Thursday, 23 May 2013

Pre-Market Brief

Good morning. With the Japanese market falling 1150pts (7%) overnight, the US futures are somewhat concerned, sp -14pts, we're set to open at 1641. Precious metals are sharply higher, whilst Oil is -1% or so. USD is -0.5%


sp'60min



sp'daily5


Summary

So...Japan is upset, and we're seeing an immediate gap lower, and one which will decisively break the accelerated upward channels on ALL daily index charts.

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I will NOT be chasing this market lower at the open.

First, we have the 3-4bn of QE at 10am, and second, we're due a natural cycle higher, at least 'a few hours'. Third, there are a few pieces of econ-data between now and 10am, some of which the market might use as an excuse to bounce.

So, if the market finds a floor by 10/11am...a rally into the late afternoon would be very normal.
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What is now clear, the 4-5 weeks of algo-bot melt are over, the near term upward channel is busted, and volatility is on the rise.

Could be another wild day, but as noted..bears should be VERY concerned about the QE this morning.

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UPDATE 9.21am ... Oil is especially weak, -1.6%.

**more than anything this morning...bears BEWARE..of 10am QE. Nevermind the fact that the smaller 15/60min cycles are oversold, and due at least some level of bounce.

Good wishes for today!