S&P 500
Largo

Expect A Major Stockmarket Rallye In Europe By Monday

Actualizado
Geopolitics is an issue for stockmarkets.

Even the last 10 tradingdays showed a more "downside momentum" based on fears about Donald Trump political view the NASDAQ Comp. sets a new all time high on friday.

Same time Europe underperformed the U.S. Stockmarkets. Overwehlming fears about Donald Trumps executive orders, starting one week ago with the "travel ban" took a lot of optimism away from the majority of investors.

Right now Trumps travel ban is nationwide halted by a Federal Judge showing that Donald Trumps need to follow constitutional law. This will bring back confidence even in U.S. politics as in global stockmarkets as well. Expect Europes Stockmarkets to rise 2-3% an monday starting with another capitulation gap to the up side.
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Jan 04 2017

Quote: Federal judge temporarily halts Trump travel ban nationwide

Washington (CNN)A federal judge temporarily halted President Donald Trump's immigration executive order effective nationwide Friday, a significant setback for the controversial travel ban. Federal Judge James Robart, who presides in Washington state and was appointed by former President George W. Bush, orally granted the temporary restraining order. A written order was issued later in the evening.
Trump's executive order that he signed last week suspended immigration from seven Muslim-majority countries for 90 days, the US refugee program for 120 days and indefinitely halted Syrian refugees from entering the US. Source: edition.cnn.com/2017/02/03/politics/federal-judge-temporarily-halts-trump-travel-ban-nationwide-ag-says/index.html?adkey=bn
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Expect Donald Trump to become more moderate
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Do not be scared about Donald Trump. Just laugh!
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Trumps Transition to Mr. Nice Guy
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Feb 06 2017: Today´s technical damage

invst.ly/37tc2
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Comment: Feb 06 2017. Todays technical damage for the DAX

Three falling methods: Continuation pattern

invst.ly/37tdr
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Feb 06 2017: Angela Merkel’s CDU political party has fallen suprisingly quick into second place behind Germany’s centre-left opposition

Angela Merkel's party falls behind Germany's centre-left opposition SPD for first time in a decade

A new poll shows the CDU is trailing the SPD

Angela Merkel’s CDU political party has fallen into second place behind Germany’s centre-left opposition for the first time in a decade, according to a new poll. The survey, carried out by pollsters INSA for Germany’s Bild newspaper, found Ms Merkel’s Christian democrats on 30 per cent, down three from the previous poll. The German Social Democratic Party (SPD), which has trailed Ms Merkel’s party in the polls for years, was meanwhile up four points to 31 per cent – putting it just slightly ahead.^A German election polling average maintained by German newspaper Der Spiegel has not had the SPD ahead on average since late 2006. Though only the findings of a single poll, the latest results appear to be a symbolic watershed moment in Germany politics, which Ms Merkel has dominated for over a decade.
Source: independent.co.uk/news/uk/politics/angela-merkel-cdu-german-poll-spd-martin-schulz-brexit-a7565291.html
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Feb 06 2017: Trump got checked and balanced

Trump got checked and balanced and U.S. tech leads nearly 100 companies in legal brief against Trump travel ban. Both issues might take fears away - but the latest and unexpeted polls about Germany´s election bring new fears into the markets wich no one can ignore.

edition.cnn.com/2017/02/04/politics/donald-trump-travel-ban/
investing.com/news/technology-news/u.s.-tech-firms-file-legal-brief-opposing-trump's-immigration-ban-458073
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Feb 06 2017: More fears to come

Since Jan 20th. investors mood changed again to fear - about Donald Trump. The Federal Court decission (travel ban) and the rising numbers of Senators opposing Donald Trump making any wall or border adjustment tax unlikely. Europes current economic conditions remains strong. If ever this fears might leave stockmarkets than European Stockmarket would pop 5% or more in a few days and weeks only.

Trump's actions weigh on euro zone investor morale: Sentix

BERLIN, Feb 6 (Reuters) - Investor sentiment in the euro zone deteriorated slightly in February due to concerns that U.S. President Donald Trump's policy course will weigh on the global economy, a survey showed on Monday.

The Sentix euro zone index fell to 17.4 points from January's 18.2. The February reading from the Frankfurt-based research group was exactly in line with the consensus forecast in a Reuters poll of analysts. "Investors are reacting to Donald Trump's first official acts and see in these a burden for the global economy," Sentix said in a statement. Investors viewed the euro zone's current conditions more favorably, with a sub-index rising in February to 20.5 - the highest since May 2011 - from 16.5 in January. Expectations for economic developments in the euro zone deteriorated, slipping to 14.3 from 20.0. Sentix noted, however, that the February expectations reading was still above December's reading of 11.8. An index tracking Germany, the euro zone's largest economy, fell to 31.3 in February from 33.1 in January.
Trump has said the European Union has become a "vehicle" for German interests and predicts that more member states would leave the bloc as Britain did last June.

Trump has also warned German car companies that he would impose a border tax of 35 percent on vehicles imported to the U.S. market. His top trade adviser has accused Germany of using a "grossly undervalued" euro to gain advantage over the United States and its own EU partners.

Sentix polled 1,107 investors between Feb. 2 and Feb. 4.
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Feb 08 2017: Game changer. We are discussing this issue here now since the first days in January.

Feb 08 2017 What ever happens in the White House or the Oval Office. Only Minuts or Hours later you can read anything in the news. This never happened before. Here is the reason why:

Quote: The Fix
The leaks coming out of the Trump White House cast the president as a clueless child

All White Houses leak. Sometimes the leaks are big, sometimes small. But there are always people willing to talk to reporters about the “real” story or about why the chief executive made a mistake in regard to some decision he made.

That said, I've never seen so much leaking so quickly — and with such disdain for the president — as I have in the first six days of Donald Trump's presidency.

Two recent examples:

1. This from the New York Times today on Trump's impulsiveness:

Mr. Trump’s advisers say that his frenzied if admittedly impulsive approach appeals to voters because it shows that he is a man of action. Those complaining about his fixation with fictional voter fraud or crowd counts at his inauguration, in their view, are simply seeking ways to undercut his legitimacy.

Yet some of his own advisers also privately worry about his penchant for picking unnecessary fights and drifting off message. They talk about taking away his telephone or canceling his Twitter account, only to be dismissed by a president intent on keeping his own outlets to the world.

2. This from WaPo on Trump's inauguration crowd estimates:

Trump’s advisers suggested that he could push back in a simple tweet. Thomas J. Barrack Jr., a Trump confidant and the chairman of the Presidential Inaugural Committee, offered to deliver a statement addressing the crowd size.

But Trump was adamant, aides said. Over the objections of his aides and advisers — who urged him to focus on policy and the broader goals of his presidency — the new president issued a decree: He wanted a fiery public response, and he wanted it to come from his press secretary.

Time and again, the image of Trump pushed by his “aides” is one of a clueless child — someone who acts on impulse, disregarding the better advice of people who know better. We know he needs to be managed or else he will say and do stupid things, the message seems to be. We're working on it. And what we know about Trump from his presidential campaign is that some of his top staffers — most notably Kellyanne Conway — often communicated to the boss via the media. What that strategy suggests is that Trump is influenced at least as much — and, in truth, likely more — by reading the sniping of his aides on background (meaning without their names attached) in the news than he is by private conversations. That the best way to reach him, change his mind or otherwise bend his ear is through a public airing of grievances. Trump has shown that his tendency to obsessively consume media — especially cable television — is unchanged in the six days since he has become president. He appears to be making policy decisions via things he watches or reads. (Remember Trump's famous/infamous statement that he got his military information and advice “mostly from the shows.”) At odds with all of this, however, is the fact that Trump is both deeply proud and hugely image-conscious. Having to read and watch allegedly loyal “aides” casting him as a sort of feckless child constantly in need of guidance wouldn't seem to be the sort of thing that would sit well with him.

Read more: washingtonpost.com/news/the-fix/wp/2017/01/26/the-leaks-coming-out-the-trump-white-house-cast-the-boss-as-a-clueless-child/?utm_term=.8c00331214f9
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Feb 08 2017: Game Changer: Donald Trump is - probably - going "to fire" Sean Spicer. Expect that he is going to fire Kellyanne Conway next and finally Steve Bannon. You did not believe in any "Trump Holliday"? Be prepared - it´s comming soon and once more the majority of traders - even retail of pro´s - get caught on the wrong foot (the same what we say in our german language as well)


Quote: White House ramping up search for communications director after Spicer's rocky start

By Jim Acosta, CNN Senior White House Correspondent

Updated 0502 GMT (1302 HKT) February 8, 2017
sean spicer dana bash _00030115

Washington (CNN)The White House is ramping up its search for a new communications director in an effort to lighten the load of embattled White House press secretary Sean Spicer, multiple sources told CNN.
A source familiar with internal communications said President Donald Trump is disappointed in Spicer's performance during the first two weeks of the administration.

Spicer has served as both White House press secretary and communications director for the new administration. Those roles are typically filled by two staffers.
Former Trump transition spokesman Jason Miller was originally tapped to serve as communications director for the White House, but Miller stepped aside before Inauguration Day to spend more time with his family.
A longtime Republican operative, Spicer is a close ally of White House chief of staff Reince Priebus. According to the source close to the hiring process, Trump is upset with Priebus over the selection of Spicer for arguably the administration's most visible position, next to the President.

Source: edition.cnn.com/2017/02/07/politics/sean-spicer-white-house-communications/index.html
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Feb 08 2017: CNN: Supreme Court nominee Gorsuch calls Trump's tweets 'disheartening'


Quote: Supreme Court nominee Gorsuch calls Trump's tweets 'disheartening'
Ashley Killough Profile

By Ashley Killough, CNN

Updated 2203 GMT (0603 HKT) February 8, 2017

Washington (CNN)Supreme Court nominee Neil Gorsuch told a US senator Wednesday that President Donald Trump's tweets about the judiciary are "demoralizing" and "disheartening."
In a meeting with Connecticut Democratic Sen. Richard Blumenthal, Gorsuch, who's largely been silent since Trump nominated him last week, took exception to Trump calling a federal judge in Seattle a "so-called judge" after blocking the President's travel ban.
"He said very specifically that they were demoralizing and disheartening and he characterized them very specifically that way," Blumenthal said of Gorsuch. "I said they were more than disheartening and I said to him that he has an obligation to make his views clear to the American people, so they understand how abhorrent or unacceptable President Trump's attacks on the judiciary are." Source: edition.cnn.com/2017/02/08/politics/gorsuch-trump-tweets/index.html?adkey=bn
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FEB 09 2017 Court Rules 3 to 0 against Donald Trump

9th Circuit rules against reinstating travel ban

CNN)President Donald Trump's travel ban will remain blocked, a federal appeals court ruled Thursday.
The unanimous ruling from a three-judge panel means that citizens of seven majority-Muslim countries will continue to be able to travel to the US, despite Trump's executive order last month.
"On the one hand, the public has a powerful interest in national security and in the ability of an elected president to enact policies," the judges wrote. "And on the other, the public also has an interest in free flow of travel, in avoiding separation of families, and in freedom from discrimination. We need not characterize the public interest more definitely than this... The emergency motion for a stay pending appeal is denied." Source: edition.cnn.com/2017/02/09/politics/travel-ban-9th-circuit-ruling/index.html
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FEB 09 2017: Donald Trumps angry tweet ....

SEE YOU IN COURT, THE SECURITY OF OUR NATION IS AT STAKE!

twitter.com/realDonaldTrump/status/829836231802515457
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FEB 10 2017: Trump won't immediately appeal travel ban halt to Supreme Court

Mention: This is another U-Turn. Remind similar U-Turns in the past days or hours:

- CIA
- Russia sanctions
- China
- Japan

Trump won't immediately appeal travel ban halt to Supreme Court
By Pamela Brown, Laura Jarrett and Jim Acosta, CNN
Updated 2342 GMT (0742 HKT) February 10, 2017

Washington (CNN)The Trump administration is not currently planning to appeal the decision blocking its travel ban to the Supreme Court, a source familiar with the matter tells CNN. The decision to not go to the Supreme Court comes as the White House is examining several options to save President Donald Trump's controversial executive order on immigration.
Quote: edition.cnn.com/2017/02/10/politics/immigration-executive-order-white-house/index.html
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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 16 2017: Donald Trump backfires on Netherlands far right wing party. Expect same for Marine Le Pen.

Quote: With his uncompromising language about immigration and Islam, Geert Wilders has been stirring up Dutch politics for several years now. But since the election campaign in the Netherlands formally began Wednesday, polls have shown that his popularity is on shaky ground. His far-right Freedom party (PVV) still holds an advantage over the ruling Conservative (VDD) party, but one that is narrowing.
Wendy Jansma, a 29 year-old healthcare student, was considering voting for Wilders. She likes that he has “the guts” to talk about problems, and is willing to put Dutch people ahead of newcomers. But the behaviour of newly elected U.S. President Donald Trump has caused her to reconsider. “I am afraid when I look at Trump – I don’t want to have someone like that in power here. That would be taking a big risk,” she told Vice News.
Quote: news.vice.com/story/dutch-politician-geert-wilders-kicks-off-election-campaign-with-anti-immigrant-message
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MAR 15 2017: Trump travel ban: revised order blocked nationwide by Hawaii federal judge – live
theguardian.com/us-news/live/2017/mar/16/trump-travel-ban-blocked-nationwide-hawaii-court-live
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MAR 16 2017: Apple, Google, Facebook skip legal challenge to new travel ban
Quote: SAN FRANCISCO (Reuters) - Apple Inc (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL) Inc's Google and Facebook Inc (NASDAQ:FB) are among more than 60 technology companies that appear to have backed away from the legal fight against U.S. President Donald Trump's controversial travel ban, deciding not to put their weight behind a lawsuit seeking to block the second version of his executive order.
investing.com/news/politics-news/apple,-google,-facebook-skip-legal-challenge-to-new-travel-ban-466525

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