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Cyclical recovery here. I guess thats something for the day. Based on the Technical Levels like the 200 day moving average, there are bullish signals out of the small and midcap space. Caroline what is the number one risk on your mind . Please ask that again . Caroline what is your number one risk . U. S. China . Deteriorating earnings . Coronavirus and a lack of a vexing . Vaccine . There are always risks that keep you up at night. Longerterm, ive never seen the monetary stimulation i have seen in the last six months were money growth is rowing at 80 annualized. I think ive been wrong that in...

Be also not seeing the robust gains we have seen the last couple days. Looks like we are snapping out of six days of gains for mainland shares. Hang seng also down 53 points or so. Nikkei futures slightly positive. We are watching currencies and other bonds as well. We are looking of course at the dollar which is holding pretty steady after we saw some strength in the u. S. Session. Chinese 10 year yields, yields actually falling lower by two basis points. Offshore room and be back above 710, 702. Aussie dollar continuing to see weakness with victoria, melbourne under a six week lockdown. And ...

Looked up to when you were definitely one of those. Wow how flattering that thank you and that means a lot to me geez. You know what i always did dig the action of crafting and stuff like that i remember seinfeld i said to jerry once years ago i said what. You know what are you doing the most and he loved the syllable county he loved getting the words right and he used to say that being a comedian is like sit my f. I sit and when the drip comes at you catch it before it goes down the drain most people let it go down the drain and then yeah analyze that always took my breath away as and thats e...

By market. Indonesia coming online. You are seeing a marginal gain. Although when it comes to the virus, the deadliest day yet in indonesia. The story is chinese stocks. The csi 300, we are up another 3 , extending the fiveyear highs. All four of the major benchmarks in china in overbought territory. Is it the case of foam a of fomo . The topix up by 1 . We expect the earnings season to kick off with consumer stocks. The market has underperformed as of late. We are also watching currencies. We mentioned the dollar, posting the drop. Across asia fx, a strong renminbi. Risk on move today. Brent ...

Corporate taxes will rise in the united states. That is the possibility, they will not rise as profoundly as they drop. I think it is not clear whether we can make that case or not at this point. Romaine we are speaking with stephen whiting. Here is where we close on the day. Pretty much a risk on day with all of the major indices, including the russell, getting in on the action. Caroline nasdaq up 2. 2 . You really can see where the commitment is within the sector. Volumes were lower. Just coming off the back of fourth of july. Indeed, about 10 for the dow jones in terms of trading. It is not...