If the current level of hostility continues, it is doubtful that much new offshore investment money will flow into the Market. Perhaps this is an inflation omen, as the owner told me that his main food supplier was putting a fuel surcharge on his delivery bills. Airlines are trying to raise prices as their profit margins are also impacted by fuel prices. Keystone may get a shot in the arm, given Farmers' and Nationwide's move to reintroduce aftermarket sheet metal. In my opinion, no.
Industrial orders are still strong, car sales overall are steady, and consumer confidence is high.
In the short term as was said last month - Prudence is the word.