Premium Members can access all of July Monthly Candles in our Chartbook, but in this post, we want to outline a few of the ones that stood out to us across the Equity, Currency, and Commodities space.

From the desk of Steve Strazza @Sstrazza

Every week we publish performance 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 relative strength trends at play and give our outlook, as well as some of the things we're watching for in the month ahead.

With July just coming to a close, we're going to focus on that month's returns for insight into the near-term and analyze a variety of monthly charts in order to view the recent performance within the context of the underlying trends.

This week, we'll highlight the broad-based bullish performance across just about every asset class in July, as well as one of the tailwinds for this which was the weak US Dollar.

Here is our list of International Indexes. We continue to see outperformance from the US, China, and other areas of Asia such as Taiwan (which is not shown in the table, but made new all-time highs this month). The Shanghai Composite and Wilshire 5000 are outperforming their peers with significant gains over every timeframe.

I know it's a Technical Analysis no-no to be looking at weekly candlesticks before they're complete, but there's something happening in the Rupee that we need to be paying attention to.

From the desk of Steve Strazza @Sstrazza

Every week we publish performance 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 relative strength trends at play and give our outlook and some of the things we're watching for in the week ahead.

This week we're going to highlight our International ETF and Global Index tables, and focus on some of the rotation we're seeing into more offensive assets across the board. Let's dive into it.

Emerging Markets $EEM, particularly Latin America $ILF, continue to rebound strong. These two indexes were this week's leaders on our International ETF list but notice that they are also the top performers over the trailing one and three month periods.

From the desk of Tom Bruni @BruniCharting

Cryptocurrencies are back on our radar for the first time in a while...but we're not talking about Bitcoin, which remains stuck below a year of overhead supply.

Instead, our focus is on Ethereum, which is breaking out on an absolute and relative basis.

Let's get into it.

This is the video recording of the July 2020 Conference Call.

Historically, new 52-week lows are not a characteristic of an uptrend. These are things we see when the asset in question is under pressure. With the Dollar Index continuing to sell-off, what are some of the broader implications?

What will this mean for the relentless uptrend in precious metals? What will it mean for Emerging Markets stocks?

First, here's the chart of the US Dollar Index making new 52-week lows yesterday:

From the desk of Tom Bruni @BruniCharting

Thanks to everyone who participated in this week's Mystery Chart.

Most were waiting for more information given prices were at a clear inflection point, so let's get into what it was and what our interpretation is.

From the desk of Steve Strazza @Sstrazza

For the week ended Friday, July 10, 2020:

Every week we publish performance tables for a variety of different asset classes and categories along with commentary on each.

This week we're going to highlight our US Index and Sector ETF tables, and focus on the laggards as they are giving us the most important information for the current market environment. Let's dive into it.

No surprises here... The Nasdaq $QQQ outperformed aggressively once again last week, booking a +4.7% gain while Mid, Small, and Micro-Caps were all lower. The Nasdaq is the only US Index that is higher over the trailing month.

As we head into the second half of the calendar year 2020, we start from scratch with our Q2 playbook and outline our thoughts on every asset class and our plan to profit in the quarter ahead.

Part 1 of this playbook will cover our macro view, touching on Equities, Commodities, Currencies, and Rates.

Part 2 of this playbook will delve deeper into Indian Equities, going sector by sector to identify the trends that matter.

Part 3 of this playbook will outline the individual stocks we want to be selling within the context of today's environment.

Part 4 of this playbook will outline the individual stocks we want to be buying within the context of today's environment.

This is our ASC Research Q3 Playbook.

The first section dives deep into the US Stock Market, and the second half covers International Stock Markets and FICC (Fixed Income, Commodities & Currencies).

You can skip right to the trade ideas here if you'd like, or give the full report a read!

As we head into the second half of the calendar year 2020, we start from scratch with our Q2 playbook and outline our thoughts on every asset class and our plan to profit in the quarter ahead.

Part 1 of this playbook will cover our macro view, touching on Equities, Commodities, Currencies, and Rates.

Part 2 of this playbook will delve deeper into Indian Equities, going sector by sector to identify the trends that matter.

Part 3 of this playbook will outline the individual stocks we want to be selling within the context of today's environment.

Part 4 of this playbook will outline the individual stocks we want to be buying within the context of today's environment.