Sunday, January 12, 2020

 

Dear Reader,

 

Please find below our latest Weekly Trend Update Report covering major asset classes and currencies.

Have a nice start of the week.

 

Marc Bentin

Bentinpartner GmbH

 

Friday in numbers

 

 

Global Chartbook

 

 

 

Friday in charts

 

 

Performance by Style

 

 

 

FX Overlay Program Model

 

 

Global Tactical

Model

 

       


 

Trend Status Update

 

Over the past week, the S&P500 gained 1,0% (1,2% YTD) while the Nasdaq100 gained 2,0% (2,7% YTD). The US small cap index dropped -0,1% (-0,5% YTD). Soft payrolls data offered a reason for a mild correction ahead of the week end after US benchmarks hit fresh records earlier last week.

The Eurostoxx50 gained 0,6% (1,5%), underperforming the S&P500 by-0,4%. Investors flocked into Fangs again with most of them rallying strongly on the week.

 AAPL rallied 4,3% (5,7%). FB added 4,5% (6,2%). LYFT rallied 6,6% (7,1%). AMZN gained 0,4% (1,9%). NFLX gained 1,0% (1,7%). GOOG rallied 5,1% (6,9%, Z-score 2,4). The CEO of GOOG just received a strong incentive in getting his stock price higher with the SEC approved that his performance bonus would be tied this year and next not on the share price itself but on its outperformance vs. the S&&P500. The concentration of performance of US indices on just a few names is at its highest since the late 1990’s with the top 5 companies of the S&P500 (1%) making up 18% of the total market cap of the index. The percentage of US listed companies losing money over the past 12 months is now also close to 40%, its highest level since the concentration peak of 1999 and a situation that could only get worse in a recessionary scenario.  At the same time, the issuance of high yield issuance is red hot and even stronger than last year. The profit season is kicking off this week and should show some improvement vs. last quarter but it is not a stretch of the imagination to consider that today’s situation is …stretched and reminiscent of historic extremes. In the meantime, and probably for that reason, although major US indices returned more than 30% last year, Ray Dalio reported his first annual loss since 2000 with its Pure Alpha fund returning -0.5% in 2019. Crispin Odey, another famed Hedge Fund manager finished down 10% last year.

Last week, more emails were made public from Boeing personnel who qualified the 737 Max as a plane “designed by clowns and certified by Monkies”, which in a colourful fashion further compromised the future of this airplane. The company announced last week that it would stop the production of the plane generating the largest part of its income as of next month and start firing employees.  

 

Diversified EM equities (VWO) gained 1,2% (1,8%), supported by continued strong inflows in China, CNY breaking higher and the CSI300 trading in positive trend mode and near the top of its Bollinger band (see China’s snapshot). Noticeably at a time when many investors fret over excess leverage in China, China’s CDS is now only 30bps, a fresh low and half the level where it was at the same time last year.  XHB (SPDR S&P HOMEBUILDERS ETF) gained 1,6% (1,4%, Z-score 2,0)., supported by a further decline in US mortgage rates.

 

The Dollar DXY Index (UUP) measuring the USD performance vs. other G7 currencies gained 0,5% (1,0%) while the MSCI EM currency index (measuring the performance of EM currencies vs. the USD) gained 0,5% (0,2%). We continue to expect more currency instability this year and were hard pressed, like many observers, to see the way the dollar (and to a lesser extent the yen) reacted to the spike in risk off last week (that briefly propelled gold above USD1600) in the aftermath of the US/Iranian spat. This, coupled to ongoing strength in EM currencies and a possible further easing by the Fed, coupled to fiscal slippage and a diminishing appetite of foreigners for US Treasuries, could take its toll on the USD throughout the year.

 

10Y US Treasuries dropped 3bps (-10bps) to 1,82%. 10Y Bunds climbed 8bps (-1bps) to -0,20%. 10Y Italian BTPs dropped -3bps (-9bps) to 1,32%, out-performing Bunds by -4bps. US High Yield (HY) Average Spread over Treasuries dropped -8bps (-9bps) to 3,27%. US Investment Grade Average OAS was unchanged (4bps) to 1,05%. Former Fed Chair B. Bernanke pushed back last week the notion that central banks have lost their influence on the economy and may be out of ammunition. Former Treasury Secretary L. Summers dismissed Bernanke’s optimism and referred to the current situation as being the “last hurrah for central bankers” as he argued that monetary policy will not be able “to do it the next time”, given that in past recessions, the Fed usually cut by 5% whilst interest rates are currently below 2%. “We’ll have to rely on putting money in people’s pockets”, he said as he also discarded the possibility of putting in place semi-automatic stabilisers that would bypass Congress. Economic data published last week were mostly subdued in the US, Germany and Japan. Prior to the weaker US jobs report, Japan services sector saw its deepest contraction in more than three years in December (Services PMI dropped to 49.3 from 50.3 in November). German industrial orders fell unexpectedly on weak foreign demand, confirming the manufacturing slump. The World Bank also trimmed its global growth forecast for 2019 and 2020 due to a slower than expected recovery in trade and investment despite a cooling in trade tensions. At the same time, in Europe inflation across the eurozone rose to a six-month high of 1.3% (from the previous month at 1%) even before the recent jump in oil prices, still below the ECB target goal of just below 2%.

In European credit markets, EUR 5Y Senior Financial Spread dropped -3bps (-1bps, Z-score -2,1) to 0,50%.

 

Gold gained 0,7% (3,0%) while Silver gained 0,3% (1,5%). Major Gold Mines (GDX) sold off by -2,5% (-2,8%). The correlation analysis between Gold and stocks continue to show the attractive diversification (hedging) potential of gold vs. risky assets despite cross asset correlation recently increasing above their 5year, 1year and 1 month averages.    

 

Goldman Sachs Commodity Index sold off by -3,2% (-1,4%). Gold rallied past USD1600 on geopolitical tensions before ebbing back following the accidental shooting down of a passenger jet during the Iranian shelling operation of the US military base in Iraq.  WTI Crude sold off by -6,4% (-3,3%). NGA (NATURAL GAS FUTR Feb20) rallied 3,4% (0,6%).

 

Over the week end….

 

Iran confirmed over the week end the accidental shooting down of a Ukrainian civil aircraft that took 140 lives, neutralizing by the same count, and at least for a while, the potential for more Iranian (and US!) military escalation. This week will witness a (theatrical?) signature of the phase I China/Us trade deal…and if that does not hold the market up, there will likely be Presidential tweets about a Phase 2 deal progress. This is also helping Chinese markets.  

D. Trump took it to Tweeter in Arabic overnight, saying that “sanctions and protests have put Iran under great pressure and force them to negotiate.” Perhaps, his  language skills will appeal to Iranians.  

 


Trend Score Card

 

 

 

 

Click here for technical annotations.

 

 

Trend Scorecard   

 

 


US & International Equities

Check out US and International Stocks’ Technical Trend Status.

 

 

Stocks   

 


Sector Trend & Momentum (revised)

Check out equity sectors’ trend and performance …and when they break out!

 

Sector Analysis   

 

 


Fixed Income

Check out 10Y US Treasury and Bund yields, their trend, expected Fed rate moves and speculative positioning in 10-year Treasury Futures.

 

Fixed Income

 

 


US Recession Risk Radar

A comprehensive list of economic indicators to compare the current situation with previous recessions.

 

US Recession Risk Radar

 

 


The Dollar

Check out where the Dollar stands Trendwise and Breakoutwise vs. G7 and EM counterparts.

 

The Dollar

 

 


Precious Metals

Check out where precious metals stand Trendwise and Breakoutwise. Get a sense of options (cumulative open interests on calls and puts) and futures traders’ sentiment (non-commercials open positions).

 

Precious Metals

 

 


 

Why Trend Following Matters and How It Can Help You?

 

The last months of 2018 illustrated how fast and furious markets can fall. Trend following offers guidance as to when to join and when to leave an asset class with changing trend characteristics. A disciplined and rule-based trend following investment approach can serve as an effective portfolio insurance technique. Our purpose, beyond tracking economic, political and monetary developments is to assist readers investing in global markets with a keen focus on trend formation covering all important asset classes.  

 

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© Copyright by BentinPartner llc. This communication is provided for information purposes only and for the recipient's sole use. Please do not forward it without prior authorization. It is not intended as a recommendation, an offer or solicitation for the purchase or sale of any security or underlying asset referenced herein or investment advice. Investors should seek financial advice regarding the suitability of any investment strategy based on their objectives, financial situation, investment horizon and particular needs. This report does not include information tailored to any particular investor. It has been prepared without any regard to the specific investment objectives, financial situation or particular needs of any person who receives this report. Accordingly, the opinions discussed in this Report may not be suitable for all investors. You should not consider any of the content in this report as legal, tax or financial advice. The data and analysis contained herein are provided "as is" and without warranty of any kind. BentinPartner llc, its employees, or any third party shall not have any liability for any loss sustained by anyone who has relied on the information contained in any publication published by BentinPartner llc. The content and views expressed in this report represents the opinions of Marc Bentin and should not be construed as guarantee of performance with respect to any referenced sector. We remind you that past performance is not necessarily indicative of future results. Although BentinPartner llc believes the information and content included in this report have been obtained from sources considered reliable, no representation or warranty, express or implied, is provided in relation to the accuracy, completeness or reliability of such information. This Report is also not intended to be a complete statement or summary of the industries, markets or developments referred to in the Report. 

 

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