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Posted

The market pulled back to support, AGAIN, and bounced AGAIN. This bounce has triggered a 5 day cycle buy signal on hourly oscillators. However, the ES still needs to be above 5715 when NY opens to break the downtrend. If successful, then the next goal would be 5750-55 again.  Moderating Bullish Outlook

16r3pz

I'm proud and pleased to say that we were able to see and warn over a month ago that the slowing economy narrative was false, and that the Fed was cutting short term rates into a red hot economy. And that this was a risk for the bond market. This didn't require any special analysis. It merely required paying attention to actual, real-time data, not the made up shit that the Wall Street media touts. We could see, plain as day that the economy wasn't weakening and that the narrative basis for Fed easing and buying Treasuries was completely bogus. On the other hand, the fact that the economy was generating plenty of excess liquidity without help from the Fed encouraged traders, investors and dealers to deploy cash willy nilly. Bonds were wrong and stocks were right.  

Here’s Hard Evidence that the Slowing Economy Narrative is False September 8, 2024
Get Your Red Hots Here October 3, 2024

16r3tf

This is the thing about excess liquidity. It drives traders, mostly professionals, to go insane chasing anything that moves. We have to wonder if this might force a disorderly unwinding of the Treasury carry trade that we've been watching in our reports on Primary Dealer positions. Primary Dealer Clown Show Danger Pales in Comparison to Hedgie Daredevils September 11, 2024 

I'll be updating that next week. 

Meanwhile, the massive run in gold has paused. Is this the beginning of the end, or just the end of the beginning? Signs that This Might Be the End for Gold 10/2/24

16r408

 

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Posted

China has finally gotten lift off on financial assets. If this keeps up the Fed is going to have to do QE soon.  As I've said before but nobody believes it, there is no way the Fed allows any deflation of asset prices unless China does too and it will not be allowed to out inflate our markets either.

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