Discrete Consumers Taking the Lead Over Staples Buyers

In other words, an indicator pitting Consumer Discretionary vs. Staples is making a move for market bulls. Was today an April fools joke? If not, an indicator that usually goes with risk ‘on’ backdrops may engage here. Subscribe to NFTRH Premium (monthly at USD $33.50 or a 14% discounted yearly at USD $345.00) for an in-depth weekly market report, interim market updates and NFTRH+ chart … Continue reading Discrete Consumers Taking the Lead Over Staples Buyers

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US Stock Futures Climb on “Upbeat China Data”

The headline says it all (click for the story)… This is fine because one of our major themes – assuming we do not go full blown counter-cyclical here in the US – is that pending the US dollar, global will out perform the US in 2019. Who’s of interest globally? Well yes, India. But also China/Asia, with a side of Emerging Markets. Russia too, quite … Continue reading US Stock Futures Climb on “Upbeat China Data”