I start selling today 1/16 of this position. The MDAX longposition is going to be reduced now and will completely closed at east in May or June.
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