Market On Open, Tuesday 11 November

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Liquidity vs. Fundamentals

by Alex King, CEO, Cestrian Capital Research, Inc

We’re now in a sort of price discovery period. Any recent weakness that could credibly be blamed on the government shutdown should in theory begin to retreat. Delayed macro data will now start to flow once more and the market is likely to react accordingly. Equities look like they are set to make a bullish run into year end but as always, price and not narrative or expectation is the only think one should pay attention to.

Now, let’s take a look at where all the moving parts stand. Join our Inner Circle service if you want the good stuff every day in your inbox.

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