Monthly archive February, 2015
by
prestonni
on
Feb 24, 2015 •
I’m traveling again. Full regular update tomorrow but here the Swiss team’s latest in the mean time. wklytech-24-2-15 (Updating as i travel). Here Fitzpatrick cb-tech-21-2-15 And an update on the oil trade: cb-oil2; And here some nice longer range work on where we are in the cycle: cyclemap-20-2-15 And here Danske on rates: danse-rates More...
by
prestonni
on
Feb 19, 2015 •
In spite of world growth slowing dramatically and US Corporates struggling with the resurgent US$ her equity markets appear to have sufficient strength to avoid a correction. Sectors wise US housing is leading the charge making consistent higher highs. Technology and Biotech within this are also in breakout and strongly. The market breadth of the...
by
prestonni
on
Feb 14, 2015 •
Investing and trading is only and always about probabilities. The probability of a severe correction in global equity markets had a window to occur. The probability for markets to take this window is passing as resistances are overcome and capital sustains her march out of cash and into assets. Central banks are determined to flush...
by
prestonni
on
Feb 11, 2015 •
Equity markets are marching onward again it seems with a renewal of the bull trend across many world indexes. German equities are on fire to the upside with Japan threatening a breakout and Singapore already in breakout in in spite of the weakness across the em data. On the macro front, we have a lot...
by
prestonni
on
Feb 4, 2015 •
European equities have a strong monetary tailwind for now. Unlike the Yen and US$ quantitative move the euro has debased prior to the commencement of the euro OMT program which commences in March. This effectively creates an even warmer tailwind to euro equities especially exporters though from a macro perspective how long this can sustain...