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2013/10/23: TrendView VIDEO Analysis: Equities, Fixed Income (after the US Close)

October 23, 2013 Leave a comment

© 2013 ROHR International, Inc. All International rights reserved.

TrendView VIDEO ANALYSIS & OUTLOOK: Wednesday, October 23, 2013 (after the US Close)

131023_EQ_FIXED_1530

EQUITIES & FIXED INCOME

This is a typical concise TrendView Video because so much of the trend evolution is obviously still consistent with the major multi-asset class video from this morning. We refer you back to that for the extended trend views and short-term trend evolution.  

The timeline for this video opens with the typical discussion of macro (i.e. politico-economic) factors, shifting to the short-term December S&P 500 future view at 01:30 and intermediate term assessment at 05:15. That shifts in the December T-note future at 07:30, with mention of the other govvies at 09:20, and a brief return to the December S&P 500 future at 10:05.

The bottom line is that it is all still consistent with the market context discussed in yesterday’s post on QE-Infinity is good for what ails youunless you’re the US dollar. We expect more of the same, and the govvies are in a particularly critical phase after their recent rally. The fine line analysis for the rest of the markets is best reviewed in extensive graphical analysis in this morning’s video and the market analysis below (which is also still consistent with yesterday’s views.)

The Weekly Report & Event Summary Perspective is now available via the right-hand sidebar link

Read more…

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2013/10/23: TrendView VIDEO Analysis: Equities, Fixed Income, FX (early)

October 23, 2013 Leave a comment

© 2013 ROHR International, Inc. All International rights reserved.

TrendView VIDEO ANALYSIS & OUTLOOK: Wednesday, October 23, 2013 (Early Day)

131023_SPZ60_GLOBAL_0800EQUITIES & FIXED INCOME & FOREIGN EXCHANGE

This is an atypical single TrendView Video because so much of the trend evolution out of the end of last week into the middle of this week has been very consistent with our views. That said, this is also a very extensive analysis. That is due to so many factors that affect each asset class are spilling over into affecting the other, and we wanted the discussion under one roof (so to speak.)

Due to the length of the video, we strongly suggest you take advantage of the timeline scrolling function at the bottom of the video to proceed to those sections most relevant for you. The timeline opens with the typical discussion of macro (i.e. politico-economic) factors, shifting to the short-term December S&P 500 future view at 04:00 and intermediate term assessment at 06:50. That leads to the other equities from 10:00, govvies analysis beginning at 12:25, and short money forwards from 16:40. The foreign exchange section continues with the US Dollar Index at 18:50, jumping over to Europe at 20:15 and Asia at 22:50, followed by the cross rates at 25:10 and a brief return to the December S&P 500 future at 28:20.

The bottom line is that it is all still consistent with the market context discussed in yesterday’s post on QE-Infinity is good for what ails youunless you’re the US dollar. We expect more of the same, and the govvies are in a particularly critical phase after their recent rally. The fine line analysis is best reviewed in extensive graphical analysis in the video.

The Weekly Report & Event Summary Perspective is now available via the right-hand sidebar link

Read more…