2022-08-26

GBP vs USD

IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
WILL THE STERLING REMAINS ABOVE THE  CRUCIAL SUPPORT AT1.1412

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2022-08-25

ECB


IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
Do you believe the ECB will continue hiking long after the FederalReserve stopped?
Do you believe the ECB will hike by 184 basis points between now and July next year and the Fed by 128 basis points?
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EUROPE NG& ELECTRICITY PRICE

IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
t happened! We had to 're-scale' the Eurozone NaturalGas and electricity prices chart!
My guess is that 'peak pain' is now and not during this winter, with storage rising quickly. Alternatives are most expensive now but will become cheaper as sources broaden
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2022-08-24

VALUATION FLASH

IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
Earnings expectations are too upbeat, even without energy!

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GLOBAL INFLATION

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s global inflation close to peaking?
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2022-08-23

US DOLLAR INDEX

IN YHE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
The USD is spiking again, with the US Dollar Index reaching its highest level in 20 years.
A stronger US Dollar means tighter financial conditions. The question is it it is enough for the FederalReserve to keep the dream of an early 'pivot' alive
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ENERGY SECTOR

IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERICFUL
Energy (XLE) just broke out of its inverse H&S pattern. Not a good sign for the stock market in the short-term.
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2022-08-19

US RETAIL SALES

IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
Last month’s retail sales surprised to the upside. Here are the contributions to the headline figure, with gasoline pulling spending lower due to lower prices rather than reduced purchases. 
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S&P 500 REVENUES

IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
How much the new tax will affect corporate behavior may depend largely on whether sales hold up. So far, they have. /3
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2022-08-18

BITCOIN

IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
Bitcoin’s number of unique addresses has been going parabolic. This could set the stage up for a bull run.
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US DOLLAR

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FMS investors think the most crowded trade is long US dollar
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2022-08-17

GLOBAL INFLATION

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Global Inflation Rates...
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ETF FUND FLOWS

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A whopping 7.5 Billion Dollars. That’s the largest 3-month outflow in the history from sector ETF funds. Are investors are moving to an individual stock selection approach?
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2022-08-16

LABOR MARKET


IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
US continuing jobless claims remain low
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EQUITY

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Consolidated equity positioning is in the 15th percentile
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2022-08-15

S&P 500

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IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
Historically, more than 90% of S&P 500 components above their 50-day moving average tend to be bullish for US stocks over 3, 6 and 12 months
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VIX

IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
VIX -- 50-day trough cycle.
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2022-08-12

AMAZON

IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
Amazon's AWS revenue in 2021 ($62 billion) was higher than the revenue of 448 companies in the S&P 500.
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TECH FLOWS

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Will investors' love of tech stocks continue?
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2022-08-11

S&P 500

IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
S&P 500 had 3 battles between 4100 and 4200 in 2022, providing short-term reference points
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