Founder & Chief Market Strategist - SAV Markets, SAV Markets

Shyam Devani

Founder & Chief Market Strategist - SAV Markets

Provide Comprehensive Analysis & Commentary

SAV Markets

SAV Markets aims to provide comprehensive analysis & commentary on foreign exchange and asset markets. The approach is multi asset as markets are typically interlinked. Cause and effect are always at work, even if those effects take time to manifest. As nothing is permanent we strive to get ahead of the curve in an ever changing world.

Cross Asset Strategy

<ul>
<li>Brent Crude is approaching important levels at $124 and may be about to breakout</li>
<li>The overall picture on the chart indicates a move to $150. If seen with rising yields again, it would yet again provide a negative backdrop for equities.</li>
<li>While the S&amp;P 500 may stretch up to 4,300 in the short term, that would be a sell zone as the medium term picture points to further downside.</li>
</ul>


Brent Crude is approaching important levels at $124 and may be about to breakout
The overall picture on the chart indicates a move to $150. If seen with rising yields again, it would yet again provide a negative backdrop for equities.
While the S&amp;P 500 may stretch up to 4,300 in the short term, that would be a sell zone as the medium term picture points to further downside.


Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Technical Analysis

<ul><li>Efforts to identify peak inflation and yields or lows in growth stocks and new investments have not worked in 2022.  </li><li>The assumption has been that prices should revert towards the mean once they have moved 3-5 standard deviations away as they have done in the last decade.</li><li>If we use what has happened to yield in the last 35+ years as a framework. You would continue to look for peak yields as soon as we start approaching the trend channel or key resistance and plotting the next financial crisis to coincide with yield reversals.</li></ul>

Efforts to identify peak inflation and yields or lows in growth stocks and new investments have not worked in 2022.  The assumption has been that prices should revert towards the mean once they have moved 3-5 standard deviations away as they have done in the last decade.If we use what has happened to yield in the last 35+ years as a framework. You would continue to look for peak yields as soon as we start approaching the trend channel or key resistance and plotting the next financial crisis to coincide with yield reversals.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>In Depth: How the war in Ukraine is rattling China’s energy transition</li><li>Regional bank under corruption probe faces more trouble after online savings accounts frozen</li><li>China’s services sector slumps further as Covid battle intensifies, Caixin PMI shows</li></ul>

In Depth: How the war in Ukraine is rattling China’s energy transitionRegional bank under corruption probe faces more trouble after online savings accounts frozenChina’s services sector slumps further as Covid battle intensifies, Caixin PMI shows

CX Daily: How the War in Ukraine Is Rattling China’s Energy Transition

Founder & CEO. Oil markets macro-analysis., Vanda Insights

Vandana Hari

Founder & CEO. Oil markets macro-analysis.

Vanda Insights

Vanda Insights is a Singapore-based boutique provider of intelligence on the global energy markets, launched in September 2016. The venture was born out of a desire to extract the signal from the noise in the complex and often volatile oil markets. Our succinct and clear macro analysis is relied upon by thousands of readers globally, including those doing business directly or indirectly in the physical commodity and derivatives markets; wealth managers; governments, regulatory bodies and think-tanks; as well as trade organizations and educational institutions.

Global Energy Markets

Commodities

<ul>
<li>Demand concerns from Covid outbreaks and lockdowns in China have emerged as a challenge to the sustained bullish momentum in oil on account of supply fears.</li>
<li>However, as the Ukraine war festers, the disruption and drop in Russian oil and gas supply may have some more way to go before hitting a peak.</li>
<li>We weigh the near- and short-term key bullish and bearish influences on benchmark crude prices.</li>
</ul>


Demand concerns from Covid outbreaks and lockdowns in China have emerged as a challenge to the sustained bullish momentum in oil on account of supply fears.
However, as the Ukraine war festers, the disruption and drop in Russian oil and gas supply may have some more way to go before hitting a peak.
We weigh the near- and short-term key bullish and bearish influences on benchmark crude prices.


Bulls & Bears: Near-Term and Short-Term View on Oil Prices

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

<ul>
<li>Gold continues to show macro promise but must hold 1,920 near term while WTI has room to slip back to the 94/92 dual low zone to stage a recovery.</li>
<li>For gold to muster rally energy we need yields to peak and odds of peak inflation to fade.</li>
<li>WTI's 94 dual low marks the pivot point for oil to hold to validate a bullish flat formation that would break higher.</li>
</ul>


Gold continues to show macro promise but must hold 1,920 near term while WTI has room to slip back to the 94/92 dual low zone to stage a recovery.
For gold to muster rally energy we need yields to peak and odds of peak inflation to fade.
WTI's 94 dual low marks the pivot point for oil to hold to validate a bullish flat formation that would break higher.


United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

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Crude Oil (CL1 COM COMDTY)

A Crude Development

The rise in Oil is a development that cannot be ignored. A rally through $124 on Brent would open the way for not only $139 but possibly $150 -...

Shyam Devani

Positioning and Imbalances

Efforts to identify peak inflation and yields or lows in growth stocks and new investments have not worked in 2022. The assumption has been...

Untying The Gordian Knot

CX Daily: How the War in Ukraine Is Rattling China’s Energy Transition

In Depth: How the war in Ukraine is rattling China’s energy transition. Regional bank under corruption probe faces more trouble after online...

Caixin Global

Bulls & Bears: Near-Term and Short-Term View on Oil Prices

China's Covid curbs seem to be almost the only major challenge to the Ukraine war-driven upward thrust in crude prices. We derive the net result of...

Vandana Hari

Gold and Oil Pivot Supports

Gold continues to show macro promise but must hold 1,920 near term while WTI has room to slip back to the 94/92 dual low zone to stage a recovery.

Thomas Schroeder

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