A Sea Change in Market Momentum

Published on
March 21st, 2018
Duration
32 minutes

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29

A Sea Change in Market Momentum

The Expert View ·
Featuring Michael Oliver

Published on: March 21st, 2018 • Duration: 32 minutes

Michael Oliver has been analyzing market momentum for over 25 years. He started his firm, Momentum Structural Analysis after spotting the turning point ahead of the 1987 stock market crash. He believes that today is one of the most exciting times in his career, since all four major asset classes are undergoing a momentum change. Oliver forecasts that bonds will sell off and U.S. equities will suffer, but thinks there are some incredible opportunities in other assets that should get investors very excited. Filmed on March 12th, 2018.

Comments

Chapters

  1. 00:00:55
    Did your models flag February’s break out in the VIX?
  2. 00:02:05
    How did MSA get started?
  3. 00:09:20
    What are your momentum models flagging today?
  4. 00:11:27
    How does the USD fit in?
  5. 00:13:37
    What’s the outlook for equities?
  6. 00:15:49
    Where do you see commodities?
  7. 00:20:11
    What’s the sequencing of the move across different assets?
  8. 00:22:27
    Are there any global equities with positive momentum?
  9. 00:24:59
    Can central banks contain these momentum breaks?
  10. 00:27:06
    If stocks break first, will a flight to safety support bond prices?
  11. 00:28:08
    Across all assets, what are your top picks?
  12. 00:30:47
    Final Bullet Points