Record highs in the stock market, 6-year highs in US consumer sentiment, the longest streak of +100K NFP in 12 years, 6-year lows in unemployment rate, 2-year highs in bond yields. With these dynamics at play, the Fed ought to scale down monthly asset purchases, by at least $10 bn this year (even if it is symbolic) to account for the change in fundamentals over the last 6 months (and not the last 6 weeks). Failure to do so, is serious lapse of credibility to Bernanke and doves at the Fed.
????? ?????? ?? ????? ?????? ?????????? ???? ????? ??? 6 ????? ?? ???? ??? ????????? ???? ????? ?? ???????? ???? ?????? ?? 100 ??? ?? ??? ??????? ????????? ??? 12 ?????? ???? ????? ??? 6 ????? ??????? ??????? ????? ????? ??? 2 ????? ?? ?????? ???????. ?? ???? ??? ????????????? ????? ????? ??? ??? ????????? ????????? ????? ???? ?????? ???????? ??? ?? ??? ?? 5 ????? ????? ??? ????? (??? ?? ??? ??? ?????) ??? ????? ????????? ?????? ?? ??????? ???????? ???? ??? ??? ??? ?? 6 ???? ??????? (???? ?? 6 ?????? ???????). ????? ??????? ????? ?????? ???? ???? ???????? ???????? ????? ????? ??????? ?????? ?? ???? ????????? ?????????
Once you have watched this 45-second video about the stock markets' ability to shrug geopolitical tensions, ask yourself how long this rally will last. We all know how April is one of the best months for the markets. We also know about the Sell-in-May-&-Go-Away. Will it be so obvious? Here is when the signal was issued. Watch here.
Patterns on Fridays & Mondays
Since the start of the war on Iran, the pattern of falling Fridays in US equity indices has become obvious. Will the pattern ends this week.
View Hot-Chart..
Understanding US Dollar 2018 2019
I created this chart in December 2024, pointing to the importance of understanding some of the fundamental events shaping USD Index between 2018 and 2019. Why 2018 and 2019.
Read Article..