Markets are finally moving – will it last? – MM #150


Markets are finally on the move and it is not limited to one asset class. We tackle central bank hawkishness, stocks, bonds and all the major regions before previewing the strong start to July.

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  1. Central bank hawkishness: The Sintra gathering resulted in a gradual shift towards tapering from Draghi and an 180-degree shift from Carney in the same direction. While the BOJ is on the other side, where does the Fed stand?
  2. Stocks and bonds: Hawkishness from central banker justifies a sell-off of bonds, but the money is not going into stocks. What’s going on? We dive into different sectors, winners and losers within the great rotation.
  3. Commodities: Oil is recovering and this is not uncorrelated with the falling dollar, but not entirely. And how is gold behaving? It is somewhat confusing.
  4. What’s next?: Can this volatility continue? This is an open question. We have seen some calm after a few busy days. Will we have a calm summer? Or is this time different?
  5. Preview: A full buildup to the Non-Farm Payrolls could get bumpy with a holiday in the US. Also, watch key data from China as well as other places. We provide our #NFPGuesses.

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About Author

Yohay Elam – Founder, Writer and Editor I have been into forex trading for over 5 years, and I share the experience that I have and the knowledge that I’ve accumulated. After taking a short course about forex. Like many forex traders, I’ve earned the significant share of my knowledge the hard way. Macroeconomics, the impact of news on the ever-moving currency markets and trading psychology have always fascinated me. Before founding Forex Crunch, I’ve worked as a programmer in various hi-tech companies. I have a B. Sc. in Computer Science from Ben Gurion University. Given this background, forex software has a relatively bigger share in the posts.

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