This is the weekly post that aggregates all the charts we put together throughout the week and organizes them all into one, easy to flip through deck.
Intermarket Insights: Reviewing Risk Appetite
From the desk of Steven Strazza @Sstrazza and Grant Hawkridge @granthawkridge
In today’s post, we’ll discuss some of our favorite and most important intermarket ratios and see what they’re suggesting for markets and risk appetite around the globe.
One thing we found interesting when digging through these charts is that many of them look a lot like stocks do right now.
Sideways. Range-bound. Messy. But, within the context of underlying uptrends.
So these are basically just continuation patterns on shorter timeframes.
But, after consolidating for months and even quarters now, we are beginning to see some resolve higher… kind of like we’re seeing from stocks on an absolute basis.
Coincidence? Probably not.
We think this makes a lot of sense and bodes well for risk assets. Let’s take a look at some of these charts now.
Financials In Focus
From the desk of Steve Strazza @Sstrazza
Financials have made quite the comeback in recent weeks, with the Large-Cap Financial SPDR $XLF trading back to record highs as bank stocks around the world have fought to repair some of the damage endured during Q2.
We even saw regional banks break back above a major level of interest last week. The importance of this can’t be overstated.
But that’s just the US. What are financials doing in the rest of the world? Are they confirming this strength we’re seeing from the US?
In this post, we’ll provide an in-depth rundown of what’s going on with this critically important sector–not just in the US, but around the globe.
The Oil Dilemma
How’s the market done in 2021?
[Video] BNN Bloomberg: Base Metals, Precious Metals and Energy
Whenever Frances calls to chat about the market, she knows she’s getting a yes!
Frances Horodelski and I have been doing this for about a decade, through multiple cycles. It’s always fun!
She was hosting a commodities-focused show today so we discussed Metals and Energy.
I think there is a lot going on in this space and it’s setting up for a big move.
We couldn’t help but talk Financials and Crypto, but it was mostly Commodities.
Hope you enjoy!
Large Pause in Smallcap Rally?
In this week’s Three Charts For The Week Ahead, we discussed the strength in Top 10 largecap stocks and a critical resistance level in the midcap index.
RPP Report: Review. Preview. Profit. (08-11-2021)
From the desk of Steve Strazza @sstrazza
Welcome to our latest RPP Report, where we publish return tables for a variety of different asset classes and categories along with commentary on each.
Looking at the past helps put the future into context. In this post, we review the absolute and relative trends at play and preview some of the things we’re watching to profit in the weeks and months ahead.
We consider this our weekly state of the union address as we break down and reiterate both our tactical and structural outlook on various asset classes and discuss the most important themes and developments currently playing out in markets all around the world.
We’ve been pretty obnoxious about our position that markets are a total mess these days. While this remains the case, we’ve seen some positive developments play out lately… particularly the renewed strength from cyclicals and offensive assets.
We’ve covered the best evidence from both the bulls and bears camp in recent months, and even played devil’s advocate with the data we have. We continue to track and point out the most important upside and downside resolutions across global markets. And we keep pounding the table on two major themes (among others):
- The market is messy and full of mixed signals.
- Many significant risk assets are currently trading at or below critical resistance levels. [Read more…]
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