Archive

Posts Tagged ‘Congress’

2013/11/22: Commentary: It’s the Fed PR, stupid

November 22, 2013 Leave a comment

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

CNBCliesmanFEDqeTAPERtalk-131121

We’ve MOVED!!! Come and see the video and a lot more at the NEW Rohr-Blog www.rohr-blog.com

FREE Top Level Trial Subscriptions available with FREE Silver level signup. Simply provide Introduction Reference information at the bottom of the form.

Access to most of the analysis in our politico-economic Commentary also still available with a FREE Silver subscription.

Don’t wait!! Get that & your FREE 2-week Platinum Trial NOW!!

Advertisements

2013/11/15: Commentary: QE-Infinity III: The Silence of the Bernanke

November 15, 2013 Leave a comment

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

YELLENhearingCSPAN-131114

 

 

QE-Infinity III: The Silence of the Bernanke

We’ve MOVED!!! Come and see the video and a lot more at the NEW Rohr-Blog www.rohr-blog.com

FREE Top Level Trial Subscriptions available with FREE Silver level signup. Simply provide Introduction Reference information at the bottom of the form.

Access to most of the analysis in our politico-economic Commentary also still available with a FREE Silver subscription. Don’t wait!! Get that & your FREE 2-week Platinum Trial NOW!!

2013/10/21: TrendView VIDEO Analysis: Equities, Fixed Income, FX (early)

October 21, 2013 Leave a comment

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

TrendView VIDEO ANALYSIS & OUTLOOK: Monday, October 21, 2013 (Early Day)

 131021_SPZ60_GLOBAL_0800EQUITIES & FIXED INCOME & FOREIGN EXCHANGE

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…

2013/10/18: TrendView VIDEO Analysis: Equities, Fixed Income, FX

October 18, 2013 Leave a comment

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

TrendView VIDEO ANALYSIS & OUTLOOK: Friday, October 18, 2013 (As of Thursday’s US Close)

131017_EQ_FIXED_1530EQUITIES & 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.

Read more…

2013/10/17: TrendView VIDEO Analysis: Equities, Fixed Income, FX (early)

October 17, 2013 Leave a comment

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

TrendView VIDEO ANALYSIS & OUTLOOK: Thursday, October 17, 2013 (Early Day)

131017_SPZ60_GLOBAL_0800

 

 

 

 

 

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.

Read more…

2013/10/16: TrendView VIDEO Analysis: Equities, Fixed Income, FX (early)

October 16, 2013 Leave a comment

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

TrendView VIDEO ANALYSIS & OUTLOOK: Wednesday, October 16, 2013 (Early Day)

131016_SPZ60_GLOBAL_0800EQUITIES & 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.

Read more…

2013/10/15: Commentary: Corker points to more collegial approach

October 15, 2013 Leave a comment

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

COMMENTARY: Tuesday, October 15, 2013.

CNBC-CORKERsaysSENbillPASSlikely-131014earlyMore 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.

Read more…