AMT Top Ten Miscellaneous Musings for the 17th of November
10. Book: The Art of War by Sun Tzu.
9. Music: Pablo Casals playing Bach’s – The Six Cello Suites.
8. Cricket: India and Australia will meet in the World Cup Final this Sunday in a match between two of the world’s best squads.
7. Gold: The precious metal is trading within sight of its October highs and may find speculative buyers looking for potential upside via wagers.
6. Commerical Real Estate: WeWork bankruptcy knock on effects will cause additional strains in U.S market, this as the sector struggles with vacancies in this era of ‘remote’ employees.
5. Risk Appetite: U.S equity indices are at three month highs, U.S Treasury bond yields at one week lows as optimism grows in the outlooks of long-term investors.
4. Data Watch: Retail Sales numbers from the U.K, and U.S Housing Starts and Building Permits statistics will be released today.
3. USD: Dollar Index futures are trending lower and near values last seen in the third week of September as financial institutions brace for a weaker USD mid-term.
2. U.S Treasuries: Yields are incrementally declining, helping push the USD lower, and creating positive equities momentum, this as U.S bonds appear ready to sustain a cycle lower if investors can remain tranquil.
1. Federal Reserve: Inflation data via the CPI and PPI were weaker than anticipated, and the U.S Fed’s December FOMC Statement should begin to sound less agressive.
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Independent commentary on global markets, geopolitics, and the forces shaping capital flows. Two to three articles per week.





