Written by Michele Schneider
This chart is from our product called Big View.
Coming into the FOMC, the sentiment for risk is neutral. A week ago sentiment was 100% bullish. A month ago, it was neutral leaning towards bearish.
Amazingly, …
Written by Michele Schneider
Akami is a cloud computing company in the tech sector that deals with online security. Up until mid-2022, the trend was up.
Then, with the hawkish FED, the trend changed, with AKAM eventually breaking the 23-month …
Written by Michele Schneider
This coming week is a big one.
We have FOMC on tap with some Fed members calling for .50 bps rate hike on the heels of the hot Producer Price Index and inflation.
We have Gross …
Written by Michele Schneider
Wednesday morning brought some love to the US economy.
The January retail sales, rose 3% month/month vs. +2% estimated.
The breakdown fascinates.
With food inflation where it is, and egg prices the big headline, the leader …
Written by Michele Schneider
Maybe it’s just Valentine’s Day so the food and commodities market sees a push to chocolates, flowers, and fine dining.
And maybe not.
The CPI came out with an unexpected rise…but goods remained softer. Services on …
Written by Michele Schneider
All in all, the key sectors (retail, transportation) have more to prove especially by clearing the 23 month moving average or 2 year business cycle.
This is a significant level as these sectors proved recession was …
Written by Michele Schneider
This week’s State of the Union Address (SOTU) was filled with evidence of inflationary pressures that will keep inflation burning because…
Once ignited, inflation is like a wildfire capable of continuing to burn under the surface …
Written by Michele Schneider
This week we have featured the 23-month moving average or 2-year business cycle and its significance to the indices.
Particularly when speaking about the S&P 500, we wrote:
There was a bullish run in 2021 based …
Written by Michele Schneider
Some of you might have already heard us speak about the monthly moving averages or have read our commentary about their significance.
Monday we asked, “What if the trading range top at 4200 we have been …
Written by Michele Schneider
What if the trading range top at 4200 we have been calling for in the S&P 500 turns out as—the top?
Certainly we can make a case for it given higher yields, strong dollar, geopolitical stress, …
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