Over My Shoulder

Alexander Ineichen: IR&M Momentum Monitor, August 18

By John Mauldin

August 20, 2014

It has been awhile since we have stepped back and taken in the global view that Alexander Eneichen provides.

Momentum monitor summary

Main take-away

Long-term momentum in equities and bonds is mostly positive.

Equities

Negative European bias remains.  

Bonds

Overall momentum remains mostly positive. Correlation equities / corporate HY is high.

Sectors

Long-term momentum in ten world as well as US sectors are all positive.

Earnings estimates

Generally, earnings momentum is positive and improving.

Download - IRM_Momentum_Monitor_2014_Aug_18.pdf

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