Current situation in the markets is being better than I expected.
- It may lose some momentum with the time.
Markets are starting to price in a stimulus agreement in the US.
- Which, honestly, is still far away to happen
Relationship virus – markets is starting to stabilise
In the short term, what really matters now is the stimulus agreement followed by the US elections.
From Tuesday, we´ll get some macro news. American macro is outpacing the rest of countries, Europe is not doing too badly and the UK is lagging behind.
I believe this week will not be as bullish as the last one and with the US elections, approaching the markets will start to flatten and be more cautious.
- It may lose some momentum with the time.
Markets are starting to price in a stimulus agreement in the US.
- Which, honestly, is still far away to happen
Relationship virus – markets is starting to stabilise
In the short term, what really matters now is the stimulus agreement followed by the US elections.
From Tuesday, we´ll get some macro news. American macro is outpacing the rest of countries, Europe is not doing too badly and the UK is lagging behind.
I believe this week will not be as bullish as the last one and with the US elections, approaching the markets will start to flatten and be more cautious.