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Germany´s DAX 30: All Time High To Come.

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TVC:DEU40   GERMAN STOCK INDEX (DAX)
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Oversea Investors pulled out of Europe more than 800 Billion US-Dollar in 2016 and are massively underinvested in Europe right now.

European Investors also have been scared about geopolitics and Donald Trump

A Federal Judge made a clear statement and halts a Trump Executive Order (Travel Ban).

What does this mean? The system of checks and balances is an important part of the U.S. Constitution. With chechs and balances, each of the three branches of government can limit the powers of the other. This way no one branch becomes to powerfull. Each branch "checks" the power of the other branches to make sure that the power is balanced between them.

Donald Trump and Steve Bannon tried to change this system by executive orders. Tonight the world learned that this never will work. Expect that investors now going to lose theire fears about something like a dictatorship lead by Donald Trump and Steve Bannon. Expect Steve Bannon gets fired by Donald Trump in the next weeks or month and that Donald Trump is going to change to a more moderate President following the constitutional law.

The following charts of Germany´s largest stocks (by market cap) will show you and guide you to new all time highs of Germany´s DAX 30. This Charts are made by my friend Al_Capone_e. Follow this charts on his page as well.
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DAX 30: SAP

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DAX 30: Siemens

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DAX 30: BAYER

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DAX 30 BASF

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DAX 30: Deutsche Telekom

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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: www.independent.co.u...brexit-a7565291.html
Comment:
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...ld-trump-travel-ban/
www.investing.com/ne...migration-ban-458073
Comment:
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.
Comment:
Feb 06 2017: Today´s technical damage

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

Three falling methods: Continuation pattern

invst.ly/37tdr
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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: www.washingtonp...clueless-child/?utm_term=....
Comment:
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...nications/index.html
Comment:
Feb 09 2017: New All Time Highs for SPX, Comp & DJIA

Quote: Trump tax talk lifts Wall Street to record high
Stock Markets1 hour ago (Feb 09, 2017 04:32PM ET)

By Lewis Krauskopf

(Reuters) - Wall Street's three main indexes surged to fresh record highs on Thursday after President Donald Trump said he would make a major tax announcement in a few weeks. "Lowering the overall tax burden on American business is big league," Trump said during a White House meeting with airline industry executives. He gave no indication of what the announcement might entail.
The benchmark S&P 500 has rallied 7.9 percent since Trump's Nov. 8 election amid expectations he will usher in lower corporate taxes, but also reduce regulations and increase infrastructure spending. The rally had stagnated in recent days as investors sought details about Trump's policy agenda. Financials (SPSY), which have soared since the election, were the best-performing group, up 1.4 percent after three sessions of declines, while energy shares (SPNY) gained 0.9 percent. Those sectors stand to benefit should lower taxes spur economic activity as interest rates and the demand for energy rise, said Bruce McCain, chief investment strategist at Key Private Bank, in Cleveland. “Given the groups that responded and the enthusiasms within the market, it seems to be the tax comments that lit off the rally today," said Bruce McCain, chief investment strategist at Key Private Bank, in Cleveland. The Dow Jones Industrial Average (DJI) rose 118.06 points, or 0.59 percent, to 20,172.4, the S&P 500 (SPX) gained 13.2 points, or 0.58 percent, to 2,307.87 and the Nasdaq Composite (IXIC) added 32.73 points, or 0.58 percent, to 5,715.18.

All three indexes closed at all-time highs.

Source: www.investing.com/ne...ings-in-focus-458908
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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: www.marketwatch.com/...ouse-says-2017-02-09
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Feb 09 2017: New All Time Highs to come for Germans Midcap Index MDAX

www.tradingview.com/...-new-all-time-highs/
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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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Comment: FEB 13 2017: Follow closely todays Trump meeting with Canadas Prime Minister Justin Trudeau.
edition.cnn.com/2017...-donald-trump-cohen/
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FEB 13 2017 Trump discovers the limits of his power
edition.cnn.com...nion/index.html?iid=ob_loc...
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FEB 13 2017: New All Time High for Germany's Mid Cap DAX (MDAX) and Small Cap DAX (SDAX).
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FEB 13 2017 Wall St. set to extend record run as 'Trump trade' rekindles
Stock Markets38 minutes ago (Feb 13, 2017 08:44AM ET)
www.investing.com/ne...de'-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 13 2017: Cup & Handle Pattern completed invst.ly/39gg4
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Follow the Dow Jones Transportation Index ---> now. The cup with handle pattern is completed by today. Keep your intention now to any possible breakout in the next trading days.
Comment:
FEB 13 2017: Oversea investors still highly bearish on European Stockmarkets.

Investors facing two risks at the same time:

1. To underestimate the far right wing movement. The EU might be broken up.

or

2. To miss strongly rising European Stockmarkets, if ever the far right political parties might fail in France and Netherlans to take over political power until May 2017.

Some more fact´s:

Quote: Investors have been cautious about investing in the continent given the Greek debt crisis that gripped markets in 2015 — again — and last June's surprise U.K. vote to leave the European Union. The months ahead bring major elections in France and Germany, which some worry could strengthen populist voices and even threaten the breakup of the EU. But some of the largest investment firms now say it's time to buy Europe, especially since U.S. stocks look expensive at all-time highs and emerging market stocks have already rebounded with a 9 percent jump so far this year. Source: www.cnbc.com/2017/02...an-stocks-again.html
Comment:
Feb 14 2017: Big upside is seen in European stocks — if you can stomach the risks

Quote: European stocks are the cheapest they've been relative to their U.S. counterparts in nearly 40 years, and they have more upside potential for profit growth, making them an attractive buy even with looming political risk, according to analysts at Bank of America Merrill Lynch.The analysts made a bullish case Thursday to buy Europe, based on the idea that corporate earnings there have bottomed and are set to see double-digit growth for the first time since 2010. On a price-to-book basis, Europe is the cheapest it has been to the U.S. in nearly 40 years. European equities have seriously underperformed U.S. stocks over the past nine years, with the total return index for MSCI U.S. beating MSCI Europe by 105 percent in dollar terms from the trough in 2008. Source: www.cnbc.com/2017/02...eap-in-40-years.html
Comment:
FEB 15 2017: New polls showing a huge loss of voters for Europe far wing parties. Nederlands PVV (Wilders) and Germany's AfD lost one third of voters after Trumps inauguration on January 20th since today. New polls from France to come next days.
Comment:
Comment: FEB 15 2017: Record winning streak not seen in a quarter century.
www.marketwatch...tury-2017-02-15?siteid=big...
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FEB 16 2017: Donald Trump backfires Europes far right wing parties:

Dutch PVV, Wilders anti Islam Party, lost almust 40% of Voters since Trumps inauguration on Jan. 20th. Germany´s AfD lost also up to 40% of voters.

Todays Dutch polls showing a dramatic loss for Wilders anti islam party PVV. Polls from January 20 showing a huge vitory for Wilders winning up to a total of 36 lawmakers in the elections. Todays polls showing only likely to win 20 seats in Parliament. A huge loss of allmost 40% of Voters in one month only.
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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.

www.investing.com/ne...r-profit-jump-460456
Comment:
Comment: 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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Chart above: ALV Allianz.
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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/...ti-immigrant-message
Comment:
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%.
Comment:
JAN 20 2017: Investor´s Sentiment highly bearish

Investor´s Sentiment, Europe, Germany:

Today´s Handelsblatt.com survey is saying

1. Pro´s put buying at Germany´s Eurex is as high as before the U.S. election.
2. Retail Investors Sentiment is most negative sind 2015.
Source: www.handelsblatt.com...teht/19395102-2.html
Comment:
FEB 20 2017: Another All Time High For Germany´s Mid Cap DAX MDAX (50) invst.ly/3a-w9
Comment:
FEB 20 2017 Bond Traders Sentiment highly bearish as well.

Bond Traders Are Placing Euro-Breakup Bets Again

Quote:
by Stephen Spratt
Hidden under the surface of European bond markets, traders are placing bets that will pay out if the risks in the euro zone severely escalate. Markets across the continent have started to price in the increased potential for anti-euro candidates to win elections in France and Italy. Recent positioning in German and Italian bonds are hedges against a blow-up in the risk of a breakup in the common currency, said traders in London and New York, who asked not to be identified because they are not authorized to speak publicly. Six-month German securities have rallied more than benchmark tenors this month and open interest in two-year note futures has surged, suggesting investors are building up long positions in assets that are the closest to cash in terms of safety. The yield spread between Italian low- and high-coupon bonds has widened as traders bet against the latter, which would fall much more if the country’s creditworthiness is called into question. Source: www.bloomberg.com/ne...dges-in-bond-markets
Comment:
FEB 21 2017: Euro zone businesses growth fastest since April 2011: PMIs
Economic Indicators5 minutes ago (Feb 21, 2017 04:20AM ET)
www.investing.com/ne...il-2011:-pmis-461114
Comment:
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: www.cnbc.com/2017/02...ump-can-save-it.html
Comment:
FEB 21 2017: Watch how strong the Mexican Peos is today: invst.ly/3bcph invst.ly/3bcpm

Comment:
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: www.cnbc.com/2017/02...id-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.
www.spiegel.de/polit...ozent-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.
www.n-tv.de/politik/...article19714264.html
Comment:
FEB 22 2017: BREAKING: French centrist politician Bayrou says will not stand in presidential election; will back Macron
twitter.com/ReutersW...s/834427741042798592
Comment:
FEB 23 2017: Prospect of a centrist alliance snaps 3-day losing streak for sovereign debt

Source:https://www.ft.com/content/d2ca3218-f9a9-11e6-bd4e-68d53499ed71

Quote: Selling pressure on French bonds ebbed on Thursday, pushing the yield on the 10-year bond back below 1 per cent, as the prospect of a centrist alliance in the country’s presidential election eased anxiety that far-right candidate Marine Le Pen will win.
Comment:
FEB 23 Februar: The Washington Post counted 133 false or misleading claims in the first 35 days of Trump´s Presidency. US-Traders might underestimate that European Voters have a diffrent view on Trumps lies. Some of Trumps lies are about European Countries and had been answered allready on Trump twitter account by European Citizens. Trumps repeated lies backfires European far right parties. www.washingtonpost.c...litics/trump-claims/
Comment:
FEB 24 2017: Todays Opinion polls for the first round of voting
Marine LePen: 26%
Emanuel Macron: 23,5%
This is the highest number of likely voteres for Macron and might explain the sharp drop in France Government Yields today and in the last three days. Source: en.wikipedia.org/wik...ntial_election,_2017
Comment:
FEB 23 2017: Wilders PVV loosing more ground. Dutch Prime Ministers Rutte´s PVV Party is taking the lead now.

Todays polls:
VVD: 28 Seats
PVV: 26 Seats
Source: de.wikipedia.org/wik...en_Niederlanden_2017
Comment:
FEB 24 2017: Germany´s Automaker VW posts (record) earnings despite Dieselgate. Expect VW to boost the DAX by monday.
Comment:
FEB 26 2017: Today`s Handelsblatt Survey showing record bearish sentiment:


Quote: „Nur einmal seit dem Start der Erhebung der Sentiment-Daten in Kooperation mit dem Handelsblatt vor zweieinhalb Jahren war die Stimmung so pessimistisch. Das war genau im Februar vor zwei Jahren“, sagt Sentiment-Profi Heibel. Danach sei eine fulminante Rallye gefolgt, die den Dax von 10.900 auf 12.338 Punkte getrieben habe. Bezogen auf das heutigen Indexniveau von rund 11.800 Punkten würde ein entsprechender dreizehnprozentiger Anstieg den Dax auf ein neues Allzeithoch bei 13.338 Zählern treiben.

I try to translate this for you: Only one time in history investors sentiment (in the Handelsblatt.com weekl survey) had been so pessimistic as seen this week. This happens exactely 2 years ago (Feburary 2015). Shortly after this the DAX had a tremendous rallye from 10.900 to 12.238. Compared to today's level this would mean a similar 13% up move could rise the DAX up to 13.338 points. Source: www.handelsblatt.com...urse/19395158-2.html
Comment:
Comment: MAR 04 2017: French shares climb as Marine Le Pen loses ground. Euro gains 1,09% income day only to highest levels in 2 weeks.
www.irishtimes.com/b...ses-ground-1.2997149
Comment:
Comment: MAR 15 2017: German GDP growth likely accelerated in Q1 2017
www.morningstar.com/...nomics-ministry.html
Comment:
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:https://en.m.wikipedia.org/wiki/French_presidential_election,_2017
Comment:
Comment: 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

www.investing.com/ne...re-vote-delay-468437
Comment:
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.c...-3%3Fr%3DUS%26IR%3DT
Comment:
MAR 29 2017: After Hours DAX 12.240 - just 150 point missing for a new All Time High.
Comment:
MAR 31 2017: After hours. The DAX was tradet at 12.280 - almost at ATH levels.

Traders should focus now on this Issue. Marketscould react with a major sell off to any (!) Testimony.

Comment:
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: www.cnbc.com/2017/03...ting-is-falling.html
Trump's approval rating slips to another new low, much lower than resent presidents at this point in their terms
Source: www.cnbc.com/2017/03...-in-their-terms.html
Comment:
Comment: APR 03 2017: German manufacturing growth reached an reached an almost six-year high in March, Markit's Purchasing Managers' Index (PMI) for manufacturing showed on Monday. Manufacturing activity in France and Italy also rose, adding to signs of a pickup in momentum in the global economy.
Source: www.investing.com/ne...xi-talks-loom-470565
Comment:
APR 04 2017: "Risk free trades against Europe on the rise of populism" vs. facts and figures

Quote: In recent polls, AfD (Germany´s far right party) has dropped dangerously close to the five percent threshold
Head of AfD, Frauke Petry (41), who has been under pressure within her Party, has now struck back – by indirectly threatening to step down
In recent polls, AfD has dropped dangerously close to the five percent threshold (currently seven percent, according to Allensbach). Without Petry, this might become even more of a tight squeeze. In the end, the party might fail to make it into parliament. Source: www.bild.de/politik/...e-51129132.bild.html
Comment:
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: www.ft.com/content/b...e7-ac5a-903b21361b43
Comment:
APR 06 2017- Europe, Êconomy
Draghi says ECB's policy stance is still appropriate, too soon to reduce stimulus
Source: www.cnbc.com/2017/04...ill-appropriate.html
Comment:
APR 20 2017: It´s now headline on bloomberg.com
French Election Shocker: Pollsters Baffled by Four-Way Race
Sorce: www.bloomberg.com/po...-by-four-way-contest
Comment:
NASDAQ closes at record high ahead of major techs earnings.
www.cnbc.com/2017/04/27/us-markets.html
Comment:
Comment: Asian equities edge up as Japan outperforms, dollar regains traction
The mood brightened slightly, however, on news that U.S. congressional negotiators hammered out a bipartisan agreement on a spending package to keep the federal government funded through Sept. 30, thus averting a government shutdown.
www.investing.com/ne...ains-traction-478848
Comment:
German economy booms as protectionist threat goes pop
www.investing.com/ne...reat-goes-pop-478522
Comment:
s in Europe still exist, but analysts point to recent figures that suggest the euro zone economy is growing at its fastest rate in years, much faster than the U.S. economy.
European focused, U.S.-based domiciled funds alone saw net inflows of $4.2 billion in May, bringing total net flows year-to-date to $9.2 billion.
So far this year investors moved $13.7 billion to European funds.

www.cnbc.com/2017/05...should-continue.html
Trade closed: stop reached:
All European Long Trades closed on profit taking. For additional information please click on on the DAX chart to read further up dates.


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