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Buy The Fed Pivot? (BTFP)
Last night the Fed introduced a “Bank Term Funding Program” (BTFP)
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The 10-Year Yield
What to monitor: The continuation in energy/commodities is strengthening the case for a RATE HIKE in November.
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Oil Momentum, Semiconductors, and Global Markets
Oil, AMD, Bitcoin
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Evolving Market Trends: Energy, Tech, and the Timing Game.
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The Simple GMG Weekly
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Price action is what really matters. Fundamentals are always just a narrative.
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2
The emergency fed pivot.
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Oil Momentum, Semiconductors, and Global Markets
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Evolving Market Trends: Energy, Tech, and the Timing Game.
Energy & commodities have been leading this market, along with short bonds.
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Momentum in energy and no bid for bonds.
Key Points: We continue to be patient on equity exposure. Energy & commodities have been leading this market, along with short bonds. The current…
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Price action is what really matters. Fundamentals are just a narrative.
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The only market summary you need.
Be patient for US equity exposure. We are still in the camp of higher rates for longer (short bonds). Energy is catching up with technology & the higher…
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GMG Quick Update
Be patient. QQQ is historically way too overbought, almost 23% above the 200ma
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2023, The Second Half.
Enjoy the alpha.
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Invite your friends to read GMG Research
Thank you for reading GMG Research — your support allows us to keep contributing alpha to everyone. Now you can participate in our referral program that…
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