Long

DAX: Don´t miss the next 1.000 Points to the up side.

Mis à jour

Remember Germany´s Retail and (1) Pro Investors Mood: For sure there will be a sell off after inauguration day, starting buy January 23rd. 2017.

According to the Handelsblatt.com sentiment survey from monday January 23rd 2017 most of professional investors are wating at the sidelines. Retail Investors are highly bearish, even today, even is this minutes when this trading idea is published.

The DAX will answer to this with a new all time high in the next trading days.

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01/24/2017
Remember the consensus view only one week ago:

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01/24/2017
The Dow Jones Transportation Index is closing in on a new all time high like the Dow Industrial. If you follow The Dow Theory than expect a larger spike to the upside.

Dow Transport: Ready for new All Time Highs

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01/24/2017
NASDAQ Comp.: New All Time High

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01/24/2017
Germany's MDAX: All Time High

Germany´s Mid Cap DAX: Ready for new all time highs

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DAX 20.000, January: Signs of Market Capitulation

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You missed to buy Europe? Buy the German DAX now!

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Jan. 25, 2017:
Donald Trump is saying in a speech to homeland security agents and employees that he will work together with Mexiko to build "the wall". Mexiko will benefit from lower crime rates and lower immigrants comming from south america. Donald Trump did not mention in a single word, that Mexiko need to pay for the wall. Trump said also a strong Mexican Economy is good for U.S.

Finally Donald Trump said he wants to become President for "everyone".

Cls.:Donald Trump is making a U-turn changing to "Mr. Nice Guy".

quot erat demonstrandum

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Quote:
Mexican peso rallies as Trump unveils border security plans

Published: Jan 25, 2017 3:19 p.m. ET

The dollar weakened against the Mexican peso on Wednesday after President Donald Trump introduced his plans for tightening security along the U.S.'s southern border. The dollar USDMXN, -1.9050% fell 1.6% to 21.14 pesos, compared with 21.51 pesos late Tuesday in New York. Trump signed two executive orders pertaining to immigration: one authorizing his promised border wall and another providing more resources to immigration authorities inside the U.S. In his remarks, Trump emphasized that a strong Mexican economy is good for the U.S., and that he would maintain a productive relationship with the U.S.'s southern neighbor. Source: marketwatch.com/story/peso-rallies-as-trump-unveils-border-security-plans-2017-01-25?siteid=bigcharts&dist=bigcharts

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Jan 25, 2017

U.S. share indexes set record highs as Trump policies spur investors
Stock Markets24 minutes ago (Jan 25, 2017 03:54PM ET)

nvesting.com - U.S. share indexes rose to records on Wednesday with the Dow Jones Industrial Average hitting 20,000 for the first time on Wednesday as strong earnings and President Donald Trump's pro-growth initiatives reignited a post-election rally.
Trump has made several business-friendly decisions since taking office on Friday, including signing executive orders to reduce regulatory burden on domestic manufacturers and clearing the way for the construction of two oil pipelines.
The Dow was last quoted at 20,072.13, up 0.80%, while the S&P 500 rose 0.85% to 2,299.35 and the tech-heavy Nasdaq composite rose 1.01% to 5,657.79.
Trump has also proposed tax cuts and higher fiscal spending working with a Republican-controlled Congress.
Source: investing.com/news/stock-market-news/u.s.-share-indexes-set-record-highs-as-trump-policies-spur-investors-455686

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01/25/2017
Dow Jones Transportation Index: Impressive upmove.
If you follow the Dow Theory: The DJT is going to confirm any DJIA all time high if ever rising only a few points higher only.
invst.ly/35413

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DJT: New All Time High. If you follow the Dow Theory than todays DJIA ATH is confirmed by the Dow Transportation Index.
invst.ly/35fhl

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Comment: Jan 27 2017

Watch todays Lindsey Grahams comment on twitter

Border security yes, tariffs no. Mexico is 3rd largest trading partner. Any tariff we can levy they can levy. Huge barrier to econ growth /1
1,092 replies 7,528 retweets 14,604 likes
Source: twitter.com/LindseyGrahamSC/status/824733324769951744

Simply put, any policy proposal which drives up costs of Corona, tequila, or margaritas is a big-time bad idea. Mucho Sad. (2)
twitter.com/LindseyGrahamSC/status/824734113412345856

Now check how many Senators Donald Trump can affort to loose more:
en.wikipedia.org/wiki/United_States_Senate_elections,_2016

Lindsey Graham made the point: Not Mexiko is paying "The Wall". It is the U.S. consumer. Guess how many more senators might vote with a "NO".

USDMXN follow this logic for sure. The peso today again strengthen against the US Dollar - no matter what Donald Trump is telling or "repeating".

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Expect Donald Trump to become more moderate

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Jan. 28 2017

Quote:

CETA clears hurdle in European Union parliament

A planned EU-Canada free-trade deal moved closer to reality on Tuesday after a key committee advised the European Parliament to give its backing after months of protests and heated debate.

The Comprehensive Economic and Trade Agreement (CETA) is seen as a test of Europe’s ability to forge future trade accords and as a counterweight to anticipated protectionism under new U.S. President Donald Trump. “It’s more than just a free-trade treaty with Canada. It’s a statement about how we relate with the rest of the world,” said Sorin Moisa, CETA co-ordinator for the center-left Progressive Alliance of Socialists and Democrats group, whose members have been divided over the pact. “We want to shape rather than withdraw from the world, and all the more so after Trump,” he told Reuters in an interview. Source: theglobeandmail.com/report-on-business/economy/eu-canada-trade-deal-clears-hurdle-in-eu-parliament/article33714037/

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Jan. 28 2017

The European Union is working on a free trade agreement with Mercosur since allmost 15 years. Donald Trump agressive boarder tax politic is excellerating this negotiations obviously.
en.wikipedia.org/wiki/Mercosur
ec.europa.eu/trade/policy/countries-and-regions/regions/mercosur/
trade.ec.europa.eu/doclib/press/index.cfm?id=1478

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Gallup: Trump Net Approval Rating Drops 8 Points In First Week In Office

President Donald Trump’s net approval rating dropped by eight points in his first week in the Oval Office, according to daily polls tracked by Gallup.

On Sunday Jan. 22, two days after being sworn in, 45 percent of respondents said they disapproved of Trump’s job performance and 45 percent approved. By Friday Jan. 27, the percentage who disapproved rose to 50 and percentage who approved dipped to 42. Trump has had a busy but rocky first week in office, signing off a series of executive orders laying out major policy changes like a temporary ban on refugees and on citizens from seven majority-Muslim nations. He had a friendly meeting with British Prime Minister Theresa May on Friday, but raised tensions with Mexican president Enrique Peña-Nieto over his insistence that Mexico will pay for a southern border wall that the country does not want. Other national surveys show similarly low approval ratings for the President. Forty-four percent of respondents to a Quinnipiac survey released Thursday said they disapproved of his handling of the presidency thus far, while only 36 percent approved. Source: talkingpointsmemo.com/livewire/gallup-trump-approval-rating-falls-week-one

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Jan 30 2017

Quote: Business News | Mon Jan 30, 2017 | 9:24am EST
Goldman Sachs CEO says bank does not support Trump travel ban

Goldman Sachs Group Inc (GS.N) CEO Lloyd Blankfein told employees that President Donald Trump's order to halt arrivals from seven Muslim-majority countries was not a policy the bank endorsed, according to a source familiar with the matter. "This is not a policy we support, and I would note that it has already been challenged in federal court, and some of the order has been enjoined at least temporarily," Blankfein told employees in a voicemail on Sunday.
Blankfein said Goldman Sachs would work to minimize potential disruptions to employees and their families caused by Trump's order, according to a transcript seen by Reuters. Most U.S. corporate bosses have stayed silent on Trump's immigration curbs, underscoring the sensitivities around opposing policies that could provoke a backlash from the White House.
Source: reuters.com/article/us-usa-trump-immigration-companies-goldm-idUSKBN15E1H2

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Jan 30 2017

It took 3 years for George W. Bush to hit 50% disapproval. Trump is there after 8 days.
Jacob Gardenswartz
51 Mins Ago

Trump is the only modern president to reach majority disapproval in such a short period of time. It took hundreds of days for all other presidents to reach 50 percent disapproval, according to Gallup, which has been polling presidential approval since 1945. Some, like Gerald Ford and Dwight Eisenhower, never saw a majority disapprove of their performance.
Source cnbc.com/2017/01/30/pols-trump-reaches-majority-disapproval-faster-than-any-modern-potus.html

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Jan 30 2017:

The New York Post
New life for Mike Pence’s tweet calling Muslim ban ‘offensive and unconstitutional’

Published: Jan 29, 2017 7:06 p.m. ET

An old assertion of Vice President Mike Pence’s raised eyebrows over the weekend as it emerged from the annals of Twitter — and stood as a direct contradiction to President Donald Trump’s new executive order banning immigration from Muslim-majority countries.
“Calls to ban Muslims from entering the U.S. are offensive and unconstitutional,” then-governor Pence tweeted at 7:30 a.m. on Dec. 8, 2015.
twitter.com/GovPenceIN/status/674249808610066433?ref_src=twsrc^tfw

Source: marketwatch.com/story/new-life-for-mike-pences-tweet-calling-muslim-ban-offensive-and-unconstitutional-2017-01-29?siteid=bigcharts&dist=bigcharts

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Jan 31 2017

Quote: Justice department lawyers instructed not to defend Trump migration order – reports

The acting US attorney general Sally Yates has instructed Justice Department lawyers not to defend President Donald Trump’s executive order banning travel for people from seven Muslim-majority countries, according to reports. Yates was appointed by Barack Obama, and is serving as the acting head of the Justice Department until Jeff Sessions’ likely confirmation. Source theguardian.com/us-news/2017/jan/30/justice-department-trump-immigration-acting-attorney-general-sally-yates

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Jan 30 2017

Quote: Asia Pacific nations are tilting closer toward China as Trump declares 'America First'

There are strong signs that countries in Asia and the Pacific region are turning away from the United States and tilting toward China as the Trump administration emphasizes "America First."
Perhaps the most alarming signals are coming from Australia, a country that has deep cultural and historical ties to the United States but which depends on exports of raw materials to China. Donald Trump is deeply unpopular in Australia, which like the United States is an immigrant nation. Last week, Australian Prime Minister Malcolm Turnbull said he was open to the idea of China taking the place of the United States in the Trans-Pacific Partnership, or TPP. The Obama administration had led the effort to build the TPP, and had designed the trading bloc with the U.S. at its center. But President Donald Trump effectively killed the TPP immediately after taking office. Source: cnbc.com/2017/01/31/asian-countries-are-tilting-away-from-the-us-toward-china.html

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Jan 31 2017

The DAX is loosing some ground. Fears about Donald Trump caused two sell offs in two days. Expect that Federal Courts are going to stopp Trump in the next days.

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Jan 31 2017

Quote: For some, Sally Yates' firing resembles Saturday Night Massacre

Acting Attorney General Sally Yates' firing over her refusal to enforce President Trump's immigration ban made waves on social media Monday night. And, as news spread of the ouster, critics thought of another clash between a president and attorney general that ended in an ouster: the Saturday Night Massacre. Many compared what happened to Yates, an Obama holdover who defied Trump's executive order suspending immigration from seven majority-Muslim countries, to former President Richard Nixon's clash with his Attorney General's Office over the handling of the Watergate investigation. That disagreement led to the resignations of Attorney General Elliot L. Richardson and Deputy Attorney General William D. Ruckelshaus. Source: cnbc.com/2017/01/31/for-some-sally-yates-firing-resembles-saturday-night-massacre.html

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Jan 31 2017

Quote: San Francisco sues Trump over sanctuary city order
Commodities9 minutes ago (Jan 31, 2017 02:18PM ET)

By Dan Levine

SAN FRANCISCO (Reuters) - San Francisco filed a lawsuit on Tuesday challenging President Donald Trump's executive order directing the U.S. government to withhold money from cities that have adopted sanctuary policies toward undocumented immigrants. The lawsuit, filed by San Francisco City Attorney Dennis Herrera, marks the first court challenge over the sanctuary order filed by one of the targeted cities. Trump signed the directive on sanctuary cities on Jan. 25, along with an executive order to build a wall along the U.S.-Mexican border, as he charged ahead with sweeping and divisive plans to transform how the United States deals with immigration and national security. Local officials in cities such as New York, Los Angeles, Chicago, Philadelphia, Boston, Denver, Washington and Seattle, as well as San Francisco, offer some forms of protection to illegal immigrants. Billions of dollars in federal aid to those cities could be at risk. Tuesday's lawsuit alleges that the executive order violates the 10th Amendment of the U.S. Constitution, which states that powers not granted to the federal government should fall to the states. "In blatant disregard of the law, President of the United States seeks to coerce local authorities into abandoning what are known as 'Sanctuary City' laws and policies," said the lawsuit, filed in San Francisco federal court. Soure: investing.com/news/commodities-news/san-francisco-sues-trump-over-sanctuary-city-order-456969

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Jan 31 2017

Quote: Euro zone growth outpaces the US for the first time since the 2008 crash
Silvia Amaro | @Silvia_Amaro

Euro zone officials received a slew of good news on Tuesday morning with stronger-than-expected growth and inflation figures and a falling unemployment rate. The 19-member economy saw GDP (gross domestic product) growth of 0.5 percent in the last quarter of 2016 compared to the previous three-month period, and the preliminary figures also showed a 1.8 percent rise compared to the previous year. As a result, in the whole of 2016, the euro area grew 1.7 percent.
This means that for the first time since 2008, during the height of the global financial crisis, the euro area's GDP rose at a faster pace than the U.S., according to official data. Last week U.S. authorities said the economy grew only 1.6 percent in 2016, its weakest pace since 2011. Source: cnbc.com/2017/01/31/euro-zone-gdp-hits-05-in-last-quarter-of-2016-beating-estimates-january-inflation-at-18-unemployment-falls.html

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Do not be scared about Donald Trump. Just laugh!

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Feb 01 2017

After 13 consecutive days of something like a "Trump nightmare" expect stockmarkets to return to daily business focused on earning and global growth. Watch the NASDAQ Comp for another unexpected ATH in the next days lead by APPL, FB & TSLA.

FB today: After hours plus 4 USD or 3%. Expect tomorrow a huge break away gap leading the comp higher. invst.ly/36rts

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Februar 02 2017: U.S. Retailers starts to fight back.

Quote:

Stop the Border Adjustment Tax
Don´t make hard working families pay more on essantiel products

Tell Congress No To The Border Adjustment Tax
Make your voice heard on how this misguided proposal will impact you, your family, and jobs in your local community.

Take Action

Quote: keepamericaaffordable.com/default.aspx

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Feb 02 2017: Mexicans not afraid of Trump´s border tax

In avocado country, Mexicans not afraid of Trump tariff threats
Economy37 minutes ago (Feb 02, 2017 02:30PM ET)

By Adriana Barrera

URUAPAN, Mexico (Reuters) - Avocado farmers in the rolling hillsides of Mexico's Michoacan state are not worried for now by U.S. President Donald Trump's threats to tear up a trade deal which could make the favorite snack of Super Bowl viewers more expensive.
Americans will chomp through huge amounts of avocados mashed into guacamole during the Super Bowl on Sunday, and 80 percent of those fruits will come from Mexico’s ever-larger expanse of orchards, thanks to a free market created by the North American Free Trade Agreement in 1994.
It is peak season for guacamole, a word that means avocado sauce in Mexico's native Nahuatl language. Some 100,000 tonnes of the green fruit, or 12 percent of annual U.S. demand, will be consumed on Sunday and in the days before and after the New England Patriots game against the Atlanta Falcons, exporters say.
With such market dominance and demand, growers like Adrian Iturbide doubt Trump's eagerness to impose duties on Mexican goods will dent exports. They feel they have little to fear from proposals by the Republican such as a 20 percent blanket tariff on U.S. imports from Mexico, that would affect sales of "green gold" to the northern neighbor.

Quote: investing.com/news/economy-news/in-avocado-country,-mexicans-not-afraid-of-trump-tariff-threats-457561

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Feb 02 2017 Geopolitics will move the stockmarkets. This news is suprising traders:

Quote: UN Ambassador Haley hits Russia hard on Ukraine

(CNN)The US Ambassador to the United Nations offered a strong condemnation of Russia in her first appearance at the UN Security Council on Thursday, calling on Moscow to de-escalate violence in eastern Ukraine and saying that US sanctions against Moscow would remain in place until it withdraws from Crimea.
"The United States continues to condemn and call for an immediate end to the Russian occupation of Crimea," said Nikki Haley, President Donald Trump's envoy to the world body. "Crimea is a part of Ukraine. Our Crimea-related sanctions will remain in place until Russia returns control over the peninsula to Ukraine."
Haley was speaking at an emergency UN meeting about a sudden upsurge in violence in eastern Ukraine, where Russian-backed separatists have been fighting the Ukrainian army. Her remarks were notable for the stark difference between her rhetoric and Trump's.
On the campaign trail, the President hinted he might recognize Russia's annexation of Crimea. In the weeks before and after his inauguration, Trump's refusal to condemn Russian hacking during the election and his attacks on the intelligence community for investigating those hacks raised questions about his ties to Moscow.
Source: edition.cnn.com/2017/02/02/politics/haley-russia-un/

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Feb 09 2017 Quote: Why Trump might play nice with Japan’s Abe

Published: Feb 9, 2017 5:04 p.m. ET

The White House is describing President Donald Trump’s plan to host Japanese Prime Minister Shinzo Abe at his golf resort in Florida as a “gift,” a day ahead of the meeting in Washington between the two leaders. “That is a gift that the president is extending to the prime minister,” White House press secretary Sean Spicer told reporters Thursday about the planned weekend visit to Trump’s Mar-a-Lago estate. Abe and Trump are due to have talks at the White House Friday and the two are scheduled to travel together to the Palm Beach resort afterward. Questions have arisen about the ethics of the trip. Experts cited by The Wall Street Journal said the most appropriate option would be for Trump to host Abe at Mar-a-Lago as his guest, if Japanese government ethics rules permit. Source: marketwatch.com/story/mar-a-lago-visit-a-gift-to-abe-from-trump-white-house-says-2017-02-09

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Comment: Feb 10 2017: New All Time High for Germany´s Mid Cap DAX invst.ly/38-zf

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FEB 13 2017 Trump discovers the limits of his power
edition.cnn.com/2017/02/11/opinions/trump-white-house-power-limits-zelizer-opinion/index.html?iid=ob_lockedrail_topeditorial

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Comment: FEB 13 2017 Wall St. set to extend record run as 'Trump trade' rekindles
Stock Markets38 minutes ago (Feb 13, 2017 08:44AM ET)
investing.com/news/stock-market-news/wall-st.-set-to-extend-record-run-as-'trump-trade'-rekindles-459544

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FEB 13 2017: Impressive momentum pushes Germany`s MDAX to a new all time high invst.ly/39gcn

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FEB 15 2017: New polls showing a huge loss of voters for far wing parties. Nederlands PVV (Wilders) and Germany's AfD lost one third of voters after Trumps inauguration on January 20th. New polls from France to come next days.

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Comment: Comment: FEB 15 2017: Record winning streak not seen in a quarter century.
marketwatch.com/story/stock-market-on-brink-of-best-win-streak-in-a-quarter-century-2017-02-15?siteid=bigcharts&dist=bigcharts

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FEB 15 2016| Germany's Allianz announced today a 3 Billion Euro Stockbuyback Program. Expect other DAX companies to follow. Stock repurchase programs are unusual in Germanies DAX 30.

investing.com/news/stock-market-news/allianz-proposes-share-buyback-up-to-3-billion-euros-after-fourth-quarter-profit-jump-460456

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Quote:

ZURICH (Reuters) - Allianz (DE:ALVG), Europe's largest insurer, proposed spending 3 billion euros ($3.2 billion) on buying back its own shares on Thursday after the Munich-based firm posted higher than expected profits and said it was adjusting its policy on budgeting for possible takeovers.
The company announced a 4.1 percent rise in the dividend to 7.60 euros per share after posting a 23 percent rise in its fourth-quarter net profit to 1.7 billion euros, beating the average of 1.54 billion euros forecast by analysts, according to a Reuters poll.
Net profit for the full year was up 4 percent at 6.9 billion euros, just ahead of the average of forecasts of 6.77 billion euros.
"In future, 50 percent of group net attributable income will still be returned to shareholders in the form of a regular dividend," the group said in a statement.
"However, Allianz no longer intends to link its budget for external growth to shareholder pay-outs in a three-year cycle.
"Rather, half of net income should be used as deemed appropriate to finance growth, or it will be returned to shareholders on a flexible basis."
The new 12-month buyback program which is due to start on February 17 remains subject to the company maintaining a Solvency II capital adequacy ratio of above 160 percent of the minimum requirement, Allianz said in a statement, and represents 4.2 percent of the group's current market capitalization.
"The year (2016) was filled with surprises, not all of them welcome, that challenged many assumptions, fueled geopolitical uncertainty and market volatility, and that make 2017 difficult to predict," Chief Executive Oliver Baete said in a statement.
"Nevertheless, we feel confident enough to raise our operating profit target range," he said, referring to a target of 10.8 billion euros, plus or minus 500 million, in 2017.
Operating profit in 2016 rose 0.9 percent to 10.8 billion euros, which compared with an average of analysts' forecasts of 10.87 billion.

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FEB 17 2017: Europes Voters are getting more scared about Trump

Todays topic is yesterdays Trumps meeting with "the press". People getting scared about Donald Trump. Latest poll in Germany is showing, that 78% of all Germans now scared (!) about Trump. Same time far right parties losing massively voters in Europe. The latest opionion poll in the netherlands is showing a dramatic loss of Voters for Wilders. If ever this numbers migh be confirmed in the next days than Wilders lost 40% (!) of all voters sind Trumps inauguration. de.wikipedia.org/wiki/Parlamentswahl_in_den_Niederlanden_2017

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JAN 19 2017: Trump backfires European far right wing parties: Germany´s AfD lost 50% of all likely voters within 4 month only.

Latest poll from today is showing Germany´s anti EU and anti Muslim Party AfD droped to 9% of likely voters in the September election. This is a huge loss of 50% of all likely voters. One day before Trumps inauguration opinon polls showing the AfD to win at least 16-18%.

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FEB 21 2017: Euro zone businesses growth fastest since April 2011: PMIs
Economic Indicators5 minutes ago (Feb 21, 2017 04:20AM ET)
investing.com/news/economic-indicators/euro-zone-businesses-growth-fastest-since-april-2011:-pmis-461114

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FEB 21 2017 Border tax hits political reality, and only Trump can save it

John Harwood | @johnjharwood
6 Mins Ago
Quote: So, Sen. David Perdue of Georgia, a former retail executive, has pronounced border adjustment an economic threat. Sen. Tom Cotton of Arkansas, home base of Wal-Mart, has vowed to fight it. John Cornyn of Texas, who worries about the effect on oil prices and serves as the Senate's second-ranking Republican, last week pronounced border adjustment "on life support." Those three Republicans alone — if they hold firm — could be enough to sink the idea in a Senate where Republicans control just 52 seats. Source: cnbc.com/2017/02/21/border-tax-hits-political-reality-and-only-trump-can-save-it.html

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FEB 21 2017: Watch how strong the Mexican Peos is today: invst.ly/3bcph invst.ly/3bcpm

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FEB 22 2017: Only one side can be right.

1. Markets:
Quote: Euro plummets to 6 week lows as Le Pen's presidential bid looms: SocGen
Investors appear to be increasingly nervous ahead of the scheduled elections in the Netherlands, France and Germany after failing to foresee the outcomes of the U.K.'s Brexit vote and U.S. President Donald Trump's victory. "So much uncertainty with 9 weeks to go until the first round of the (French) election means we will probably see nervousness persist, and undermine the Euro across the board," Societe Generale analysts concluded. Soure: cnbc.com/2017/02/22/euro-plummets-to-6-week-lows-as-le-pens-presidential-bid-looms-socgen.html

or:

2. Facts:
Germany´s far right wing and antie EU and anti Islam Party AfD dropped today to 8% of likely voters fro 18% last year. This is a huge loss of 60% of all likely voters since August 2016.
spiegel.de/politik/deutschland/afd-faellt-in-forsa-umfrage-auf-acht-prozent-a-1135756.html

Netherlands far right wing and anti EU, anti EURO and anti Islam Party PVV (Wlders) is loosing very fast ground now week by week and lost at least 25 - 40% of all likely voters. The PVV is now expected to win 16% of all votersonly to become probaly second stronges party only. This is the lowest numbers in more than two years. The Nederlands elections is held on March 15 2017.
n-tv.de/politik/Wilders-rauscht-ins-Umfragetief-article19714264.html

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FEB 24 2017: Germany´s Automaker VW posts (record) earnings despite Dieselgate. Expect VW to boost the DAX by monday.

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MAR 01 2017: The DAX: Impressive weekly candle wipping out this widely antizipated "sell signal" from last friday. invst.ly/3d7vp

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Comment: MAR 15 2017: German GDP growth likely accelerated in Q1 2017
morningstar.com/news/dow-jones/TDJNDN_201703153115/german-gdp-growth-likely-accelerated-in-first-quarter-economics-ministry.html

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March 23 201, French Election: After first TV-Debate Macron is taking the lead for the first round of election

Macron: 26%
LePen: 25%
Source:en.m.wikipedia.org/wiki/French_presidential_election,_2017

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MAR 23 2017: All major sentiment Indicators showing "fear" or "extreme fear" - even Markets just a few points under multi year highs or all time highs (DAX)

Before you read this news about todays market action (link below) keep your attention to the high level of putbuying at the CBOE: Total Intraday Put/Call Ratio 1,13. If ever there might be any higher number before the weekend the remind that usually high numbers like this are followed by a major spike to the upside some trading days later. Expect that a "fail" for Donald J. Trump might be nothing else than "sell the news" (for shortsellers). You need to invert the situation.

DAX Traders need to be aware that the EUWAX Sentiment Indicator today once more was extremely negative - means nothing else that putbuying was extremely high.
Quote: Wall St closes lower after Healthcare vote delay

investing.com/news/stock-market-news/wall-st-closes-lower%2C-after-healthcare-vote-delay-468437

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MAR 24 2017: Trump's approval rating craters in poll — and his base is the culprit

Quote: President Donald Trump's approval rating has fallen to 37% — a new low, according to a Quinnipiac University national poll released Wednesday. The poll found the president to be losing crucial support among Republicans, men, and white voters. The survey of 1,056 voters from across the US found that Trump's approval among Republican voters dropped to 81%, from 91% of those surveyed in a similar Quinnipiac poll two weeks ago. His disapproval rating among that group jumped to 14% from 5%.
The poll showed those in Trump's most supportive demographics — male and white voters — to be increasingly unhappy with his performance. Forty-three percent of men approved of Trump — down from 49% in the most recent poll, while 44% of white voters approved, also down from 49%. "Most alarming for President Donald Trump, the demographic underpinnings of his support, Republicans, white voters, especially men and those without a college degree, are starting to have doubts," the assistant director of the poll, Tim Malloy, said in a statement. Source: uk.businessinsider.com/trumps-approval-rating-craters-in-poll-and-his-base-is-the-culprit-2017-3%3Fr%3DUS%26IR%3DT

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APR 01 2017: For Stockmarket Traders the Brexit is linked with "the rise of populism" in Europe. In most traders logic the Brexit should had caused a victory of Dutch far right party PVV (Gert Wilders) and should cause a victory of Marine LePen. The overall logic behind this story was to short European stockmarkets. This the rise of populism die not happened because voters in Europe turning away from populism, wich finally caused without any doubt the Brexit.

Two votes had been won by populists: The Brexit and the U.S. Election. Now lets have a look, how the latest approval rates are for Donald Trump:

MAR 30 2017: Majority of Americans think Trump's doing a poor job and the country is headed in the wrong direction: Poll
Source: cnbc.com/2017/03/30/poll-trumps-approval-rating-is-falling.html
Trump's approval rating slips to another new low, much lower than resent presidents at this point in their terms
Source: cnbc.com/2017/03/29/trumps-approval-rating-slips-to-another-new-low-much-lower-than-recent-presidents-at-this-point-in-their-terms.html

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APR 04 2017: Michael Hasenstab bets against euro in populist hedge

Quote: Michael Hasenstab is betting against the euro, a striking position for an investment manager celebrated in Europe for throwing the weight of Franklin Templeton’s flagship bond fund behind Ireland and Hungary as they emerged from the debt crisis. Speaking to the Financial Times, his comments highlight the concerns of many international investors, amplified following a campaign pledge from Marine Le Pen, presidential candidate of the far right in France’s upcoming presidential election, to withdraw the country from Europe’s single currency.
Quote: ft.com/content/bba626fa-0994-11e7-ac5a-903b21361b43

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APR 17 2017 - Wall Street banker Cohn moving Trump toward moderate policies
WASHINGTON/BOSTON (Reuters) - In a White House marked by infighting, top economic aide Gary Cohn, a Democrat and former Goldman Sachs banker, is muscling aside some of President Donald Trump's hard-right advisers to push more moderate, business-friendly economic policies. Source: reuters.com/article/us-northkorea-usa-missile-idUSKBN17H0NL

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APR 20 2017: It´s now headline on bloomberg.com
French Election Shocker: Pollsters Baffled by Four-Way Race
Sorce: bloomberg.com/politics/articles/2017-04-19/french-election-shocker-pollsters-baffled-by-four-way-contest

Note

German manufacturing growth near six-year high in April: PMI m.investing.com/news/economic-indicators/german-manufacturing-growth-near-six-year-high-in-april:-pmi-479204

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All European Long Trades closed on profit taking. For additional information please click on the chart and read further up dates.

Major Negativ Event: Gemany's Carmakers Dragging Down The DAX

Trade fermée: ordre d’arrêt atteint

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