Strategic Cross Asset Overview
Following up on our mid December 2022 cross asset scenario and comparing our fully automated projections 5 weeks ago with the ones today.
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jfo496
Nov 15, 2021
IFTA Webinars - 10 Key Asset Allocation Questions into Spring 2022
Webinar Presentation:
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jfo496
Nov 2, 2021
Crypto-currencies continue to rise into next Spring
Crypto-currencies may be in a bubble, or a secular upside breakout trend (?), and it is often difficult to call the top..... Read Article:
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jfo496
Sep 30, 2021
Both Equities and Yields could continue higher into next year.
A rather hawkish FED late September has triggered a strong rally in US yields, which in turn has started to weigh on risk assets. The...
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jfo496
Sep 2, 2021
Emerging Markets are Oversold
It has been quite an amazing year on the Equity front with a strong divergence between Developed markets and Emerging ones. Indeed,...
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jfo496
May 3, 2021
Commodities’ relentless rise may pause mid/late Q2
As all risk assets seem to be in blow-off mode, cyclical commodities such Oil or Copper have been leading the charge higher. Their...
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jfo496
May 1, 2021
What kind of downside retracement/retest may we expect in May?
Last month, we wrote that the worse may be behind us for equity markets. We did expect some downside retesting early April (which was...
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jfo496
Apr 1, 2021
Equities may continue to rise into late April
Since the beginning of the year, Equity markets have been rocked by strong rotation from Growth and Defensive themes into Value and...
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jfo496
Mar 1, 2021
USD/CHF may bounce into midyear
Since early January, although, it has continued to weaken vs more cyclical currencies such as GBP or AUD, the US Dollar has started to...
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jfo496
Feb 1, 2021
Into late 2021, further FED backing, further rise in reflationary assets
Last week, the FED confirmed its commitment to its aggressive monetary stimulus policy. Quantitative tightening or rises in Fed Fund...
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jfo496
Dec 29, 2020
Equities extend higher into the Spring, perhaps next Summer
The dual question currently rocking equity markets is to understand if the current rally extends into Q1, perhaps even into Q2/Q3 next...
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jfo496
Dec 21, 2020
The US Dollar probably remains weak into late Q1
When we last wrote early November, we outlined our long term bullish scenario on risk assets and especially on the main equity indexes...
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jfo496
Nov 9, 2020
Equity indexes could continue to rise into 2022, in nominal terms at least
In this short article, we analyze the long-term prospects for the S&P500 and EuroStoxx 50 indexes. Indeed, following the March...
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jfo496
Nov 3, 2020
Equity indexes could continue to rise into 2022, in nominal terms at least.
Executive Summary: Equity markets have been consolidating since early September. This countertrend should find closure over the next week...
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jfo496
Oct 26, 2020
The Power of Cross Asset Confirmations, presentation by MJT at IFTA's 33rd online Annual Conference
Our preliminary cross asset outlook Equities: the current consolidation period probably extends into mid/late November, perhaps early...
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jfo496
Oct 1, 2020
Equities could consolidate into November. Growth themes should then outperform into early next year.
Executive Summary: The S&P500 Index may continue to bounce into early/mid October, but then consolidates again into November. It then...
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jfo496
Sep 1, 2020
The USD should remain under pressure until late Q3, perhaps even into Spring next year
• The EUR/USD exchange rates may have plugged a secular low in March on our long term bi-monthly graph. At least, the configuration...
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jfo496
Aug 1, 2020
Gold probably continues to climb quite linearly until Spring next year
• Gold probably remains uptrending until late Q3 at least, and most likely into Spring next year. Our upside targets suggest that it...
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jfo496
Jul 1, 2020
Equities Markets could resume their bounce during July
• Over the next week of so, the S&P500 and the Eurostoxx 50 Indexes could start to resume their uptrend, probably into mid/ late Summer...
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jfo496
Apr 1, 2020
Risk assets sell-off—Is the worse behind us?
Since the third week of March (early in the 4th week in the US), Equity markets and more generally risk assets have started to bounce....
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jfo496
Mar 2, 2020
The Coronavirus rout and the outperformance of Defensive assets
Talk about a “Black Swan!”, the Coronavirus certainly qualifies. Risk assets have sold-off so quickly that the whole rally... Read Full...
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jfo496
Feb 3, 2020
Coronavirus Fear
The Coronavirus comes as a typical Black Swan in an environment where equity markets had been riding the liquidity wave and are now...
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jfo496
Jan 1, 2020
2020 could be a strong year for Commodities
Given the massive amount of liquidity currently being injected by the FED, the US Dollar has continued.... Read Full Text:
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