2016-07-03

The US$ finished the week mixed, but with a generally softer tone,while stocks had another day of gains, led by the FTSE which is storming higher, reversing the initial losses seen after the Brexit vote and the possibility of a BOE rate cut. Commodities, particularly Silver, finished the week with another strong session which, in turn, did the commodity bloc currencies no harm. Speaking of which, Australia being the focus on Monday, with both the currency and the stock market likely to trade nervously following Saturday’s general election, where no winner has so far emerged and we now have the prospect of a hung parliament – and another 3 years of political deadlock.The Aud$ is trading at 0.7450 in early Monday trade, down from the 0.7490 Friday close.

It may be a quiet start to the week elsewhere, today being US Independence Day although we could see some action after the release of the EU Sentix Investor Confidence Survey and then later, we have a speech from ECB Governor, Mario Draghi to contend with. Things will gear up through the week, beginning with the RBA Interest Rate Decision on Tuesday, where a move to an easing bias would not be a major surprise given the upheaval unleashed by the Brexit decision. There is even the outside chance of a rate cut. At this stage this seems a little premature although with the Fed looking set to keep US rates on hold, the RBA may be pushed towards a cut at some stage soon. For the time being the RBA look more likely to wait for a response from the BoE (14 July) and ECB (21 July). The FOMC Minutes will be released on Wednesday, as will the ADP Jobs data. The global Manufacturing PMIs will be in focus on Thursday although, with the US Employment data/NFP/Average Hourly Earnings due on Friday they may pass largely unnoticed, unless they are a long way from expectations. While there is plenty of data to keep traders busy it is likely that overall it will once again be the swings and flows in risk sentiment that dominate the price action as the ramifications of the Brexit vote continue to be digested by traders.

CURRENCIES

EURUSD: 1.1126

Res

1.1150

1.1170

1.1200

Sup

1.1100

1.1070

1.1050

USDJPY: 102.60

Res

102.75

103.00

103.40

Sup

102.35

102.15

101.75

GBPUSD: 1.3270

Res

1.3300

1.3345

1.3400

Sup

1.3245

1.3195

1.3115

USDCHF: 0.9719

Res

0.9750

0.9780

0.9820

Sup

0.9710

0.9680

0.9640

AUDUSD: 0.7450

Res

0.7500

0.7540

0.7560

Sup

0.7435

0.7400

0.7380

NZDUSD: 0.7169

Res

0.7185

0.7200

0.7215

Sup

0.7150

0.7135

0.7115

INDICES / COMMODITIES

S+P: 2096

Res

2100

2110

2120

Sup

2080

2070

2056

DJI: 17865

Res

17900

17965

18020

Sup

17800

17760

17675

ASX SPI: 5235

Res

5240

5260

5280

Sup

5222

5210

5190

GOLD: 1341

Res

1344

1350

1358

Sup

1336

1330

1320

SILVER: 19.75

Res

19.90

20.00

20.20

Sup

19.55

19.40

19.10

OIL (WTI): 49.26

Res

49.55

50.00

50.50

Sup

48.75

48.30

47.85

Indices/commodities

S&P Futures

2096

Resistance

Support

2133

19 May 2015, all time high

2081

Friday low

2125

20 July 2015 high

2065

Minor

2119

24 June high

2055

1 July low/200 HMA

2110

Minor

2035

Minor

2100

Friday high

2030

100 HMA

Bias

Risk appetite helped global stock markets to head higher again on Friday, with the FTSE leading the way by rising by another 1.1% following Mark Carney’s dovish comments on Thursday and then  on the back of reports on Friday that the BoE is planning to lower capital requirements for banks as early as this week in response to the Brexit decision. The US Indices followed the FTSE, with the S+P hitting 2100, and closing nearby. The 4 hour and daily momentum indicators remain positive, so we could see further gains although the weeklies do not look so enthusiastic. As before, I would prefer to sell into strength, but with a tight stop loss, placed just above the 24 June high (2119), or preferably above the 2133 all time high. A word of caution though, as a break of the all time high could potentially lead to stronger gains, leading to look at 2150 and possibly higher.

24 Hour:  Neutral

Medium Term: Prefer to sell rallies – but with tight stop loss in place.

DJI Futures

17865

Resistance

Support

18160

3 June 2015 high

17800

Minor

18100

Minor

17760

Minor

18020

24 June high

17675

(23.6% of 16957/17902)

17965

Minor

17600

Minor

17902

Friday high

17553

1 July low

Bias

Ditto S+P. The steep rally has taken us almost back to the 14 June 18020 high. I would now prefer to sell into further strength, towards 18000, should we see it, but with a tight stop placed above 18020. A break of 18020/50 could potentially lead to stronger gains, leading to another look at the all time high of 18330.

24 Hour: Neutral

Medium Term: Prefer to sell rallies towards 18000 with SL above 18020

ASX SPI

5235

Resistance

Support

5298

23 June high

5200

Minor

5285

Minor

5170

(23.6% of 5982/5230)

5275

Minor

5160

Minor

5250

Descending trend resistance

5135

(38.2% of 5982/5230)

5239

Friday high

5105

(50% of 5982/5230)

Bias

The SPI consolidated its gains into the weekend following the steep rally off last week’s lows and finished Friday unchanged, at 5235. The election result is likely to have investors looking rather nervously at how the market opens today and possibly over the rest of the week if a hung parliament appears to be the final outcome. In the long term, the result is likely to have limited impact but the short term volatility could see a bit of a knee jerk move to the downside, where buying dips may be an option. Technically, from the look of Friday’s close, selling into strength at the descending trend resistance (5235) may be a plan, but the momentum indicators do look positive so a tight stop should be put in place above 52.50. I doubt that we see it up here today though and a downside gap seems more likely.

24 Hour: Neutral

Medium Term: Neutral

GOLD

1341

Resistance

Support

1378

(38.2% of 1921/1046)

1330

Minor

1366

Major descending trend resistance

1320

Friday low

1357

23 June high

1312

200 WMA /1 July low

1350

Minor

1305

28 June low

1344

Friday high

1297

(38.2% of 1200/1358)

Bias

Gold ended $20 higher on Friday, assisted by soft manufacturing data in China and further indications of a delayed interest rate hike by the Fed. With the daily momentum indicators still looking positive, further gains could be on the cards, although plenty of offers will arrive at the descending trend resistance, at around 1365, should we see it.

24 Hour: Cautiously prefer to buy dips

Medium Term: Mildly bullish

SILVER

19.75

Resistance

Support

20.72

(61.8% of 25.10/13.64)

19.40

Minor

20.40

Minor

19.10

Minor

20.20

200 WMA

18.92

(23.6% of 15.80/19.88)

20.00

Psychological

18.70

Minor

19.88

Friday high

18.30

(38.2% of 15.80/19.88)

Bias

As we said last week, someone appears to be awfully short of Silver judging by the recent price action, and it did not disappoint by rising another 6.6% on Friday in what is looking increasingly as though it may be in the process of forming a “blow-off ” top. While not wishing to trade against the trend, I would be very cautious of being long at these levels, particularly given the extremely overbought nature of the shorter term momentum indicators. Selling Silver/Buying Gold may be worth considering.

24 Hour: Neutral

Medium Term: Neutral

OIL (WTI)

49.26

Resistance

Support

51.63

9 June high

48.75

Minor

51.00

Minor

47.85

Friday low

50.51

22 June hi

47.30

Weekly Tenkan/Cloud Top

49.97

30 June high

46.51

28 June low

49.54

1 July high

45.89/81

16 June low/27 June low

Bias

WTI headed higher on Friday in relatively quiet pre-holiday trade, as the U.S. oil rig count rose sharply last week, hitting its highest level since late-April and provide leading indications that US producers are ready to return online as prices stabilise near $50 a barrel. Technically momentum indicators appear to be turning mildly more positive, although I would not be getting too excited as further consolidation near 50.00 may lie in store.

24 Hour: Neutral

Medium Term: Neutral

EURUSD: 1.1126

Resistance

Support

1.1305

(76.4% of 1.1426/1.0910)

1.1071

Friday low

1.1270

Minor

1.1054/48

1 July low/30 June low

1.1227

(61.8% of 1.1426/1.0910)

1.1010

28 June low

1.1168/70

Friday high/(50% pivot of 1.1426/1.0910)

1.0970/60

27 June low/Weekly cloud base

1.1150

200 HMA

1.0910

23 June low

Bias

The Euro squeezed a bit higher into the weekend but the overall choppy consolidation near to 1.1100 continues. It is a busy week ahead, starting with the Sentix and then with Mario Draghi speaking later in the day. Most of the focus this week though will remain on the Brexit headlines and then on Friday, on the US employment data. Given the look of the daily momentum indicators I still prefer to trade it from the short side, although I am not overly convinced and it could well be more of the same choppy sideways trade over  the next day or two.

24 Hour: Neutral

Medium Term: Mildly bearish

Economic data highlights will include:

M: US Independence Day, EU Sentix Investor Confidence Survey, PPI, ECB Governor, Mario Draghi Speech

T: EU Services PMIs, Retail Sales, US Factory Orders

W: German Factory Orders, ECB Non-MP Meeting, US ADP Jobs data, Trade Balance, Markit Services/Composite/Non-Mfg PMIs, FOMC Meeting/IR Decision Minutes, API Weekly Crude Oil Stock Inventory

T: German Industrial Production, US Jobless Claims, EIA Crude Oil Stocks Weekly Change

F: German Current Account, Trade Balance (May), US Jobs/NFP/Average Hourly Earnings data, Consumer Credit .

Meta Trader – AxiTrader

EURUSD: 4 Hour



USDJPY: 102.55

Resistance

Support

103.80

(61.8% of 106.80/98.94)

102.35

1 July low

103.65

(38.2% of 111.45/98.94)

102.16

30 June low

103.38

Friday high

101.75

Minor

103.00

Minor

101.55

28 June low

102.75

Minor

101.39

27 June low

Bias

US$Jpy is chopping around either side of 103.00 and the charts suggest that we could be in for more of the same this week, at least ahead of Friday’s US Jobs data. Further Brexit fallout could alter that theory though so stops on long dollar (short Yen) positions should be kept fairly tight. As before, the daily momentum indicators do appear to be turning higher from an oversold condition, so buying dips with a tight stop could be a plan while safe haven demand for the Yen subsides. The BOJ would not like any move towards 100.00 so be prepared for an increase in the rhetoric coming from Kuroda if the Yen does begin to accelerate higher.

24 Hour: Neutral

Medium Term: Mildly bullish

Economic data highlights will include:

M:

T:

W:

T: Foreign Bond/Stocks Investment, Coincident Index, Leading Economic Index

F: Current Account, Eco Watchers Survey, Trade Balance, Bank Lending (yy – June)

Meta Trader – AxiTrader

USDJPY: 4 Hour



GBPUSD: 1.3270

Resistance

Support

1.3533

30 June high

1.3250

Minor

1.3500

Minor

1.3205/01

1 July low/28 June low

1.3400

Minor

1.3150

Minor

1.3349

Friday high

1.3118

27 June low

1.3300

Minor

1.3000

Psychological

Bias

Cable continued to trade under pressure on Friday, not helped by Eur/Gbp, which rose to a 3 year high of 0.8405, ending the session pretty much on its highs. There is some UK construction/manufacturing data out this week but most of the focus will be on political developments, and with the charts looking rather mixed and also becoming oversold, further volatile trade, but with a downside bias would seem the most likely outcome.

24 Hour: Neutral

Medium Term: Mildly bearish

Economic data highlights will include:

M: UK Construction PMI

T:

W:

T: Manufacturing/Industrial Production, Halifax House Prices, NIESR GDP Estimate (3 month – June)

F: UK Goods Trade Balance

Meta Trader – AxiTrader

GBPUSD: 4 Hour



USDCHF: 0.9719

Resistance

Support

0.9900

Weekly cloud top

0.9715

200 HMA/(38.2% of 0.9521/0.9837)

0.9850

(76.4% of 0.9955/0.9552)

0.9678

(50% of 0.9521/0.9837)

0.9836

28 June high

0.9640

(61.8% of 0.9521/0.9837)

0.9820

1 July high

0.9625

Minor

0.9780

Friday high

0.9595

(76.4% of 0.9521/0.9837)

Bias

US$Chf had another rangebound session (0.9710/0.9780) on Friday but once again with a slightly heavy bias. The daily charts still look constructive, although the 4 four momentum indicators are heading lower as they unwind their overbought condition so it may be another choppy one today, but the medium term strategy of buying dips still seems to be the plan

24 Hour: Mildly bearish

Medium Term: Prefer to buy dips

Economic data highlights will include:

M:

T:

W:

T: Swiss Foreign Currency Reserves, CPI (June)

F: Unemployment

Meta Trader – AxiTrader

USDCHF: 4 Hour



AUDUSD: 0.7455

Resistance

Support

0.7600

Weekly Cloud Top

0.7450

Minor

0.7560

Minor

0.7435

Friday low / 100, 55 DMAs

0.7540

Minor

0.7415

Minor

0.7510

24 June high

0.7380/70

30 June low/Daily Cloud Base

0.7502

Friday high

0.7323

28 June low/27 June low

Bias

The Aud remained firm on Friday, underpinned by stronger commodity prices and the slightly softer US$. However, the Australian General Election, held over the weekend ensures that traders will be nervous at this morning’s open and indeed the currency is already trading lower in early inter-bank trade, currently at AudUsd 0.7450 on the back of the uncertainty and also due to the possibility that Australia could lose its AAA credit rating. We might not know the final result of the election until the weekend and with the prospect of a hung parliament, we could see the currency come under some downside pressure as the week progresses. Despite all eyes being on the election result, focus will tomorrow turn to the July RBA meeting. It could be that, in the wake of the recent UK Brexit vote and the possibility of the negative flow-on effect to global economic growth the Bank moves to an easing bias, priming the market for an August rate cut, which would be unlikely to help the currency but which would suit the RBA. The 4 hour charts look mildly constructive; the dailies less so. It would seem to me that the downside risk has more potential than any move to the upside, although if the RBA do stay on hold tomorrow, the yield players will be back, to buy it in a hurry, and we could then see a quick spike higher. Watch out for the Building Permits/TD Inflation and Job Ads today.

24 Hour: Neutral

Medium Term: Prefer to sell rallies

Economic data highlights will include:

M: TD Inflation, ANZ Job Ads, Building Permits

T: AIG Services PMI, China Caixin Services PMI, RBA Interest Rate Decision, Statement

W: China Foreign Currency Reserves

T: AIG Construction PMI

F:

Meta Trader – AxiTrader

AUDUSD: 4 Hour



NZDUSD: 0.7169

Resistance

Support

0.7250

Minor

0.7150

Minor

0.7230

Minor

0.7115

Friday low/200 HMA

0.7216

(76.4% of 0.7292/0.6970)

0.7100

Minor

0.7197

Friday high

0.7056

1 July low

0.7185

Minor

0.7040

30 June low

Bias

The Kiwi had a firm session on Friday, underpinned by some US$ weakness and stronger stock/commodity prices. As with the Aud, if the RBA stay on hold tomorrow, the carry trade will be back in fashion which will help the Kiwi and we could then see a quick spike higher. Overall though, with regard to the medium term I think the greater risk remains to the downside and would prefer to trade it from the short side. In the meantime the 4 hour charts to remain supportive. The Global Dairy Trade Index will be the main domestic focus in the coming week.

Watch out for any spillover effect from Friday’s Australian Election result, which could cause an early gap lower in the Kiwi.

24 Hour: Neutral

Medium Term: Prefer to sell rallies

Economic data highlights will include:

M:

T: NZIER Business Confidence, Global Dairy Trade Index

W:

T:

F:

Meta Trader – AxiTrader

NZDUSD: 4 Hour



DXY: 95.64

Resistance

Support

98.58

2 March high

95.25

200 DMA

97.78

Descending trend resistance

94.80

Minor

97.06

61 March high

94.30

Minor

96.53

100 DMA

93.30

Minor

96.00

Minor

93.02

23 June low

Bias

The DXY has had a choppy week following the steep Brexit inspired rise of 24 June and with the daily and weekly momentum indicators appearing to be lining up to look quite constructive, it could be that we are in for further dollar gains in coming sessions. Forth the time being the DXY is contained within the 100/200 DMAs (95.25/96.53) and this may continue to be the case, but if we do see a topside break then the dailies would suggest the possibility of a bull flag, with an eventual target of 100.00. It is too early to think of this prospect yet as most of the majors currently show little sign of such a move. The outlier is Cable, where should we see another collapse to below 1.3000, would drag the Euro lower with it, thus underpinning the DXY. Buying dips, with a SL below the 200 DMA support seems to be the plan.

Mildly bullish

Mildly bullish

www.tradingview.com

DXY: Daily

DXY: Weekly …

The post 4 July: FTSE leads stocks higher. Aud lower after election. RBA & US Jobs data in focus this week. appeared first on FX Charts Daily.

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