This is the video recording of the May 2019 Conference Call.
All Star Interviews Season 2, Episode 22: Paul Ciana, Chief FICC Technical Strategist at Bank of America Merrill Lynch Global Research
Paul Ciana and I go way back to 2006 when him and I were studying for the CMT exams together. Today, Paul is the Chief FICC Technical Strategist at Bank of America Merrill Lynch Global Research. In English, that means everything outside of equities. It’s nice to see your friends succeed and watching him crush it is definitely one for the good guys.
In this podcast episode we dive deep into the FX world where Paul walks us through 3 important currency pairs that all stock market investors should follow. We talk about Crude Oil and Gold and other precious metals. The Dollar is a key focus right now for both Paul and me, so we get into what the implications are for stocks and other assets around the world.
I really enjoyed this conversation. It could have gone on for hours and hours. We’re lucky to have Paul come on the podcast. He speaks to the biggest PMs in the world on a daily basis and has been doing that for close to a decade and half. His unique perspective is a huge value add for sure! [Read more…]
Stocks And Commodities Pointing To Higher Rates
Interest Rates in the United States hit new 52-week lows last month. But from the looks of it, the commodities market and stock market are not in agreement with that direction. It’s when we see divergences among asset classes that it gets my attention.
Today we’re looking at the divergences between stocks, bonds and commodities that I believe are pointing to higher rates this quarter. If we’re going to take the weight-of-the-evidence approach, it’s 2 to 1 in favor of rising interest rates. [Read more…]
Bond-Proxies Peaking Our Interest
From the desk of Tom Bruni @BruniCharting
I received a ton of great responses via Twitter and email for this week’s Mystery Chart, so thank you for that.
A lot of you were leaning towards the short side, with different approaches and stops. Some were neutral, but very few of you were leaning long.
[Premium] Monthly Conference Call Video Recording April 2019
This is the video recording of the April 2019 Conference Call.
All Star Interviews Season 2, Episode 21: Craig Johnson, Chief Market Technician at Piper Jaffray
This week on the podcast we have the pleasure of chatting with Craig Johnson, Chief Market Technician at Piper Jaffray. I’ve known Craig for a long time and love the work that he puts out. During the day he speaks to buy side clients all over the world. As a past president of the CMT Association, he has surrounded himself with some of the best minds in the history of technical analysis. His perspective based on who he speaks to and his experiences throughout his career make me want to listen when he has something to say. In this conversation we discuss the rest of the year for U.S. stocks and sectors. There’s a part in this episode that focuses on breadth and what we’re both looking for moving forward. Inflation, or lack thereof, is something he’s watching, so we talk about Gold, Oil and other inflationary factors that could impact stocks and bonds. We covered a lot. I really enjoyed this one! [Read more…]
Long End Outperformance Continues
From the desk of Tom Bruni @BruniCharting
I received a ton of great responses via Twitter and email for this week’s Mystery Chart, so thank you for that.
Most said you’d be buying the breakout at current levels or on a successful retest, but a few skeptics were staying away. Let’s get into the actual chart.
[Premium] Monthly Conference Call Video Recording March 2019
This is the video recording of the March 2019 Conference Call.
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