Market Outlook: Dec. 3, 2020
The USD is now entering perhaps a “crash” phase. -10% since June, you can clearly overlap a chart of the Fed’s balance sheet expansion and the US Dollar Index from June to present and see it “gator mouth”.
EURJPY Nears 2020 High Ahead of NFP
More Bark Than Bite: SEC Provides Resolution to PCAOB Issue Despite House’s Delisting Vote
There has been significant emphasis placed on the risk associated with investing in Chinese equities and little examination of the rewards.
Global Markets Rise, Dollar Weakens On Signs Of Robust Economic Recovery
Major global indices are higher on Tuesday December 1 after strong economic data raised hopes of a robust economic recovery.
December 1, 2020
Technical Analysis Heading into Tuesday’s Open: December 1, 2020
MSCI Index Rebalance Drives Volumes, Meituan & Autohome Deliver Strong Q3 Results
Asian markets ended a strong month with a thud as volumes exploded due to trading related to MSCI’s Semi-Annual Index Review (SAIR).
EURUSD Nearing 2020 High and Key 1.20 Level
Southbound Connect Expansion Will Not Include Dual Share Classes, Value Rotation Goes Global
Asian equities seemed to question US stock euphoria in light of rising global coronavirus cases as markets were off on high volumes. High volume days are important clues on what big investors are thinking as these investors utilize them to shift their portfolios.
Breakouts are Happening Everywhere
U.S. benchmarks are settling in a bit from their rip higher, and now holding ground around unchanged as we look to a heavy slate of economic data.
November 25, 2020
Technical Analysis Heading into Wednesday’s Open: November 25, 2020
Growth Names Gallop Back, Week in Review
Asian equities ended a positive performance week on a mostly positive note. However, Japan was off a touch in advance of their market holiday Monday and against the backdrop of increased global coronavirus cases.
Sensex, Nifty End Higher as Banking & Finance Stocks Outperform; Bajaj Finserv Rallies 9%
Chart Advisor: Incoming Inflation
Equity Bulls, Dollar Bears
One way to think about it is that currency movements respond to interest rate differentials, and those often reflect relative economic growth performance.
Stock Markets Struggle To Push Higher
GBPAUD Daily MACD Trying to Positively Cross
November 18, 2020
Technical Analysis Heading into Wednesday’s Open: November 18, 2020
Early Look: Wednesday, November 18, 2020
Stock futures rebound off overnight losses, helped for a third day in a row on vaccine news as the FDA has issued an emergency use authorization (EUA) to the single-use COVID-19 diagnostic test kit from Lucira Health, a California manufacturer.
CNY Rallies as Baidu Brings the JOYY to its Q3 Results, KE Holdings Crushes Q3 Results
Baidu (BIDU US) reported Q3 results after the US close yesterday. The company also announced that it is officially buying JOYY Inc’s (YY US) China online video streaming business to garner more eyeballs to its ecosystem.
SGX FX Futures Volume in October 2020 at US$109 Billion
Early Look: November 13, 2020
U.S. stock futures are looking at a strong open, with Dow futures getting a bounce from components Disney (DIS) and Cisco (CSCO) as each offered quarterly results last night that topped consensus.
Tencent and Pinduoduo’s Q3 Results Beat Estimates
Asian markets were, for the most part, slightly lower or unchanged overnight, though Shenzhen and New Zealand were outliers to the upside.
Too Early to Go for Risk-On Markets?
Markets Remain Cautious
Trading the Great Rotation
The rotation from growth into value on the vaccine news is the most understated bullish narrative. Many anticipate Tech to now have strenuous headwinds. We do not believe that to be the case.
Futures Market Outlook: Nov. 11 2020
Top Market Movers on Nov 11 2020: Oil, stock market rotation, USD, Bitcoin, and commodities inflation.
Revenge of the Value Nerds as Singles Day Kicks Off
Asian equities were mixed with Japan, Singapore, Malaysia, and Thailand outperforming while Mainland China and Taiwan lagged. Growth/WFH names are being sold globally to fund reopening/value stocks.