Commodities / Economics / Emerging Markets / Entries/Exists / Fixed Income / Fundamental Indicators / FX / Indexes / Markets / PMs / Technical trading
Weekly Roundup – “Risk On Rally Likely to Continue”
by on Sep 14, 2012 •Another excellent report, in my view, from the guys at SC. Breakouts for the DOW, SP500 & Nas100 is positive US equities. Many emerging market indexes have also bounced up a long way and the Shanghai significantly stepping back from a continuation of breakdown through her support levels producing a possible failed breakdown which always...
Weekly Bullion Technical Comments – Medium Term Model Bullish – Near Term Gold Target $1791 & Silver $35.7
by on Sep 12, 2012 •I’m very glad to report the German team have radically shifted their models. They stood very firmly for a continuation of the bear trend from last year to sustain through q3 and q4 of this year. They were short term bearish, medium term bearish and long term bullish. But the price action has increasingly pressured...
Commodities / Companies / Economics / Emerging Markets / Entries/Exists / Fixed Income / Fundamental Indicators / FX / Indexes / Markets / PMs / Property / Tax & Debt / Technical trading
Weekly Roundup – “ECB’s ‘Unlimited Action Changes the Risk Reward Dynamics”
by on Sep 7, 2012 •Ive been following SC’s (high net worth private client) wealth management weekly report for a while. To my mind its been accurate and timely in its recommendations and insights. It nicely brings together the key fundamental and technical strands of world asset markets, monetary and fiscal policy all in one weekly report. The ECB’s unlimited...
Commodities / Companies / Emerging Markets / Entries/Exists / Fixed Income / FX / Indexes / Markets / PMs / Technical trading
Weekly Technical Comments – “A Break of 1422 Opens The Door to 1470”
by on Aug 21, 2012 •This week’s report from the Swiss team follows on from last week’s whereby they are shifting their medium term technical projections towards a bullish scenario. They have moved back their timeline to mid end Sept for a correction. They now expect 1422 to be broken to the upside in the near term. They state an...
Weekly Technical Comments – “S&P Overbought but Rotation Positive”
by on Aug 14, 2012 •The Swiss team have stepped back from their 1200 spx target for later this year. Near term they expect a pull back due to over bought conditions. On the medium term they continue to expect a more significant correction in the indexes of 5 to 8%. The recent sector rotation is a positive signal though...
Commodities / Emerging Markets / Entries/Exists / Fixed Income / FX / Indexes / Markets / PMs / Technical trading
Weekly Technical Comments – “Make or Break”
by on Aug 7, 2012 •As I suspected the Swiss team are very much where they were a week ago. Insufficient levels have really be broken here. This should come as no surprise until one of the major central banks takes meaningful monetary action. The technicals are confirming the fundamentals of where we are at present. Its a case of...
Commodities / Companies / Emerging Markets / Entries/Exists / Fixed Income / FX / Indexes / Markets / PMs / Technical trading
Weekly Technical Comments – Markets on a “Knife Edge”
by on Jul 31, 2012 •As we sit here waiting for central action, or not, technical indicators are demonstrating significant moves in either direction. The Swiss team are using the “make or break” term here and now. I’ll leave all the detail on levels and various asset classes to the report. They do an excellent job of summing up things...
Commodities / Emerging Markets / Entries/Exists / Fixed Income / FX / Indexes / Markets / PMs / Technical trading
Weekly Technical Comments – “Use Strength to Sell”
by on Jul 3, 2012 •A facinating report from the Swiss Team this week. They are sticking to their guns that this rally is purely corrective and that July will produce much weakness in the major indexes. I must say, this sits quite nicely with the way i see things as well. SP500 rally to between 1370 to 1390 cash...
Weekly Technical Comments – “Risk Vunerable into July”
by on Jun 26, 2012 •A much wider report from the Swiss team this week. They cover more instruments inc gold, the US$ and equities. They are still looking for another leg down, at least in equities but likely all risk asset classes. They remain bullish thereafter especially on commodities. Here the report: Weekly26-06 They could well be right but...
Weekly Technical Comments – “Don’t Chase The Market”
by on Jun 12, 2012 •The Swiss team make their weekly technical comments below. The rebound has finally come recording the largest weekly gain for a year in many indexes. The bad news is they don’t see the recent lows as the tactical bottom. They are still targeting 1250 in the near term (by end of july) with 1358 (sp500)...
Commodities / Companies / Entries/Exists / Fixed Income / FX / Indexes / Markets / PMs / Technical trading
Weekly Technical Comments – No Deflationary Meltdown
by on Jun 5, 2012 •Here the Swiss team’s weekly technical comments. They are expecting a large inter governmental qe3 event but weakness may extent into the fall of 2012 before a new significant bull leg in equities takes hold. They therefore discount, for now, the deflationary melt down scenario that some are pointing to. They do point out that...
Weekly Technical Comments – “Oversold Bounce Only”
by on May 29, 2012 •Apologies for the delay in posting this week’s technical comments. The Swiss team stick to their call of last week that equity markets are deeply oversold and therefore a bounce should continue this week before more weakness resumes through June. They recommend selling SP500 levels around 1340 to 1350. Today cash reached 1335 so we...