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Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

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Thematic (Sector/Industry)

<ul>
<li>US: Stocks fall on political turmoil despite positive noises from the Fed with a dovish rate hike, a reduction in expected 2019 hikes and positive trends on employment and inflation.</li>
<li>Russia: Unexpected 25 bps rate hike in the face of higher inflation in Nov. Watch for impact of lower oil prices in coming quarters.</li>
<li>Turkey: Economic developments remain negative. The outlook for retail sales is poor as the economy in general is faltering.</li>
<li>Indonesia: Trade deficit in November. Exports down 3.3%; imports up 11.68%. This disappointing performance could be the beginning of a trend.</li>
</ul>


US: Stocks fall on political turmoil despite positive noises from the Fed with a dovish rate hike, a reduction in expected 2019 hikes and positive trends on employment and inflation.
Russia: Unexpected 25 bps rate hike in the face of higher inflation in Nov. Watch for impact of lower oil prices in coming quarters.
Turkey: Economic developments remain negative. The outlook for retail sales is poor as the economy in general is faltering.
Indonesia: Trade deficit in November. Exports down 3.3%; imports up 11.68%. This disappointing performance could be the beginning of a trend.


RRG Global Macro - US Fed Positive Outlook - Stocks Fall.  Politics Take Over from Fundamentals