Archive
2013/11/22: Commentary: It’s the Fed PR, stupid
It’s the Fed PR, stupid
Review of why the FOMC minutes are useless and there will be NO
QE taper until Janet Yellen’s first meeting as Chairman in March
© 2013 ROHR International, Inc. All International rights reserved.
Commentary: Friday, November 22nd Weekend Read
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2013/11/15: Commentary: QE-Infinity III: The Silence of the Bernanke
QE-Infinity III: The Silence of the Bernanke
Extended review of the immediate QE implications of the Fed Chairman transition
and extended implications for the fully ‘mature’ QE-Infinity program
© 2013 ROHR International, Inc. All International rights reserved.
Commentary: Friday, November 15th Weekend Read
QE-Infinity III: The Silence of the Bernanke
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2013/10/18: TrendView VIDEO Analysis: Equities, Fixed Income, FX
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TrendView VIDEO ANALYSIS & OUTLOOK: Friday, October 18, 2013 (As of Thursday’s US Close)
EQUITIES & FIXED INCOME
The TrendView Video is from after Thursday’s US Close. Yet it remains very relevant for the trend evolution in the various asset classes beyond the initial reactions to the critical resolution of the immediate budget and Debt Ceiling problems, as were fully reviewed in Thursday morning’s Global TrendView Video. We refer you back to that for a more extensive review of the trend tendencies that have indeed works out as expected through the balance of the day yesterday into this morning.
But for now, the timeline of the current video analysis is macro factors discussion until the December S&P 500 future at 01:40, mention of the foreign exchange at 04:10, December T-note future with mention of other govvies at 04:50, and a brief return to the key short-term factors for the December S&P 500 future at 06:25.
The Current Rohr Technical Projections – Key Levels & Select Comments are available via the link in the right-hand sidebar.
2013/10/17: TrendView VIDEO Analysis: Equities, Fixed Income, FX (early)
© 2013 ROHR International, Inc. All International rights reserved.
TrendView VIDEO ANALYSIS & OUTLOOK: Thursday, October 17, 2013 (Early Day)
EQUITIES & FIXED INCOME
The TrendView Video is from prior to the US equities opening this morning and S&P 500 future Regular Trading Hours. Yet it remains very relevant for the trend evolution in the various asset classes beyond the initial reactions to the critical resolution of the immediate budget and Debt Ceiling problems in Washington DC yesterday evening. We will also be providing a Commentary post later today with multiple video clips from well-regarded sources that reinforce our view of why the markets have reacted as they have. We touch on those points in the macro factors discussion at the beginning of this video.
But for now, the timeline of the Equities and Fixed Income portion of the video opens with that typical discussion of macro (i.e. politico-economic) factors shifting into discussion of the short-term and intermediate-term view of the December S&P 500 future at 03:15, with mention (no charts) of the other equities from 06:30, and the important govvies analysis beginning at 07:00. The foreign exchange timeline is noted below.
The Weekly Report & Event Summary Perspective is now available via the right-hand sidebar link
FOREIGN EXCHANGE timeline below.
2013/10/16: TrendView VIDEO Analysis: Equities, Fixed Income, FX (early)
© 2013 ROHR International, Inc. All International rights reserved.
TrendView VIDEO ANALYSIS & OUTLOOK: Wednesday, October 16, 2013 (Early Day)
EQUITIES & FIXED INCOME
While the TrendView Video is from prior to the US equities opening this morning and S&P 500 future Regular Trading Hours, they remain very relevant for the trend decisions into the critical Washington DC activity today. The timeline of the Equities and Fixed Income portion of the video opens with the typical discussion of macro (i.e. politico-economic) factors shifting into discussion of the short-term and intermediate-term view of the December S&P 500 future at 03:10, with the other equities from 08:15, with govvies analysis beginning at 10:30, and short money forwards from 14:35. The foreign exchange timeline is noted below.
The Weekly Report & Event Summary Perspective is now available via the right-hand sidebar link
FOREIGN EXCHANGE timeline below.
2013/10/15: Commentary: Corker points to more collegial approach
© 2013 ROHR International, Inc. All International rights reserved.
COMMENTARY: Tuesday, October 15, 2013.
More collegial?
…well we certainly hope so!
The current negotiations in Washington DC may actually be returning to sanity. That is after the insanity visited on the American people by the ideologues on both sides. As Senator Corker (R-TN) (one of the few successful businessmen in Congress) points out, the Republican overreach on attempted repeal of the Affordable Care Act (aka Obamacare) has now yielded to a more reasonable focus on actual budget and spending issues. While there are still a couple of issues there that may be a bit of a rub, the basic desire on the part of cooler heads in the Republican Party to find a compromise is very apparent.
2013/10/14: TrendView VIDEO Analysis: Equities, Fixed Income (after the US Close)
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TrendView VIDEO ANALYSIS & OUTLOOK: Monday, October 14, 2013 (after the US Close).
EQUITIES & FIXED INCOME
The TrendView Video is from after today’s US Close, and we have chosen to add a view on the govvies due to their weakness today in the wake of the equities strength. The timeline of this Equities and Fixed Income video opens with the typical discussion of macro (i.e. politico-economic) factors and shift into a short-term trend view of the December S&P 500 future at 2:30, followed by the intermediate-term assessment at 05:10, govvies analysis beginning at 08:50, and a brief return to the December S&P 500 future from 12:20.
The Weekly Report & Event Calendar is available via the right-hand sidebar link
2013/10/14: Commentary: The Howie Mandel administration?
© 2013 ROHR International, Inc. All International rights reserved.
COMMENTARY: Monday, October 14, 2013.
Deal or No Deal?
…so what’s it going to be?
We’re sorry. We know the current negotiations in Washington DC are serious business, and will continue to affect the lives of ordinary Americans… and in a worst case scenario, possibly many far from our shores as well. No joking matter.
And yet, on one level the current state of the negotiations has gone from the ridiculous to the sublime… Democratic Party over reach to rival the previous Republican insanity. They are still asking the Republicans to restore government funding as a precursor to any real budget negotiations. In other words, much the same as the ‘secret briefcase’ prizes Howie Mandel would use on the US TV game show Deal or No Deal.
First they approve what the Democrats want, and then the Republicans get to find out what’s in the case. Just like on TV… trade away what you may have (can’t be sure what that is either) for some other unknown. Except the nature of the ‘secret briefcase’ the Dems are offering has changed into something not so secret…
2013/10/14: TrendView VIDEO Analysis: Equities, Fixed Income, FX
© 2013 ROHR International, Inc. All International rights reserved.
TrendView VIDEO ANALYSIS & OUTLOOK: Monday, October 14, 2013.
EQUITIES & FIXED INCOME
While the TrendView Videos are from after Friday’s US Close, they remain very relevant for the trend decisions into early this week based on the influence of the US budget and Debt Ceiling impasse. The timeline of the Equities and Fixed Income video opens with the typical discussion of macro (i.e. politico-economic) factors and short-term and intermediate-term view of the December S&P 500 future, with the other equities from 07:40, with govvies analysis beginning at 11:30, and short money forwards from 14:30, with a brief return to the December S&P 500 future from 17:00.
The Weekly Report & Event Calendar is available via the right-hand sidebar link
FOREIGN EXCHANGE Analysis and Outlook below.
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2013/10/21: TrendView VIDEO Analysis: Equities, Fixed Income, FX (early)
© 2013 ROHR International, Inc. All International rights reserved.
TrendView VIDEO ANALYSIS & OUTLOOK: Monday, October 21, 2013 (Early Day)
This is an atypical single TrendView Video (http://bit.ly/1azFmJ2), because so much of the trend evolution out of the end of last week into this morning has been very consistent with our views. So we are keeping it short and simple this morning. The timeline opens with the typical discussion of macro (i.e. politico-economic) factors and short-term December S&P 500 future view. That leads to the intermediate-term December S&P 500 future analysis from 03:30, with the other equities from 05:00, govvies analysis beginning at 07:15, and short money forwards from 11:50. The Foreign Exchange section continues with the US Dollar Index at 13:30, and jumping around a bit to best integrate the cross rate analysis with the US dollar relationships prior to a brief return to the December S&P 500 future at 17:40.
The Weekly Report & Event Calendar is now available via the right-hand sidebar link
Read more…