Monday, September 8, 2014

Bullish on for next few weeks

On balance I feel that beyond the next three to four weeks, I am mildly bullish risk on a three- to four-month time frame. The drivers are likely to be central banks, as well as the usual seasonality factor, which tends to drive risk assets up into year end.

I would use any risk asset weakness over the balance of September and early October as an opportunity to BUY risk into year-end/early 2015.