052214 – CGI Seasonality Analysis

May 22, 2014Automotive, Currencies, GMTO-Global Markets Technical Outlook, Metals, Oil, Gas & Energy, Sector, Technicalcurrency strategy, currency trends, equity seasonality, global market outlook, seasonalityadmin

052214 CGI Morning Market Commentary Buy Bonds, Sell equities into period of seasonal weakness, Buy Oil

We review the seasonality factors impacting global debt and equity markets over the summer. Equities are expected to see a period of weakness, with good probability for an increase in volatility mid summer.