Yesterday we noted 3 sectors very interested in and benefiting from the cyclicality of rising long-term Treasury yields for a day at least. But what
Tag: global stocks
The World Celebrates USD Decline
The Trump/Fed/Treasury/Taxpayer backed reflation parlor trick known as currency devaluation does not only benefit the reflation sensitive US sectors (Materials, Industrials, Financials, etc.), it also
Global Multi-Market/Asset Daily Chart Review
First off, a wish to all readers for a happy Memorial Day weekend as we remember loved ones lost in battle and otherwise. Memorial is
NFTRH 546 Out Now
Per the email accompanying the report to subscribers… There is a lot going on this week from a macro perspective. For me, the Fed’s dovish
NFTRH; The World vs. Uncle Buck (high priority)
A snapshot of another of our themes, that of the US dollar and global markets’ inverse relationship. As noted in NFTRH 539 ACWX (world ex-US)
NFTRH; One Simple Picture of Positive Divergence for Commodities & Global Markets (high priority)
The simplest update we’ve ever had. An update on Nov. 26 talked about how Treasury yields are still set up bullish on the big picture
NFTRH; Commodities, Global Stocks & Precious Metals (medium priority)
In NFTRH 516 we talked about yields, the yield curve, silver, silver vs. gold and the possibility of an inflationary situation cropping up. Please review
vs. SPY, Global Edition
A look at some daily charts of global markets/ETFs vs. SPX/SPY. Same rules apply as with the US sectors; it’s not TA, it’s a gauge
BDI Diverging Global Growth?
The major caveat being that the Baltic Dry Index is a calculation, not a readily TA-able index. But the calculation of shipping rates has been
Global Stock Market Comparisons
Several weeks ago NFTRH added a Global Market Internals segment to go with its US Market Internals views. The latter is actually more comprehensive as
Updating Global vs. US Stocks
One of the charts from NFTRH’s Market Internals segment keeps track of several global markets in relation to the US SPX (SPY). While some of
Global Stocks vs. U.S. Stocks
As part of NFTRH’s Market Internals segment, we review the status of global markets vs. the S&P 500, just to see who’s shaping up nicely
NFTRH 415 Out Now
US Stock Market: Trend is bullish, but other than the big display in the Semis last week and a bullish looking Tranny, most items remain
Post-FOMC Market Update, Precious Metals, Stock Markets & Commodities
To little surprise FOMC rolled over again, uttering a few words about inflation being below target and riding off into the sunset until September 21.