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Weekly Technical Comments – “Bounce Stronger Than Expected But Distributive”
by on Apr 30, 2013 •Ok, the Swiss team’s latest insightful technical comments below. As a summary they are sticking to their call that this remains distributive. A key plank of their argument is that until we get a rotation into cyclicals and away from defensives the theme remains distribution. This is a classic analysis and is historically correct. Cyclicals...
Macro Economic Update – “Another Spring Another Slow Down”
by on Apr 26, 2013 •I attach the WF economic update below. We have growth with the US GDP coming in at 2.5% today for Q1, below consensus but in a world awash with slow, or negative – Europe, growth a positive reading is something at least. German pmi came in weak again and the UK managed to score a...
Bullion Weekly Technical Comments – “Near term rebound in speculative positioning”
by on Apr 24, 2013 •No report this week from Commerz so i’ve posted up GS’s latest take on the bullion. In summary, they are long and medium term bearish on the asset class. They sight rising interest rates, low inflation and an improving US fiscal picture to cap any short term bounces in the bullion. Near term they are...
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Weekly Technical Comments – “Short-Term Bounce Before More Weakness”
by on Apr 23, 2013 •Below the latest Swiss team’s comments on the major market indexes from across the globe. Short term issues remain as were. On the short term, we have a bounce which is an opportunity for adding to hedges. Euro indexes have having been more over sold have enjoyed a higher bounce than the US sectors, thus...
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Weekly Technical Comments & More.. “Equity Market Distribution into a Top” & “Bullion Secular Bull Intact”
by on Apr 16, 2013 •Ok, attached below the latest view from the Swiss tech team. Another great report and nothing in the last week has invalidated their view on the major asset markets which ties in to my own views as documented on the forum boards. US index Sp500 false breakout. Rus2000 failure and looking very weak. Sub sector...
Weekly Technical Comments – “SP500 Toppish & Gold Reversal In Place”
by on Apr 10, 2013 •http://www.capitalsynthesis.tech/wp-content/uploads/2013/reports/UBSTAWeekly09-04.html
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Weekly Technical Comments – “Again, Don’t Chase This Rally”
by on Apr 3, 2013 •The Swiss team’s latest weekly tech view below. They are sticking to their call not to chase this rally but above S&P500 1535 it remains bullish but technically very weak. They pick up on many of the same issues we have been seeing and commenting on in the forum, for some time. Continued inter market...