Global market update!

[Joshuatree]

All bets are off if Le Pen does a trump and wins

Why are world stocks at a record high - and how much longer will rally last?

[Valuegrowth]

In my opinion, still uptrend is intact. Although we cannot predict top of any market we can reasonably expect some sort of pullback or volatility in global markets especially in overvalued markets. However, there will be demand for greatly discounted stocks. This may be time to rotate markets as well. As I said before it may be time to separate attractive individual sectors and stocks from the broader market and time to look for overlooked markets having attractive valuations.

[BlackCross]

Europe (ex-UK) has performed magnificently over the last year as international investors looked for value. Still some there according to a few pundits. I'd prefer ETFs (IEUX.L for instance) to Investment Trusts now as most of the trusts are selling at NAV or above.

[Valuegrowth]

Europe (ex-UK) has performed magnificently over the last year as international investors looked for value. Still some there according to a few pundits. I'd prefer ETFs (IEUX.L for instance) to Investment Trusts now as most of the trusts are selling at NAV or above.

Recently some global investors were distinguishing between the UK and the rest of Europe as part of a fundamental reassessment.However, as I said before there could be Brexit winners.

https://www.poundsterlinglive.com/gb...to-eur-and-usd

[Valuegrowth]

http://www.greeleytribune.com/news/b...s-10-month-low

Grain prices sink, gas prices rise with summer demand; U.S. dollar hits 10-month low

https://www.fnlondon.com/articles/uk...pound-20170714

European stocks on track for best weekly performance in two months

[Jonboyz]

The hedonist in me wants to buy in right how but warning bells ringing. Shiller graphs PE ratios as high as Black Tuesday crash.

A lot of hype in the market at moment.

I will hold my current shares but won't be buying until the correction or crash occurs. Whether that be next week or next year.

[Baa_Baa]

VIX at record low. Won't end well. Might go long contract VIX, buy something 3-4 strikes out of the money 6-12 month. Just pondering at this stage.

[Valuegrowth]

https://www.hellenicshippingnews.com...down-7-points/

Baltic Dry Index falls to 1143, down 7 points

https://www.hellenicshippingnews.com...roved-weather/

GRAINS-Wheat prices face second week of losses on record world supply, improved weather

http://www.kitco.com/news/2018-03-16...lar-Firms.html

Gold Sells Off, Hits New Low for the Week, As U.S. Dollar Firms

https://www.cnbc.com/2018/03/13/us-s...-in-april.html

US shale oil will surge to nearly 7 million barrels a day in April: Dept. of Energy forecast

http://money.cnn.com/2018/03/08/investing/jpmorgan-market-correction/index.html

JPMorgan exec warns stock market could fall by 40%

http://business.financialpost.com/ne...ing-bis-says-1

Canada among three economies in world most at risk of banking crisis, BIS warns

[Valuegrowth]

Will volatility and sell-off become new normal? Will trade war create demand for selected new set of sectors and stocks?

Few companies and sectors came into my mind. One is Agri sector in Brazil. Yen is also rising. Seed producers and animal breeders are rising in China and they have hit the 10 percent daily limit increase. Some Food stuff companies are also rising. Investors in the USA moved toward more defensive, yield-sensitive industries such as utilities. In short, there is a silver lining in the trade drama.

https://www.marketwatch.com/story/wo...all-2018-03-02

Worried about a trade war? Stock-market investors should think small.

http://www.kitco.com/news/2018-03-22...r-Worries.html

Equities, Commodities Dented By Trade War Worries

https://www.bloomberg.com/news/artic...de-retaliation

Here Are U.S. Targets Most Vulnerable to China Trade Retaliation

https://www.tvnz.co.nz/one-news/new-...f-announcement

Kiwi dollar down on yen and greenback after Trump's China tariff announcement

https://www.smh.com.au/world/asia/australia-s-worst-nightmare-to-be-caught-in-cross-fire-of-trade-war-20180323-p4z5xm.html

Australia's worst nightmare: to be caught in cross fire of trade war

[Valuegrowth]

After sometime there is a demand for various types of food stocks in the USA.

https://www.marketwatch.com/story/do...ort-2018-04-16

Stocks rally; Dow set for first close above key level in more than a month

https://www.businessdailyafrica.com/...d9z/index.html

Kenya excels among its frontier market peers

http://citywireselector.com/news/top...-bets/a1110291

Top-performing PMs reveal favourite frontier bets

https://farmlead.com/blog/grain-mark...rices-chicago/

APRIL 13: PROFIT TAKING HITS GRAIN PRICES IN CHICAGO

http://www.world-grain.com/articles/...D33BF%7D&cck=1

From the editor: Russia's agricultural renaissance also includes feed

https://www.marketsnow.com/daily-upd...lar/2018-04-16

Canadian dollar weaker as crude oil prices reverse

https://www.investing.com/news/stock...inking-1396810

Dean Foods Falls to 6-Year Low as Milk Demand Keeps Sinking