The ‘great disconnect’ between markets & fundamentals is a concern - GKFX

Dec 08, 2016, 05:19 PM

Markets continue to scale new heights, especially in the US. Meanwhile, Europe and Asia continue to show uncanny resilience to the political mess in Europe.

Furthermore, Trump rally is just a “hope trade”. There are major political events in 2017. Brexit is still a long way to go.

How long can the equity markets turn the blind eye towards the macro/fundamental scene?

Listen to the full segment in which James Hughes, Chief Analyst at GKFX discusses the broader market outlook. Hughes says the ‘great disconnect’ means a greater risk of a sharper pull back. Hughes also states that further gains in oil prices are at the mercy of what the non-OPEC producers do.

#markets, #trading, #politics, #Brexit, #Italy, #elections, #economics, #fundamentals, #Europe, #US, #equities, #stocks