From a cycle/timing point of view, especially as the end of June and early July starts to creep in, markets are entering into a window where some fire works can go off (see what I did there). Market landscape been somewhat quite calm with all that’s been going on in the world but I can say that with some of the cycle structure incoming there may be some storm clouds arriving.
Though, Lets be real here, since the April Lows the equity complex been bid! Even in that early May period where there was all kinds of good strong bear timing, the majority of equity markets just fluffed it all off and just went back to pre Feb 2025 status and usher out/in shallow pullbacks making shorts really work for pennies. Even now, in the current environment with all the drama and risk being shown on the global landscape the markets just continue to climb that wall of worry.
Once again market timing is starting to creep in and that timing will/is going to affect ALL markets. In this space, time after time I have shown when these main (mainly the KEY cycles with high amplitude) have ALWAYS impacted the global markets. Have the results been 100% accurate? No. Please do not be foolish, there is NO golden chalice that is the holy grail to figuring out these markets 100%. If that was the case I would never speak about this to anyone and keep it all to myself. It’s just a different type of tool (especially for me) to help decipher markets and increase odds of being correct. Like anything in life, it can and will disappoint at times.
A look into the rest of this week and into month/quarter and semi annual end.