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The Big Picture | 5-7-21 | Intermarket and Macro Analysis of the Financial Markets
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In this week's installment of "The Big Picture," Neil goes into economic data, sector rotations, market positioning and monetary policy. As usual, he ends with some action items and things to look out for next week.
Key Takeaways:
- The reflation trade continues to outperform
- Sector leaders are Metals & Mining, Materials, Energy and Financials
- Tech continues to struggle
- Employment data disappointed, tempering near term inflation expectations and reducing likelihood of Fed tapering asset purchases near term
00:00 - Intro
00:40 - Current Intermarket Setup
01:00 - US Equities
02:15 - US$
02:35 - Commodities
04:10 - 10yr Yield
06:30 - Economic Data
07:35 - Employment Data | Nonfarm payrolls
08:55 - Monetary Policy - will the Fed taper asset purchases?
11:05 - Market Positioning
14:15 - Real Estate
16:30 - Financials
17:20 - Gold
22:35 - Small Caps
25:45 - Market Rotations
30:20 - Action Items
33:30 - Outro
#IntermarketAnalysis #Macro #StockMarket #Investing
Key Takeaways:
- The reflation trade continues to outperform
- Sector leaders are Metals & Mining, Materials, Energy and Financials
- Tech continues to struggle
- Employment data disappointed, tempering near term inflation expectations and reducing likelihood of Fed tapering asset purchases near term
00:00 - Intro
00:40 - Current Intermarket Setup
01:00 - US Equities
02:15 - US$
02:35 - Commodities
04:10 - 10yr Yield
06:30 - Economic Data
07:35 - Employment Data | Nonfarm payrolls
08:55 - Monetary Policy - will the Fed taper asset purchases?
11:05 - Market Positioning
14:15 - Real Estate
16:30 - Financials
17:20 - Gold
22:35 - Small Caps
25:45 - Market Rotations
30:20 - Action Items
33:30 - Outro
#IntermarketAnalysis #Macro #StockMarket #Investing
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