Wednesday, September 11, 2013

Syria Gets a Breather

Markets reversing a lot of it's fear sentiment as Putin makes proposal that delays US attacks. US Dollar, Oil and Gold all selling off in response. Equity markets have been getting bid pretty strongly, going against the September seasonal expectations. Yen near lows
Apple put out some awkward plastic phones last nights, they look cheap, but aren't cheap -iphone 5c. Apple stock fell below 500.
I've been looking at getting into China for awhile, and looks like materials are finding support and a lot more coverage of the emerging markets may see a bullish run in China towards the end of the year. Allianz coverage