Holiday Shortened Trading
This is a holiday shortened trading week in SA and in the US. This may constrain volumes. We also update our market carousel and include our latest trade ideas.
Elections and Markets
This week we explore some of the flashpoints to consider regarding the economy and markets amid elections. We also provide updates on our recent positioning and latest trade ideas.
Full Steam Ahead?
Last week's FED meeting has resulted in a short term 'Full Steam Ahead' approach. This has helped some of our speculative positions across equities, FX and more. We also saw a positive surprise from the SA MTBPS. But the clouds of war continue and influence some of the outlook as well as this week's trade idea. Details in our full report for paying subscribers.