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Gold, Oil, Currencies & Interest Rates

By Colin Twiggs
June 12, 2007 3:30 a.m. EST (5:30 p.m. AEST)

These extracts from my trading diary are for educational purposes and should not be interpreted as investment advice. Full terms and conditions can be found at Terms of Use.

Gold

Spot gold continues its secondary correction after breaking below support at $650. Expect a test of primary support at $630.

In the longer term, the primary trend remains up and a rise above $695 would signal continuation of the up-trend, while a fall below $630 would signal that the primary trend has reversed. Strong crude prices normally support demand for gold, but this is being offset by a strong dollar.

gold chart

Source: Netdania





Crude Oil

December Light Crude continues in a right-angled descending broadening formation; last week's failed swing to the lower border signals that an upward breakout is likely.

crude oil






Currencies

Recovery of the euro failed, with the currency breaking below the first line of primary support at $1.34 and the long-term trendline - signaling trend weakness. Narrow consolidation over the last three days indicates uncertainty: a downward break would signal a test of primary support at $1.29, while upward breakout would warn of a possible bear trap.

euro us dollar

Source: Netdania

The dollar is in a bullish narrow consolidation below 122 against the yen. An upward breakout is more likely, signaling continuation of the primary advance, while downward breakout would test primary support at 115.00/114.50.

us dollar yen

Source: Netdania

The Australian dollar is consolidating after recovering above 0.8400 - another bullish sign after failure to test support at 0.8000 indicated a strong up-trend.

us dollar yen

Source: Netdania





Treasury Yields

Ten-year treasury yield breakout above the long-term downward trendline suggest that the super-cycle bear trend may be over - reinforced if there is a rise above the 2006 high of 5.25%. Higher long-term yields tend to raise the required rate of return for equity investments and reduce Price-Earnings (PE) ratios, weighing on the market.

The rising yield differential (10-year minus 13-week treasury yields) signals a more positive outlook for the economy.

10 year treasuries and yield differential

Short-term (13-week) treasury yields are falling while the effective Federal Funds Rate is constant. The flow of funds from long-term to short-term treasuries means that the market anticipates further rates rises.

13-week treasuries and yield differential





Stock Markets

The S&P 500 attempted rally has encountered resistance, signaled by the doji candlestick at [M]. A fall below Friday's low at 1490 would warn of a secondary correction, while a close above Monday's high would signal that buyers have regained control. Bearish divergence on Twiggs Money Flow favors a downside breakout.

sp 500 tests all time high

Wright Model

Probability of recession in the next four quarters continues to fall, reaching 40 per cent according to the Wright Model.

wright model

Be like a postage stamp.
Stick to one thing until you get there.

~ Josh Billings

To understand my approach, please read Technical Analysis & Predictions in About The Trading Diary.