The ‘great disconnect’ between markets & fundamentals is a concern - GKFX

Markets continue to scale new heights, especially in the US. Meanwhile, Europe and Asia continue to show uncanny resilience to the political mess in Europe.

Furthermore, Trump rally is just a “hope trade”. There are major political events in 2017. Brexit is still a long way to go.

How long can the equity markets turn the blind eye towards the macro/fundamental scene?

Listen to the full segment in which James Hughes, Chief Analyst at GKFX discusses the broader market outlook. Hughes says the ‘great disconnect’ means a greater risk of a sharper pull back. Hughes also states that further gains in oil prices are at the mercy of what the non-OPEC producers do.

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