2022/09/15 (070) Column

„Although I Had A Nightmare,
I Woke Up Perfectly Today!
Do You Know That Feeling?“


Although I Had A Nightmare, I Woke Up Perfectly Today! Do You Know That Feeling?

Are we now threatened with another surge in inflation in the USA in the second half of 2022? In Europe? In my homeland Germany? In our so-called West? Because at breakfast the thought came to me, wasn’t the Summer Rally 2022 on US WallStreet something like a nice dream, until I woke up? I don`t know! But looking back, nothing but a nice short-term dream for us US Wall Street bulls? Or is it just another short term minor bull market rally, under a major medium term bear market? Because US WallStreet assumed, as I did, that we can expect falling food and energy prices. Because we had already seen the peak in US inflation in June 2022.

Be that as it may, Wall Street still has cause for pessimism.
This is also according to Invesco’s Jason Bloom, who expects a ‘rude awakening’ in the market for the autumn. Headwinds from various quarters will drive up commodity prices. Bloomberg notes this in a report. Which he had already published at the end of August. And by reading, among others: “In the USA, the release of strategic oil reserves will end in October – while the upcoming winter promises an increase in demand.” In addition, Bloom points to the impact of high natural gas prices in Europe on other volatile markets, such as the US. He also considers the war in the Ukraine to be another stress factor, since it will have a negative impact on this year’s harvest there. Therefore, a further increase in food prices is to be expected, especially since Russia’s exports are falling and droughts are affecting agriculture in the USA. “That’s what everyone else is saying: Crude oil prices aren’t going up anymore, so we’re going to be pricing in commodity price stagnation for next year,” Bloom said. “On what basis do you think commodity prices will stagnate just because they have come down from their post-war peaks?” According to Bloom, even if the consumer price index does not reach new highs, continued pressure from the commodity market should prevent stubbornly high inflation from easing as quickly as the bond market is suggesting.

The strategist points to shortages in metals and energy and higher US interest rates.
“We now live in an environment of scarcity,” says Bloom. “We’re running out of everything. We have bottlenecks. Against this background, why use a model from the last decade? This was not a decade of scarcity.” That’s correct! And the biggest problem is that most governments, in our so-called West, are left-wing green social-democratic governments. And learn to try to organize this shortage in the state. Instead of cultivating the abundance, the capital, the private and corporate cash flow. Because the state-organized scarcity is a politically left-wing green idea. Left Green Ideology. Have you looked at all the left-wing societies that have failed in terms of monetary policy and fiscal policy? Right! The only difference from today is only green energy policy. Impressions, illusions, under the cloak of a liberal democracy. From which we can only get out with the help of classic conservative hawkish monetary policy and fiscal policy. Everything else is a political waste of time! Even if there were to be a painful recession, many would be out of work and will have to look for new paid work. What you don’t believe me? Just think for yourself how to get out of government liabilities and/or private liabilities? Right! Excess – earning more than spending. As conservative parents have been trying to teach their freedom-loving children, for generations, from generation to generation…

DEVISE 2 DAY 48h – Market Price Action News

US Futures Edge Up Ahead Of More Data
US stock futures edged up on Thursday after the major averages ended the last regular session on a positive note, while investors look ahead to a fresh batch of economic data. Dow futures rose 0.1%, while S&P 500 and Nasdaq 100 futures were both up about 0.2%. In extended trading, Danaher jumped 4% after unveiling plans to spin off its environmental and applied solutions business and raised its third quarter revenue guidance. In regular trading on Wednesday, the Dow rose 0.1%, the S&P 500 climbed 0.34% and the tech-heavy Nasdaq Composite jumped 0.74%. The major averages stabilized after another hot inflation report sent them tumbling to post their worst day in over two years on Tuesday. Meanwhile, US producer prices fell for the second straight month in August, providing markets some comfort. Investors now look ahead to more economic data on Thursday including retail sales, import prices and jobless claims, as well as the Philadelphia Fed and Empire State manufacturing surveys.

Dollar Holds Advance On Hawkish Fed View
The dollar index traded just below 110 on Thursday, holding its recent advance and hovering near a 20-year high, underpinned by expectations that the Federal Reserve will need to move even more aggressively to combat inflation. US consumer prices unexpectedly rose 0.1% in August from a month ago despite expectations for a 0.1% contraction, while the annual rate eased less than expected to 8.3%. Meanwhile, producer prices fell for the second straight month in August, providing investors some relief. Markets are currently expecting the Fed to deliver its third straight 75 basis point rate hike next week, while fed funds futures are pricing a 37% chance of a bigger 100 basis point increase. The dollar held its recent gains against the euro, sterling and antipodean currencies, while fluctuating against the yen on concerns about a possible intervention.

European Futures Point To Muted Open
Major bourses in Europe are set to open little changed on Thursday, as investors continue to assess the outlook for monetary policy and growth while keeping a close eye on the energy crisis. On the data front, Euro Area trade figures and Q2 wages will be in the spotlight while wholesale inflation in Germany continued to slow in August but remained at double digits. On the corporate front, H&M sales for June-August missed estimates. Banks will also be in focus after Morgan Stanley upgraded the sector, citing cheap valuations and resilient earnings.DEVISE 2 DAY Another 48 Hours – Where I Was Wrong, Whre I Was Right

As a principled conservative freedom lover, i will be violating one of my principles this week.
And live my highest principle out, which is: “Sometimes you have to go against your own principles!”

What happened?! What happened!? I took some e-mails from my readers to heart; due to your criticism that my recent issues are bland and boring.
Not in what I write, but in terms of the number of various 4XSetUps Trading Capabilities. Which I hereby expressly do not contradict; that’s right. But I figured I’d use a smaller numbers 4XSetUps Trading Capabilities a try. Like an old US Wall Street veteran. And not like a young green soldier who, with wide blue eyes and/or running water in his mouth, can’t wait to go to war when he gets up in the morning. I don’t want my DECISE 2DAY Affiliate Financial Market Online Newspaper to satisfy your thirst for adventure, my lovely dear readers. Rather, I would like to help you so that, after reading each edition, you not only feel more informative and competent, but actually truly are. And thus make even better trading decisions (buy/sell or no trade).

But okay, admittedly; Count me in. After all, I write my thoughts primarily for my readers. Yes, also for you. right for you too. And I’ll just make sure that we’ll have an average of one or two handfuls of open 4XSetUps in the future! Although sometimes at 44 years I feel like Danny Glover (“I’m too old for this shit!”) from the 4-part Hollywood police cinema action movie Lethal Weapon. Who can hardly wait for his police colleagues to finally send him into retirement. Because of the everyday theather. But what else am I supposed to do? I’ve been dealing with US WallStreet for more than half my life, (in)directly (un)successfully…

However, basically I’m still bullish on the USD. Everything fits; about the USD index for us (compared to all major currencies from the index basket). And that’s why I want to secure our profits, because they have accumulated better than originally thought. By that I mean take our long 4XSetUps Trading Capability profits at the latest at 107 points. At 106.99 points and lower, stay neutral for the time being. And long again at 107.01 points and/or above; if the USD index falls down and/or comes back. A concrete Technical Analysis 4XSetUp will be available again next week. Because this week, in each DEVISE 2 DAY Affiliate Financial Market Online Newspaper, there will be new long 4XSetUp Trading Capability of various individual stocks, a single currency pair, and/or a stock market sector indices. In addition to the renewed long 4XSetUp Trading Capability in the DOW JONES Future, from to the start of this week…