The Market is (Still) Broken

Futures came roaring back into the falling white channel yesterday, revealing what many know but few say out loud: the market is broken. When expectations of a 1% quarterly rise in GDP yield, instead, a 1.4% decline, stocks should decline. Plain and simple. The old “bad news is good news” argument doesn’t work any more … continue reading →

Update on Currencies: Apr 28, 2022

The dollar index continues its tear, surpassing both its 2017 and 2020 highs this morning. This is consistent with our forecast [see: Apr 11 Update on Currencies] that the Fed would need help from a rising dollar to attack inflation without having to resort to sky-high interest rates that would further accelerate the growth of … continue reading →

Stocks’ Broken Record

Yesterday marked the fourth time in the past two months that SPX tested the same important Fib level.  The failure to maintain a trend is becoming…well, a trend. Will SPX keep playing the same old song or is it finally time for this trend to be broken? continued for members… … continue reading →

Charts I’m Watching: Apr 26, 2022

ES closed back in its falling white channel following its midday recovery, keeping our target price and date unchanged. Note: The current forecast page has been updated with targets for SPX, ES, COMP, VIX, USDJPY, EURUSD, DXY, GC, SI, BTC, CL, RB and the 10Y. continued for members… … continue reading →

Back on Track

ES assiduously followed a well-defined falling channel ever since the top in March – with the exception of last week’s breakout. As we pointed out, that breakout was a head fake. ES not only reentered the channel in Friday’s meltdown, but came very close to breaking down below it in the after-hours. If it can … continue reading →

Charts I’m Watching: Apr 20, 2022

Forget the fundamentals. Between USDJPY’s breakout and VIX’s smackdown (19% over the past two sessions), the bears are getting pummeled by algos. As a result, ES’ falling white channel has been busted – meaning at least a delay in any additional downside. continued for members… … continue reading →