Friday, July 3, 2009

SUSI WEEKLY UPDATE


  • Key sectors have flipped on the employment data (=Deflation trade supportive)
  • Oil seems in a tail spin, but also watch the relative weakness in DBA (Agro Commodities) (=Deflation trade supportive)
  • Prec. Metals seem vulnerable (=Deflation trade supportive)
  • Nasdaq and Russel2000 are now on sell (=Deflation trade supportive)

Conclusion:

Green Shooters and Inflationistas need to find their mojo back soon, otherwise the other guys will control the tape over the next weeks....

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