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We prefer to lean against the current overwhelming negative consensus…
We prefer to lean against the current overwhelming negative consensus sentiment. The US Dollar is currently oversold due to weakness against the Japanese Yen. The Federal Open Market Committee (FOMC) will release minutes on Wednesday. XLE>XOP KWEB>SPY
Expect some pressure on equities from USD and commodities this week.
Quick and simple: The Fed will position the narrative for more rate hikes. The moment they let up, the market will rally 2 hikes in 2 days, negating months of work. The market narrative WILL TRANSITION from “inflation worries” to “growth concerns”. Watch to watch:
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NewCommunity
Reopening.
USD vs SPY
Trading one asset class is trading blind.
UK pensions & the USDJPY cannot handle the rate hikes.
The Fed is hosting an emergency meeting today at 11:30am. EXTREMELY OVERSOLD in the short-term. % of stocks above their 200ma and 50ma are at…
Trading one asset class is trading blind.
Enjoy!
In our post from two weeks ago we wrote, “DO NOT CHASE THIS EQUITY RALLY. Your time to be a hero was 2 months ago”. Now it’s important to note the most…
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