since oct 2023 the houthis have been attacking ships using the red sea route. this has resulted in ships taking the longer cape of good hope route. how will this global supply disruption affect the dec cpi?
$US10Y(US10Y.BOND)$ is on a downtrend as cpi cools. $USD Index(USDindex.FOREX)$ is on the same downtrend as us10y. you can see this clearly when both charts are overlaid on each other.
the fed officials remarked that interest rates will be kept high for longer till end of 2024. this caused a rally of us10y and usdindex.
sino-us trade war has been worsening with Taiwan presidential election looming. the surprised 3 way fight is causing jitters in the Chinese and Hong Kong stock markets. will china follow the footsteps of Russia to reclaim Taiwan? us is already fuming over china's suspected support of Russia-ukraine war. Israel-hamas war is going to press on. us presidential campaign will start this year. a "stronger" presidential hopeful might be what it needs to quell these turmoil.
do apply automatic investment system where you add shares at each 10% drop or at support zones if you know technical analysis. this way you conserve your capital while the stock is strongly downtrending. do take profit at 10% intervals or at resistance zones if you know technical analysis. this way you have capital to buy the dip. only applies to stocks in an index or warren buffett would approve. bon courage.
merci beaucoup@TigerWire for so many hot topics to post
merci beaucoup@TigerStars for the award and reviewing our posts
merci beaucoup @koolgal for your insightful posts
merci beaucoup@Asphen for sharing your insights
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