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Atlantic Capital Markets Month Ahead – Keep Your Shorts On In September

Alan Green and John Woolfitt, Director at Atlantic Capital Markets discuss the month ahead.

We discuss the US Fed August meeting, and indications from Fed boss Jerome Powell that the administration was prepared to ride with higher inflation around 2%. The markets seems to translate as low interest rates for years to come…John gives his view.

John discusses the resilience of mining and commodity stocks in the face of the economic turmoil and Coronavirus threat, along with some of the trading calls from Atlantic over the past month.

Finally we look at some trading ideas and upcoming corporate news in September from Halfords #HFD, Meggitt #MGGT, JD Sports #JD, Travis Perkins #TPK, Tullow Oil #TLW and Costain #COST. Given the volatility in the markets, John advises using the Atlantic Alerts system – moving after the results not before. “If the tide goes out, make sure you’ve got some shorts on”.

No Points For Bravery In These Markets – John Woolfitt, Atlantic Capital Markets Month Ahead

Alan Green and John Woolfitt, Director at Atlantic Capital Markets discuss the month ahead.

John says the markets are currently ‘punch drunk’ and says investors and traders need vision to look through the chatter. Atlantic are taking a ‘market neutral’ approach at present, and clients are seeing success with pairs trades and with larger mining stocks.

Looking ahead, John is looking for news on how much we’ve been drinking from Diageo #DGO, oil consumption and fuel pump activity from #BP and clues on the property market from Rightmove #RMV.

In summary, John touches on the upcoming launch of Atlantic Alpha, a market neutral hedged trading strategy that removes volatility, and provides some key points and trading ideas to help traders and investors in August.

  • Keep your discipline, there are no points for bravery in these markets
  • Watch the data…’Look Before You Leap’.
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