Both Equities and Yields could continue higher into next year.
A rather hawkish FED late September has triggered a strong rally in US yields, which in turn has started to weigh on risk assets. The...
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jfo496
- Sep 3, 2021
Emerging Markets are Oversold
It has been quite an amazing year on the Equity front with a strong divergence between Developed markets and Emerging ones. Indeed,...
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jfo496
- May 1, 2021
What kind of downside retracement/retest may we expect in May?
Last month, we wrote that the worse may be behind us for equity markets. We did expect some downside retesting early April (which was...
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jfo496
- Apr 1, 2021
Equities may continue to rise into late April
Since the beginning of the year, Equity markets have been rocked by strong rotation from Growth and Defensive themes into Value and...
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jfo496
- Dec 29, 2020
Equities extend higher into the Spring, perhaps next Summer
The dual question currently rocking equity markets is to understand if the current rally extends into Q1, perhaps even into Q2/Q3 next...
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jfo496
- Nov 9, 2020
Equity indexes could continue to rise into 2022, in nominal terms at least
In this short article, we analyze the long-term prospects for the S&P500 and EuroStoxx 50 indexes. Indeed, following the March...
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jfo496
- Nov 3, 2020
Equity indexes could continue to rise into 2022, in nominal terms at least.
Executive Summary: Equity markets have been consolidating since early September. This countertrend should find closure over the next week...
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jfo496
- Oct 26, 2020
The Power of Cross Asset Confirmations, presentation by MJT at IFTA's 33rd online Annual Conference
Our preliminary cross asset outlook Equities: the current consolidation period probably extends into mid/late November, perhaps early...
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jfo496
- Oct 1, 2020
Equities could consolidate into November. Growth themes should then outperform into early next year.
Executive Summary: The S&P500 Index may continue to bounce into early/mid October, but then consolidates again into November. It then...
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jfo496
- Jul 1, 2020
Equities Markets could resume their bounce during July
• Over the next week of so, the S&P500 and the Eurostoxx 50 Indexes could start to resume their uptrend, probably into mid/ late Summer...
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