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Yellen And The US Government Vs. Trump

Published 08/23/2017, 02:23 AM
Updated 12/16/2024, 11:48 AM
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>> Global markets focused on the Jackson Hole meeting. Therefore the volatility level of the financial assets remains low.

>> The US markets closed the day in the green area despite Trump's assortments on ending "NAFTA." and building the Mexican border wall if it means closing the US government.

>> Trump's statements create risk for the green backed securities and Yellen, with the other FOMC members, know this. Therefore, at the Jackson Hole meeting, she has to think and predict Trump and his future effects to the economy despite the inflation target and how to end the "QE".

>> The US dollar continued to lose value against major currencies and the US 10-year government bonds rates' followed a flat course.

>> The other side of the ocean seem to lose momentum after yesterday's green area close. The 10-year Japanese government bonds look attractive again due to Trump's statements and low volatility, which is caused by Jack Hole.

>> A profit taking day where Asian markets seem to catch the breath is observed on the other side of the ocean.

>> Due to Asian markets, we are expecting a flat/positive opening in the BIST 100, where the sell off in the market due to profit taking, has a high possibility.

>> The FOMC Kaplan and Draghi statements are going to be the primary focus of the financial markets.

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