Morning Market Commentary & Weekly Charts – Currency Wars Musings

We still see the current US$ temporary strength as a good opportunity for investors to increase equity holding in international companies. The current temporary strength of the US$ and its inverse impact on global commodities prices as a good opportunity for US institutional investors to increase their weightings in foreign equities and commodities, and particularly to those benefiting from a seasonality point of strength, we advise investors to add towards the following equity markets and sectors: …..

030413 CGI Morning Market Commentary & Weekly Charts Currency GBP;SFR;EUR, Commodities reversal