The difference between those who know and understanding v those who claim to know without evidence was in stark view in the US yesterday.<!– View this email in your browser Sign Up Here for Free to the DMU Email me to provide feedback Contents Click on the links below to get to the stuff you really…
Month: May 2020
DMU 12-May – Rise in Virus Cases Sends Stocks Down; Miners and Financials Worst-hit; Bonds Mostly Up; EC Warning Germany; Economic Data for EU Poor
More cases in South Korea, China and even Germany have deflated investor exuberance. Germany’s financing threats and Trump didn’t help.<!– View this email in your browser Sign Up Here for Free to the DMU Email me to provide feedback Contents Click on the links below to get to the stuff you really really want. USA – Second…
DMU 11-May – US-China Talks Set; Oil Up; Lockdown Restrictions Easing; Rebound Expected in 2021; Unemployment and Economic Numbers Awful This Year
The Chinese and Americans are set for more talks. This process will continue for years and years because both sides have so much to lose. <!– View this email in your browser Sign Up Here for Free to the DMU Email me to provide feedback Contents Click on the links below to get to the stuff you…
DMU 7-May – Awful US Jobs Data, UK Construction Data, Falling Oil Prices, German Court Ruling, Send Stocks Down; Movements More Limited Though
Investors appear to understand that easing the lockdown has to be done carefully. Meanwhile awful data will continue to come in.<!– View this email in your browser Sign Up Here for Free to the DMU Email me to provide feedback Contents Click on the links below to get to the stuff you really really want. USA –…
DMU 6-May – Oil Price Rises and Lockdown Easing Lead Stocks Up; Bonds Still in Demand as Investors Worry; UK Services Outlook Bleak
Folk want to focus on the positives and not on US-China handbags. Oil prices are slowing recovering but the outlook is for a sharp economic decline.<!– View this email in your browser Sign Up Here for Free to the DMU Email me to provide feedback Contents Click on the links below to get to the stuff…
DMU 5-May – US-China Tensions Rekindled; California Set to Loosen Lockdown; European Death Rates Fall; Healthcare and Oil Stocks Up
It’s election year in the US and Trump needs an enemy…China. To hell with global economics and commons sense.<!– View this email in your browser Sign Up Here for Free to the DMU Email me to provide feedback Contents Click on the links below to get to the stuff you really really want. USA – Washington takes…
DMU 4-May – US Accuses China over Virus; Manufacturing Outlook Bleak; Stocks Led Down by Oil and Airline Companies; Bonds Steady
The US is claiming loads of evidence that China created the virus…but is failing to present any of it. Trump is threatening more tariffs. <!– View this email in your browser Sign Up Here for Free to the DMU Email me to provide feedback Contents Click on the links below to get to the stuff you really…
DMU 1-May – Stock Prices Slump as Reality Kicks In Again; Bond Prices Up; Industrial, Employment and Corporate Data All Negative
Apple and Amazon deliver sobering numbers that bring optimism to an unceremonious halt. Jobless numbers up and industrial production is down.<!– View this email in your browser Sign Up Here for Free to the DMU Email me to provide feedback Contents Click on the links below to get to the stuff you really really want. USA –…