Weekly Note – Shifting Markets

Shifting Markets

Good Morning,

There really have been some extraordinary market moves since Donald Trump became President-elect a bit less than two weeks ago. With significant moves in both the USD and bond yields higher, while Gold has witnessed a dramatic sell off (down over 7% for the month).

And for good measure, US equities have scaled new all-time highs, as measured by the Dow Jones Industrials Average, S&P 500 and the Russell 2000.

The big question investors are trying to answer is just how much of a shift does the Trump victory represent? Are we looking at some sort of paradigm shift, and if so, is it mostly political or will we see a shift in economic performance and financial market valuations?

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GM360 Note – 25th November 2016

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The statements, opinions and analyses presented in the articles, newsletters, and other materials appearing on this website are provided as general information and for educational purposes. Opinions, estimates and probabilities expressed herein constitute the judgment of the author as of the date indicated and are subject to change without notice. Nothing contained in this website is intended to be, nor shall it be construed as, investment advice, nor is it to be relied upon in making any investment or other decision. Prior to making any investment decision, you are advised to consult with your broker, investment advisor or other appropriate tax or financial professional to determine the suitability of any investment. David McWilliams shall not be responsible or have any liability for investment decisions based upon, or the results obtained from, the information provided.



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