Euro semiconductors are the weakest sector today. So it's extremely likely that some of that negativity is pressuring U.S. futures this morning.

Euro semiconductors are the weakest sector today. So it's extremely likely that some of that negativity is pressuring U.S. futures this morning,

It's the U.S. presidential situation ... markets don't like uncertainty. It's notable that the Nasdaq fell 15 percent in the first several days after the U.S. election.

The market is being driven by a pickup in economic growth expectations,

We are going for a flat market in aggregate for next year, with a bit of upside in the first quarter running through to the last Fed rate hike and then a growth slowdown theme,

We are going for a flat market in aggregate for next year, with a bit of upside in the first quarter running through to the last Fed rate hike and then a growth slowdown theme.