The Big Picture week ending 4/11/21 | Intermarket Analysis of the financial markets

In this installment of The Big Picture, Neil talks The US$, the 10yr Yield, US equities, commodities to analyze the main drivers of the US stock market. He goes into detail about the current sector rotations showing Metals/Mining and Energy are waning in their market leadership as Technology and Consumer Discretionary rise back to lead the market higher.

00:00 - Intro
01:10 - U.S. equities
03:30 - The US$
07:20 - 10yr yield
08:50 - Commodities
11:25 - Economic Data
12:10 - The employment outlook - implications for the stock market
15:00 - Sector Rotations
15:30 - Metals/Mining and Energy leadership waning
19:30 - Tech and Consumer Discretionary showing near term strength
22:30 - What sector rotations indicate about the future direction of the stock market
27:00 - What to watch this week
29:30 - Action items

#IntermarketAnalysis #Investing #GlobalMacro