Global Markets – Weekly Review 23

“RED HOT” — A SPECIAL UPDATE ON CHINA.

90+ updated Charts & Commentary on all major Markets — for your weekend reading.

“Don’t start the week without it”

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New developments:

• U.S. Equities remain fractured, and more importantly, are no longer “the only game in town” — this is a major change, and a healthy one.

• China — what a week…

  • I’ve been in the Bull Market camp since Q1 and believed it was such a historic opportunity that I decided to join Substack and start writing again.

  • One of my first reports was on the big investment potential in Chinese Equities, available here: Something Incredible is Happening in China. Everything presented in that report still applies today.

  • After signaling a new Bull Market in Q1 and an extension rally last week (which we flagged in real-time), we'll cover “WHAT’S NEXT” — a BIG look at history and key scenarios.

  • Plus a full deck of China charts & flows I'm watching (and you should too)

• Updated commentary & full review of Market conditions and Core Signals.

• Plus updated key charts on:

  • U.S. Equities, Sectors & Groups

  • Volatility

  • Japan, Europe, China & EM

  • Rates & Credit

  • Currencies

  • Oil & Energy

  • Metals

  • Bitcoin

Let’s get started:

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“RED HOT” — A SPECIAL UPDATE ON CHINA