china
- Daily Technical Strategy
- Daily Technical Strategy
China showing evidence of breaking down after yet another failed rally attempt
The minor stalling out above $SPX-4100 might require a final push up to test June peaks near 4177, but the majority of this initial move higher off last week’s lows looks to be complete. Interestingly enough, some evidence of the US Dollar and also Treasury yields turning higher should be...
- Daily Technical Strategy
China could offer relative outperformance vs US Tech
Monday’s bounce looks similar to the bounce from early May, and insufficient evidence of trend improvement is present which would suggest a meaningful low is in place.China, and specifically, Chinese Tech might offer relative outperformance vs US Tech between now and July.WTI Crude looks to be nearing channel resistance which...
- First Word
China ending Shanghai lockdowns sigh of relief and further alleviating downside pressure on stocks
WEBINAR ALERT: 5/19 AT 2PM ET FOR FSINSIGHT MEMBERS We are delighted to announce we are hosting a webinar with Tom DeMark, founder of DeMark Analytics.Equities have been in a relentless downturn since the start of 2022.While valuations have become considerably more attractive, and sentiment rock bottom, investors are still...
- Daily Technical Strategy
China bottoming out, Attractive to buy ahead of Winter Olympics 2022
Technical Strategy Video (Recorded Thursday, November 11th): https://vimeo. com/644990540/0a21a744d5 China slowly but surely bottoming out, and recent stabilization bodes well for buying into Chinese Equities ahead of Beijing 2022 Winter OlympicsTechnology stocks in China look relatively attractive vs US Technology; While this trend is just starting to turn up,...
- Miscellaneous
China Bans Crypto... Again
Crypto markets sell-off following regulatory news out of China, as the PBoC released a document laying out its intentions for stricter regulation and enforcement measures on crypto.This is not the first time China has “banned” crypto (and probably won’t be the last). Historical price movement post-ban is mixed.This news might...
- Crypto Strategy
China crypto ban made the sell-off worse, but PBOC balance sheet growth matters more than posturing and is not the only key market driver - rally remains intact
In our crypto flash Monday night, we laid out 9 reasons we thought Bitcoin was close to a bottom around $40k. But yesterday crypto markets went for a wild ride. We got yet another sharp move lower below $30k but have since bounce back and are now at $41k. Part of this...
- US Policy
U.S.-China Tariff, Budget Resolution Deadlines Loom
It appears that ebb and flow of the U.S.-China trade talks continues to be the issue which markets focus on, while investors largely ignore the back and forth on the potential impeachment of President Donald Trump by the House of Representatives. Impeachment seems to be a side show for markets,...
- US Policy
Impeachment Fever, Trade Talks; DC In Full Circus Mode
Impeachment fever has taken over Washington, D.C., but the business of governing is attempting to proceed around town. The big news next week will be the arrival of a high-level Chinese trade negotiating team. Figure the market will hang on every word, sorry, make that tweet, that comes either from...
- Signal From Noise
Soybeans Won't Cost Trump in 2020, but Auto Tariffs Might
By Vito J. Racanelli, August 29, 2019 There’s a narrative in markets—fueled by headlines—that soybean farmers could cost President Donald Trump the 2020 election. I beg to differ. He might indeed lose the election, but it won’t be the beans. In trade wars and headlines, facts sometimes get in the...
