Resilience of the US Stock Markets

Published 02/03/2012, 05:39 AM
WORLD MARKETS ARE HIGHER although trading volumes have dropped off rather substantially in lieu of today’s 8:30am EST release of the US Employment Situation Report. Asian and European bourses are higher – with the exception of Japan. The very same can be said about the currency and commodity markets, with no discernable trend in either category. Given that we cannot discern any revelations about further price movements from this morning’s early trade – then we’ll hop right into employment report. We’ll be short about it; we’ll note our continued believe this report is as necessary for any trading purposes as dice are for a game of craps. Each are necessary; but both have such a high variability between what comes up versus what BLS estimated an upward revision of 192k to the 12-months through March 2011—an almost negligible 16k per month. The report will also include the annual adjustments to population assumptions in the household survey—with likely little effect on the unemployment rate. Just be prepared for any
surprises.

TRADING STRATEGY: We have come to admire the resilience of the US stock markets these past few days as they have had many fundamental as well as technical reasons to decline, and in indeed declines did materialize, but only in modest fashion as buyers were found on the dips. In the short-term, this is bullish, for it has allowed the very short-term indicators to work off their overbought conditions as a function of time rather than price. Therefore, we look for higher prices in the S&P towards 1350-to-1370 –
and perhaps this zone is triggered by a better-than-expected today’s US Employment Situation Report.

To read the entire report please click on the pdf file below.

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