Monday, June 01, 2020

 

Dear Reader,

 

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

Have a nice week end.

 

Marc Bentin

Bentinpartner GmbH

 

Friday’s Snapshot

 

Global Chartbook PDF

 

 

 

FX Overlay Model

 

 

Global Tactical Model

 

 

 

Trend Following

 

       


 

Trend Status Update

 

US equities gapped higher on Monday morning after Chairman Powell’s interview on “60 Minutes” where he said, on the wake of bearish hedge fund managers comments, that “he would not want to bet against the American economy”.  The message could not be clearer and a week of massive short covering ensued. with some spectacular gains witnessed among the most shorted areas. The Dow rallied nearly 18% in 7 sessions whilst Banks gained some 22% as well.

Fed Chair Powell spoke again on Friday in a Q&A session sponsored by Princeton University where he threw a bit of cold water admitting “We’ve crossed a lot of red lines that had not been crossed before” as he also appreciated that social inequality constitutes major risk for the institution as its actions has mainly targeted the securities market.

However, and just to hammer out the fact that the Central Bank’s “put” remained well in place, Federal Reserve Bank of New York President John Williams (the most influential voice at the Fed after the Chairman) said policy makers are ‘thinking very hard’ about targeting specific yields on Treasury securities as a way of ensuring borrowing costs stay low. ‘Yield-curve control, which has now been used in a few other countries, is I think a tool that can complement -– potentially complement –- forward guidance and our other policy actions,’ he said… ‘So, this is something that obviously we’re thinking very hard about. We’re analysing not only what’s happened in other countries but also how that may work in the United States.”

 

Over the past week, the S&P500 rallied 3,2% (-5,4% YTD) while the Nasdaq100 gained 2,0% (9,8% YTD). The US small cap index rallied 3,5% (-16,2% YTD).

Cboe Volatility Index sold off by -6,8% (99,6% YTD) to 27,51.

The Eurostoxx50 rallied 4,9% (-17,4%), outperforming the S&P500 by 1,7%.

Diversified EM equities (VWO) gained 1,5% (-16,0%), underperforming the S&P500 by-1,7%.

The Hang Seng has witnessed its worst week in 20 years.

The Dollar DXY Index (UUP) measuring the USD performance vs. other G7 currencies dropped -1,2% (2,4%, Z-score -2,2) while the MSCI EM currency index (measuring the performance of EM currencies vs. the USD) gained 0,3% (-5,6%).

 

10Y US Treasuries rallied -1bps (-126bps) to 0,65%. 10Y Bunds climbed 4bps (-26bps) to -0,45%. 10Y Italian BTPs rallied -12bps (6bps) to 1,48%, underperforming Bunds by 8bps.

US High Yield (HY) Average Spread over Treasuries dropped -43bps (301bps) to 6,37%. US Investment Grade Average OAS dropped -11bps (76bps) to 1,77%.

In European credit markets, EUR 5Y Senior Financial Spread dropped -10bps (33bps) to 0,85%.

 

Gold dropped -0,3% (14,0%) while Silver rallied 3,8% (0,1%). Major Gold Mines (GDX) sold off by -3,8% (17,2%).

Trading volume on the COMEX has reportedly shrank by nearly 50% since problems affecting the delivery of gold in April that led Gold Bullion banks to suffer considerable losses (HSBC reportedly lost USD200mn). Beyond those losses, it is the entire plumbing of “paper gold” which is getting impaired as it becomes more difficult, more risky and more expensive to hold positions via futures.

Goldman Sachs Commodity Index gained 1,9% (-35,6%). WTI Crude rallied 4,6% (-41,9%).

 

Over the week end…

 

Nikkei +1% S&P future -10 points; China +1.5%

·       The dollar weakened on a broad basis last week and again this morning (approaching key support levels around its 200dma) with stocks dropping albeit only slightly overnight (dip buyers keep emerging on every dip) and gold adding a few dollars.

·       Anger has exploded in the US, across several cities which braced for more social unrest following the arrest and killing by the police of a black man in Minneapolis. Several major US cities (including New York, Chicago and Los Angeles) were (and remain) affected over the week end by protests, looting and extended curfews.

·       It is probably the worst way to escape from the Corona virus lockdown and social distancing, to now have to add the threat of security concerns. D. Trump barely helped with his tweeting activity over the week end seen by many as making matters.

·       Brazil announced a record rise in the number of new corona virus cases.

·       As a solace to the heavy wee end’s news flow, the US sent two Nasa astronauts over a commercially developed rocket. That will perhaps help swallowing the pill of a USD700mn grant that E. Musk was able to secure for holding Tesla’s share price over a certain threshold for a certain period of time.

·       China pushed back on threats by D. Trump on Friday in response to the imposition of a national security law with severe impact on Hong Kong. Export control regulation could be affected but Trump was sufficiently vague not to impact markets aversely (stocks rallied on Friday on the absence of specifics).

·       After extending an invitation to hold a G7 “in person” and German Chancellor A. Merkel declining the invitation on sanitary ground, D. Trump delayed the invitation to September and came up with a new guest list,  extending an invitation to leaders from Russia, Australia, India and South Korea as well the current participants, calling the current setup “outdated.” China didn't make it to the guest list.

·       D. Trump announced on Friday that he was pulling out of WHO, on the ground that it is too dependent on China.

·       Overnight, a private survey of China’s Manufacturing Purchasing Manager’s index came out better than expected and expanding, helping the CSI300 to gain 1.3% despite more turmoil in Hong Kong.

 


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

Check 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

 

Get the Score card of all major currency pairs in terms of Trend, Momentum, Carry, GDP and Current account differential

 

FX SCORECARD

 

 


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

 

Check out how precious metals, the dollar and the Stock market correlate with each other and speculative futures positioning on Gold and the Dollar.

 

Gold vs. USD vs. SPX

 

 


Why Trend Following Matters and How It Can Help You?

 

A disciplined and rule-based trend following investment approach can serve as an effective portfolio insurance technique.

 

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Our Portfolio Management and Advisory Services

 

BentinPartner GmbH is a Swiss registered independent financial adviser. We offer four different portfolio management mandates:

 

- The “Global Strategic” (GS) mandate invests your portfolio according to an optimized strategic benchmark. This allocation delivers the “beta” (or markets related) performance of your portfolio while we seek to generate additional “alpha” (“skills related) performance with tactical adjustments, using a predefined maximum “value at risk” envelope. Most of the portfolio’s performance is derived from the strategic Benchmark (beta).

- The “Global Tactical” (GT) mandate invests your portfolio without tracking a strategic asset allocation (or benchmark) and pursues a “total” as opposed to “relative” return objective. With this mandate, we seek to beat the best of “cash” or of the MSCI World Equity index, applying mostly tactical considerations, using a predefined maximum “value at risk” envelope and targeting not to exceed a predetermined overall portfolio volatility.

- The “Trend/Momentum” (TM) mandate, builds a diversified “All Weather” investment portfolio and applies a rule-based Trend/Momentum methodology to adjust this “trend neutral” allocation. We track trends across asset classes on a daily basis and adjust your portfolio in a semi automatic (there is always a pilot in the plane) fashion applying trend changes signals.

- The “Currency Overlay” (CO) mandate seeks to generate “alpha” applying a currency overlay with a limited leverage (not exceeding 100% of NAV). You control the portfolio allocation (which can be a pool of cash, stocks, bonds or gold) and we manage in overlay the FX exposure of your portfolio, seeking to add a total FX return of 4% to 7%.

 

For more information on our risk management and investment methodology, please check our web site.

 

We deliver transparent, professional, tailor-made, and competitive asset management services, seeking to fulfill our fiduciary duty at all times.

 


 

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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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