Global Strategist Carlo Besenius comments on global equity, commodity, currency and fixed income markets.
Tag Archives: carlo besenius
09222014: CGI Weekly Market Commentary and Technical Outlook
Global Strategist Carlo Besenius provides asset allocation views for the near and medium term.
091114 – CGI Morning Market Commentary – US Dollar Temporarily Overvalued
091114 CGI Morning Market Commentary Charts
Carlo Besenius’ views on the global markets – equities, fixed income, and currency.
071414 – CGI Weekly Market Commentary: Baltic Dry, Yen, Sector Seasonality
Carlo Besenius discusses global asset allocation strategies – BDI, Yen, Sector Seasonality, EAFE vs US.
062314 – CGI Morning Market Commentary and Weekly Charts
062314 CGI Morning Market Commentary & Weekly Charts
Carlo Besenius provides his weekly strategy outlook and technical review of markets, commodities, and currencies.
062014 CGI Morning Market Commentary – Gold
Global Strategist Carlo Besenius reiterates his positive stance on gold, both the commodity and mining stocks. Since early June, Gold is up 6%, and Gold Mining Stocks are up 16%. Next resistance for Gold is at 1331.40. CGI’s outlook for potential policy actions in Abe’s 3rd arrow are also included.
061614 – CGI Weekly Technical Review
061614 CGI Morning Market Commentary & Weekly Charts Global Strategist Carlo Besenius reviews current markets, sectors, currencies and commodities in his weekly technical review and commentary.
060514 – CGI Morning Market Commentary: USD/EUR, Euro rates
Global Strategist Carlo Besenius looks at the Euro/$USD rate in light of the recent moves by the ECB to lower rates, and the dynamics of the US trade deficit. We keep our year end forecast of $1.42. Â Equity indices are entering their period of seasonal weakness.
060214 – CGI Global Markets Commentary and Weekly Charts
Carlo Besenius explains his current views on the global markets. Equity markets are entering a period of increased volatility during the summer months, as investors reduce exposure in favor of bonds. The compression of yields is a global phenomenon. Expect to see further compression of European periphery yields in the coming months