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2014/04/06: TrendView VIDEO: Equities Topped – Part-2 (late)

April 7, 2014 Rohr-Blog Leave a comment

2014/04/06: TrendView VIDEO: Equities Topped Part-2 (late)

© 2014 ROHR International, Inc. All International rights reserved.

The analysis videos are reserved for Gold and Platinum Subscribers

TrendView VIDEO ANALYSIS & OUTLOOK: Sunday, April 6, 2014 (late)

SPECIAL UPDATE

Equities Have Topped!! Part-2

Fixed Income & Foreign Exchange

As we noted in this video follow up to Friday’s definitive view on why the June S&P 500 future has likely topped in the intermediate term, be sure to watch that video if you have not done so already. While this analysis is indeed on the debt and FX markets, understanding the full implications of what went on in the US equities after Friday morning’s ostensibly constructive Non-Farm Payrolls number is critical perspective affecting the other asset classes as well.

In a nut shell, the June S&P 500 future new high above 1,877 was more than a fresh extension of the sustained rally that could not break the mid-March 1,833 low on the last selloff. In a variation of a top evolving into a ‘continuation’ pattern (more on that below), the push above 1,877 was also a definitive fresh UP Break.

The problem for the equity bulls is now twofold. Not only has the 1,877 UP Break been Negated by Friday’s sharp drop, but it also occurred on what was ostensibly ‘good’ headline economic data. That is often more telling than a selloff on nominally ‘bad’ news. And the opposite is true for the fixed income markets. Rallying sharply from lower support, or in the case of the June T-note ratcheting back above failed support, is a strong sign for the govvies in the wake of what should have been constructive economic news. The same goes for the short money forwards.    

Foreign exchange also saw a response, even if far more subdued. The US dollar Index inability to sustain its recent recovery above the key .8040 area and EUR/USD holding the 1.3700 area are just two manifestations of the US equities selloff reversing a more upbeat American and greenback sentiment. That US dollar rebirth was supposed to remain after continued accommodative noises by Mario Draghi at Thursday’s ECB press conference, yet won’t work if the US economy is softening as well.

The video timeline begins with by referring everyone back to Friday afternoon’s TrendView Video, and also the macro (i.e. fundamental influences) discussion of the factors that fostered the bull trend capitulation. That discussion was not repeated in this afternoon’s video, as it would be redundant sut to those factors being the same.

It moves on from there to the June S&P 500 future intermediate-term trend view at 00:45 including all the important pattern and trend implications, then the govvies at 03:15, short money forwards at 09:15, moving on to the foreign exchange with the US Dollar Index at 13:30, jumping over to Europe at 15:10 and Asia at 17:55, followed by the cross rates at 21:10, and a return to the June S&P 500 future at 26:00 for a final view and additional perspective.  

[The Weekly Report & Event Calendar is available via the link in the sidebar]

The TrendView VIDEO ANALYSIS & OUTLOOK is accessible below.

Authorized Gold and Platinum Subscribers Click ‘Read more’ to access TrendView Video Analysis and Brief Update

Read more...

Rohr Market Research Tagged analysis, Asia, Australia, BoE, Bund, calendar, comments, Crimea, DAX, debt, divergence, dollar, Double Top, Draghi, ECB, economic, employment, equities, Euro, Europe, failure, Fed, fixed income, FOMC, Foreign Exchange, FTSE, Germany, Gilt, Indicators, Japan, macro, macro-technical, NIKKEI, Obama, PMI, Pound, Putin, QE, Rectangle, Russia, S&P 500, sanctions, T-note, taper, technical, TREND, UK, Ukraine, US dollar, Yellen, Yen

2014/04/04: TrendView VIDEO: Equities Topped (late)

April 4, 2014 Rohr-Blog Leave a comment

2014/04/04: TrendView VIDEO: Equities Topped (late)

© 2014 ROHR International, Inc. All International rights reserved.

The analysis videos are reserved for Gold and Platinum Subscribers

TrendView VIDEO ANALYSIS & OUTLOOK: Friday, April 4, 2014 (late)

SPECIAL UPDATE

Equities Have Topped!!  Part-1

As we noted consistently on the June S&P 500 future likely swing to test the 1,833 pre-Crimean secession vote, that finally occurred a week ago Thursday yet only completed a Double Top pattern.  And then it was up to the bears to create the DOWN Break that might have kept the downward momentum going. Well, the activity since then felt like anything but a continuation of downside momentum!!

In fact, the recovery on gaps higher a week ago Friday and again on Monday and another on Tuesday was nothing less than a Negation of the Double Top pattern, and that indicated a new high above 1,877 was likely. And that is indeed just what transpired on Wednesday. And in a variation of a top evolving into a ‘continuation’ pattern (more on that below), the push above 1,877 became not just a violation of resistance but a definitive fresh UP Break.

The problem for the bulls is now twofold. Not only has the 1,877 UP Break been Negated by Friday’s sharp drop, but it also occurred on what was ostensibly ‘good’ headline economic data. As experienced market participants know, it is rare for a bull trend to reverse on weak economic data. Most of that just turns into a near term correction. It is far more likely that a bull market is going to top out for a more major reversal if it shows definitive weakness on ‘good’ news… like what occurred on Friday.

There are many other aspects to this which include the reactions of other asset classes (to be covered in a separate analysis) and the ‘hostages to fortune’ left by equities on the way up when they ignored weaker-than-expected economic data. That would be true of this week’s PMI’s (both Manufacturing and Services.) However, with an accommodative central bank psychology, it is always hard to know when the bearish background can crystalize into a more significant top and correction. We believe that began on Friday.

The video timeline begins with macro (i.e. fundamental influences) discussion of the factors noted above as well as the nature of the weak points in the ostensibly ‘good’ US Employment report; such as the much weaker than expected Hourly Wages. That would seem to reinforce the negative aspects of so many jobs now being lower paying, less secure jobs than before the recession. There is also mention of the additional headwinds from Obamacare, higher taxes, high energy prices and the like.

It moves on from there to the June S&P 500 future short-term trend view at 02:30 and intermediate-term at 05:30 including all the important pattern and trend implications, then the other equities (mostly waiting on the reaction to US weakness late Friday because they were already Closed) at 11:10, with a return to the June S&P 500 future short-term for a final look and additional points on the likelihood it will hold lower support and bounce. The also critical response of the other asset classes will be explored in separate analysis.

[The updated Weekly Report & Event Calendar and Current Rohr Technical Projections - Key Levels & Select Comments will be available after Monday's US Close (to allow for the European markets to catch up with the late Friday US influence) via the link in the sidebar]

The TrendView VIDEO ANALYSIS & OUTLOOK is accessible below.

Authorized Gold and Platinum Subscribers Click ‘Read more’ to access TrendView Video Analysis and Brief Update

Read more...

Rohr Market Research Tagged comments, dollar, Double Top, Draghi, ECB, economic, employment, equities, Euro, failure, Fed, fixed income, FOMC, Foreign Exchange, Indicators, Japan, NIKKEI, Obama, PMI, QE, Rectangle, Russia, S&P 500, T-note, taper, technical, TREND, US dollar, Yellen

2014/04/04: TrendView VIDEO: Global View (early)

April 4, 2014 Rohr-Blog Leave a comment

2014/04/04: TrendView VIDEO: Global View (early)

© 2014 ROHR International, Inc. All International rights reserved.

The analysis videos are reserved for Gold and Platinum Subscribers

TrendView VIDEO ANALYSIS & OUTLOOK: Friday, April 4, 2014 (early)

Global View: All Markets  

As we reviewed in Wednesday evening’s Summary Perspective, the return to the more accommodative central bank psychology in the context of the Russia-Ukraine dustup cooling down for now has been very good for equities. It was a major point of the Macro-BLAST video fundamental anticipation (link at the bottom of page 1 of the Summary Perspective) discussion on how last Wednesday’s downdraft of the June S&P 500 future to test the 1,833 pre-Crimean secession vote Close was a window of opportunity for the bears. Needless to say, the activity since last week Thursday feels like anything but a continuation of downside momentum. And Tuesday’s Close above the 1,877 area trading Double Top Negated the full month topping attempt!!

The somewhat less than strong Services PMI’s and the lack of any explicit Quantitative Easing program from the ECB (which most informed observers did not expect to happen in any event) left the June S&P 500 future adrift between the 1,877 early March trading high and the equivalent 1,884.50 lead contract all-time high (still the March contract high back then.) Yet it did manage to Close yesterday right up near 1,884.50, and the ‘binary’ decision on today’s US Employment report is whether it is above or below that narrowly defined decision range. Therein lays the potential to either drop back below 1,877 into the lower range for a swing back to 1,850 area (or lower), or push above 1,900 (where the ‘big penny’ is not a technically significant area in this instance) to the 1,910-20 topping line and oscillator resistance (which evolves up another five dollars next week.) We shall see.    

The video timeline begins with macro (i.e. fundamental influences) discussion of the factors noted above into the mention of the mixed nature of the limited overnight data out of Europe this morning (nothing from Asia.) And it also revisits the degree to which early quarter investment flows are very important with the equities already looking very constructive. Without a good reason to hold off, longer term investors are likely to want to put money into equities over the next week or so. And further intensifies the influence of this morning’s US Employment report.

It moves on from that overview to the June S&P 500 future short-term trend view at 02:00 and intermediate-term at 03:45, then the other equities from 06:00, with govvies analysis beginning at 10:10 (including discussion of the significant discounts in the June contracts) and short money forwards at 15:15. Foreign exchange begins with the US Dollar Index at 18:50, jumping over to Europe at 20:25 and Asia at 23:20, followed by the cross rates at 26:10, and a return to the June S&P 500 future at 30:40 for a final view and additional perspective. As this is an especially extensive analysis due to its assessment of significant near term contingencies in the S&P 500 and foreign exchange, even more so than usual we suggest using the timeline cursor to access the analysis most relevant for you.

[The Weekly Report & Event Calendar and Summary Perspective are available via the links in the sidebar]

The TrendView VIDEO ANALYSIS & OUTLOOK is accessible below.

Authorized Gold and Platinum Subscribers Click ‘Read more’ to access TrendView Video Analysis and General Update

Read more...

Rohr Market Research Tagged analysis, Asia, Australia, BoE, Bund, calendar, comments, Crimea, DAX, debt, divergence, dollar, Draghi, ECB, economic, employment, equities, Euro, Europe, Fed, fixed income, FOMC, Foreign Exchange, FTSE, Germany, Gilt, Indicators, Japan, macro, macro-technical, NIKKEI, Obama, PMI, Pound, Putin, QE, Russia, S&P 500, sanctions, T-note, taper, technical, TREND, UK, Ukraine, US dollar, Yellen, Yen

2014/04/02: Weekly Overview-Outlook and Macro-BLAST

April 2, 2014 Rohr-Blog Leave a comment

Accommodation is good for the soul… and Stocks.

© 2014 ROHR International, Inc. All International rights reserved.

Weekly Overview and Outlook: Wednesday, April 2, 2014

As equities demonstrated beyond any doubt over the past two weeks, their recent two-way volatility was going to favor the bulls again unless the bears engineered a failure below key support. And they singularly missed their opportunity to do so out of last Wednesday into Thursday. While we have been over this before, it pays to note once again that the geopolitical calm has allowed the accommodative central bank noises to drive the equities trend once again (with the expected fallout in the govvies.) However, the markets are entering a new phase now that the June S&P 500 future recovery from the critical 1,833 support (and potential Double Top DOWN Break that never occurred) has ratcheted all the way up above the actual March dual trading highs in the 1,877 area (ergo Double Top.)

While other indications can be more nebulous at times, once any market actually pushes above the trading highs of a Double Top, it is definitively Negated. That is what we would have expected in any event after the Friday and especially Monday daily gap higher activity (in US Regular Trading Hours) had already taken it back up to key interim 1,866-68 resistance. But yesterday’s daily Close above 1,877 was a killer for any near term bearish expectations.

Now it is a matter of whether the June S&P 500 future can also extend the rally well above the early March lead contract high at 1,884.50 which it Closed near today. And the influences into late this week are so definitive, we developed a fresh variation on our Overview and Outlook Video assessment of the macro-technical factors: the Macro-BLAST. When things are pointed enough there is not just another casual idea of what’s coming up… there is sometimes also a clear anticipatory implication of how key fundamental psychologies are capable of driving the price activity.

You can find the link to that video at the bottom of page one of this week’s Current Summary Perspective, available to Sterling and higher level subscribers via the link in the sidebar. We hope you enjoy that and the textual analysis.

And as all of our ETV (Evolutionary Trend View) perceptions remain very consistent with this morning’s “2014/04/02: TrendView VIDEO: Concise Highlights (early)” post, we refer you back to that for our current technical trend insights. Especially so as that also has a General Update write-up on all the markets below the video (available to Gold and Platinum subscribers.)

[The Weekly Report & Event Calendar and Friday’s Current Rohr Technical Projections - Key Levels & Select Comments are also available via the link in the sidebar]

Thanks for your interest.

Rohr Market Research Tagged analysis, Asia, Australia, BoE, Bund, calendar, comments, Crimea, DAX, debt, divergence, dollar, Draghi, ECB, economic, employment, equities, Euro, Europe, Fed, fixed income, FOMC, Foreign Exchange, FTSE, Germany, Gilt, Indicators, Japan, macro, macro-technical, NIKKEI, Obama, PMI, Pound, Putin, QE, Russia, S&P 500, sanctions, T-note, taper, technical, TREND, UK, Ukraine, US dollar, Yellen, Yen

2014/04/02: TrendView VIDEO: Concise Highlights (early)

April 2, 2014 Rohr-Blog Leave a comment

2014/03/31: TrendView VIDEO: Global View (early)

© 2014 ROHR International, Inc. All International rights reserved.

The analysis videos are reserved for Gold and Platinum Subscribers

TrendView VIDEO ANALYSIS & OUTLOOK: Wednesday, April 2, 2014 (early)

Concise Highlights   

As we revisited once again yesterday, last Wednesday’s downdraft of the June S&P 500 future after the last 1,868 failure, the likely swing to test the 1,833 pre-Crimean secession vote on Friday the 14th only began the real decision. In fact, as far the market had fallen from Wednesday into early Thursday, the burden of proof was actually on the bears. That is because the drop to retest 1,833 and close the major gap higher opening From March 17th only completed a Double Top pattern, and then it was up to the bears to create the DOWN Break that might have kept the downward momentum going. Well, the activity since Thursday feels like anything but a continuation of downside momentum. And yesterday’s Close (however modest) above the 1,877 area trading Double Top convincingly Negates the full month topping attempt!!

More on that below, yet for now suffice to say that while Friday’s gap higher might have been a temporary bounce the further gap higher, extensive strength on Monday’s gap higher followed by yesterday’s gap higher were major holes in the fabric of the bear psychology. That was in spite of mixed data Monday, and likely had to do with Janet Yellen’s latest speech that morning. While she did not specifically walk back her FOMC press conference “six month” timetable for rate hikes after the end of Fed QE, her US labor market comments were so dovish they accomplished the same thing.

The video timeline begins with macro (i.e. fundamental influences) discussion of the factors surrounding top-of-month data Tuesday that included slightly weaker than expected US Manufacturing PMI; that did not seem to bother the equities at all. This morning’s weak overseas data also did not bother the equities as we await US ADP Employment Change, ISM New York and Factory Orders. Yet it also note the importance of early quarter investment flows, and the much more major economic data tomorrow into the ECB meeting and press conference.

It moves on from there to the June S&P 500 future short-term trend view at 02:15 and intermediate-term at 04:00 including all the important pattern and trend implications, then  other equities from 06:20 (mostly waiting on the further US leadership), and govvies at 09:20 (still focusing on the expiration rollover implications.) There is only brief discussion of the short money forwards at 13:20 that are holding steady since Monday’s Global View, and mostly discussion of the foreign exchange conforming to Monday morning’s analysis at 13:30, except for the at Japanese yen weakness at 14:20 on the USD/JPY and 16:25 on EUR/JPY prior to the return to the return to the June S&P 500 future at 17:55 for a final view and additional perspective.

[The Weekly Report & Event Calendar and Friday’s Current Rohr Technical Projections - Key Levels & Select Comments are available via the link in the sidebar]

The TrendView VIDEO ANALYSIS & OUTLOOK is accessible below.

Authorized Gold and Platinum Subscribers Click ‘Read more’ to access TrendView Video Analysis and Brief Update

Read more...

Rohr Market Research Tagged ADP, analysis, Asia, Australia, BoE, Bund, calendar, comments, Crimea, DAX, debt, divergence, dollar, Draghi, ECB, economic, employment, equities, Euro, Europe, Fed, fixed income, FOMC, Foreign Exchange, FTSE, Germany, Gilt, Indicators, Japan, macro, macro-technical, NIKKEI, Obama, PMI, Pound, Putin, QE, Russia, S&P 500, sanctions, T-note, taper, technical, TREND, UK, Ukraine, US dollar, Yellen, Yen
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