The bookies are suggesting a Trump victory while the polls are suggesting a tight race while markets seem to banging the “Trump Trade” drum. Despite some nervousness markets are still flirting with all-time highs while the geopolitical hedge remains intact with Gold and bitcoin leading the charge.

Despite a fairly upbeat reporting season in the US, you can’t help but get the feeling valuations are becoming stretched and stocks are ripe for a correction of some significance. 

It's that time again.... 

Weekly job numbers in the US continue to surprise on the upside proving further resilience of the world’s largest economy and tempering rate cut expectations to perhaps two 25 point cuts between now and year end.

What a difference a day makes.... 

Season 4

Episode 146