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Jean-François Owczarczak

  • Analysis & Comment

Jean-François Owczarczak's Comment & Analysis
A complete archive of Jean-François Owczarczak's articles, including current analysis & comment.

With the S&P500 rushing up to new 7 weeks highs this evening, isn’t time to consider the strength of this recovery? For this purpose, we will use the following FinGraphs’...
Gold is still widely perceived as a safe haven in times of increased volatility, and this period of equity market sell-off since the beginning of the year is no exception. Gold is rallying against its...
So the Fed painted itself into a corner and while its hands are tied, it was interesting news last week to see the ECB and BOJ turning dovish again with further easing hinted in the near future....
Interesting price action on Gold last week. A few years back, one could have concluded that it was behaving like a risk asset. Indeed, the 50 USD/oz move on Gold since early May (first chart in the...
Two weeks ago in our latest contribution, we were hoping for continued Dollar strength. We had argued that the US Dollar rally which started mid 2014 on the back of diverging central bank actions and...
We last contributed before spring-break, to be precise on the 27th of March. We were arguing that this time was different, that markets differed from the 2000 and 2007 tops. Cyclicals stocks (e.g. the...
History may repeat itself, but never in the exact same way. Yet, considering the latest 6 years bull run, it is tempting to draw parallels with both the 2002- 2007 and 1995 -2000 Bull trends in US...
Earlier this month, in our March 2nd contribution, we set out to identify 16 ETFs for a winning strategy. Our investment horizon was the next few months, or until mid-year. During this exercise, we...
Since the end of its correction up, a year ago in March 2014, EUR/USD has lost circa 25%. Although this move may legitimately reflect different growth perspectives between the US and the Eurozone and...
This week we revisit Europe’s equity markets. Indeed, following our contribution last week where we selected 16 ETFs for a dynamic global portfolio, some readers did highlight our limited...