27
Mai
2018
A BUY Alert on this asian index…
We amplify the “Megatrend” orientation of our Dollar Growth portfolio, realizing 3 changes…
We integrate a regional ETF in our Active Euro Portfolio…
Our risk of Crash indicator is again down to 33.1 / 100 below the trigger point for a cash component in our Global Macro portfolio…
Bullish / Bearish alerts of the week…
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A week of resilience for the equity markets, with the S&P500 down slightly (-0.5%) and Nasdaq100 falling by only -1.2% over the period despite the upward push on long-term rates and doubts about trade negotiations between the US and China while in Europe the Stoxx600NR rose + 0.7%, thanks to the oil sector and also the strong US dollar at 1.17.