melson
2022-10-31

$US2Y(US2Y.BOND)$ is very sensitive to fed interest rate and is forward looking. it is pricing in the possibility of 4.5% and is still pushing higher. 

$Apple(AAPL)$ and gang are very sensitive to fed rate hikes, once rates are above 0.5% the stocks have retreated from their peaks. 

$S&P 500(.SPX)$ trend can be forecasted by ftse100. traditionally, ftse100 is a leading indicator of spx. gbpusd is the leading indicator of ftse100. below shows the charts of ftse100 compared to gbpusd and spx compared to ftse100. 

for ftse100 to rally, gbpusd has to break the downward trend. for that to happen, fed interest rate has to retreat. since, on nov 2 is fed meeting and 75 bps is almost a done deal, gbpusd will continue downward trend and so does spx. and since aapl and gang are sensitive to interest rate hikes, they will continue to trend down too.

remember to apply automatic investment system, it's time to lock in profits or cut your position so as to have enough capital to buy the next dip. 

bon courage

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