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Fed Chair Powell pushed markets into the green
Blackfort Insights 09.04.2021 He did it again. Fed chair Powell has managed to calm down markets after his recent remarks at the IMF panel discussion. US equities markets closed all up and treasury yields decreased pushing prices up. We might see 10-year UST go down to 1.5% before we resee the recently reached year high of 1.77%. Such…
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Lockdown in Europe – but German IFO lead Indicators are on multiple years high
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The Fed is now behind the curve – US equity markets applause
Blackfort Insights 18.03.2021 The Fed is now behind the curve – US equity markets applause The Fed is walking on thin ice, but yesterday delivered an even more dovish statement than anticipated. They stated that Inflation might be a temporary phenomenon in 2021 but that is not a worrisome sign. Why is it so? Once the US…
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Bi-Weekly. March 2021 I
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A minor pullback – is it already over?
Blackfort Insights 25.02.2021 Two weeks ago, we have raised the question “To correct or not to correct? After a minor pull-back in the broad market and sharp selloffs in highflyers like Tesla or GameStop broad market indices look from a technical standpoint ready for a next leg up. The RSI came down to a neutral territory and…
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Bi-Weekly. February 2021 II
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To correct or not to correct, that is the question
Blackfort Insights 11.02.2021 To correct or not to correct, that is the question Equities have pulled back in January around 5% during 7 trading days only to be followed by a stronger rise in February to new record levels. Buying the dip is still the winning strategy. However, we are back to the extremely overbought area. Same situation…
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Bi-Weekly. February 2021 I
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Irrational Exuberance
Blackfort Insights 14.01.2021 Retail investors are out of control. GameStop rose yesterday 92% during the trading session, only to be followed by another rise of 102% in the after-hour trading. Reddit (in particular r/walstreetbets) and robinhood.com are the preferred space where retail investors choose their target and push with like-minded peers stocks up. In this case short sellers…
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Bi-Weekly. January 2021 I
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Signs of euphoria – But maybe we will only see a pullback in February
Blackfort Insights 14.01.2021 Signs of euphoria – But maybe we will only see a pullback in February Markets behave since November according to their historical pattern. After a good November and December, we face a very good start in January. If we were to continue the script, we would expect a minor consolidation followed by higher markets and…
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