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Surviving The Rollercoaster - UBS Charts The Global Secular And Cyclical Shifts

Tyler Durden's picture




 

While the top-down macro perspectives on where we go from here remain stuck in a bi-modal distribution and bottom-up fundamentals may help at the margin but remain dominated by correlated risk asset flows, UBS has created a veritable smorgasbord of charts and technical analysis of the major asset classes. From presidential and economic cycles & secular equity regimes, across precious metals and the USD & the super bull cycle, to bond market bubbles, there is a little here for every connoisseur of cartography or devourer of data.

Some of the more notable charts include:

The first half of the chartbook focuses on the equity market in general, ending (around Page 36) with some interesting analogs for our current situation and the more secular structure of stocks:

 

Questioning the super bull cycle in commodities starts at Page 46, with a view that the secular structure for crude oil remains bullish:

They discuss Gold's long- and short-term cycles from Page 51, with a view that the bull market has further to go:

From Page 57, the discussion of the interaction of Presidential election cycles and the USD interacting with the secular bearish trend is discussed:

Starting Page 67, they discuss the turn in the cycle of bonds but do not expect a rapid deterioration as the US long bond looks set for more wide range trading and Bunds lose momentum on the upside.

UBS Cross Asset Overview

 

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Fri, 12/09/2011 - 19:12 | 1964735 Long-John-Silver
Long-John-Silver's picture

The Mayan's have predicted this.

 

2012 doomsayers step into high gear

Dec. 21, 2012  Although this date may not necessarily mark the end of the world, it is widely believed that it may indeed mark the end of the world as we know it.

Fri, 12/09/2011 - 19:14 | 1964737 Mr Lennon Hendrix
Mr Lennon Hendrix's picture

The Fed's centennial has predicted this.

Fri, 12/09/2011 - 19:44 | 1964805 johnu78
johnu78's picture

Why is it that there never seems to be an end to the Doom Porn???

 

-John
http://www.youtube.com/carmarketer

Fri, 12/09/2011 - 20:07 | 1964858 Mr Lennon Hendrix
Mr Lennon Hendrix's picture

Because economics and finance are run by idiot jackels

Fri, 12/09/2011 - 20:40 | 1964939 TheFourthStooge-ing
TheFourthStooge-ing's picture

You are correct, sir. Additionally, the question was a bit absurd. I mean, come on, everyone knows that there is no end to porn.

 

Fri, 12/09/2011 - 20:35 | 1964920 machineh
machineh's picture

Where can I buy a 'Jekyll Island Centenial' souvenir T-shirt?

Why does the federalreserve.gov site not offer any merch? 

These PhD eggheads have no business sense!

Fri, 12/09/2011 - 22:23 | 1965200 covert
covert's picture

we desperately need more freedom of enterprize.

http://covert3.wordpress.com

 

Fri, 12/09/2011 - 19:28 | 1964754 Manthong
Fri, 12/09/2011 - 19:58 | 1964840 Muddy1
Muddy1's picture

Why is there no reporting on the downgrade of 3 French banks by Moody's?

 

http://www.huffingtonpost.com/2011/12/09/moodys-downgrades-three-french-banks_n_1138664.html

Fri, 12/09/2011 - 20:23 | 1964887 q99x2
q99x2's picture

The reporters got laid off.

Fri, 12/09/2011 - 20:32 | 1964913 machineh
machineh's picture

Wow, does Riesner love exclamation points!!

Writes like an excited chick!!! XXX-XOXO!!!

Nice charts, though. What does the 'TT-New Composite' lower panel in the charts mean? Looks like an overbought/oversold indicator, but what is it derived from?

Sat, 12/10/2011 - 09:35 | 1965835 flattrader
flattrader's picture

Same question here.  I've been searching and getting nothing.

UBS proprietary indicator?

Fri, 12/09/2011 - 21:14 | 1965037 Yen Cross
Yen Cross's picture

 I'll trade bounces of the bottom of the channel.

Fri, 12/09/2011 - 21:16 | 1965043 topcallingtroll
topcallingtroll's picture

So many sexy charts.
I'm about to cum.

Fri, 12/09/2011 - 21:21 | 1965053 baby_BLYTHE
baby_BLYTHE's picture

Rand Paul Rips Donald Trump and Newt Gingrich to Shreds!

http://www.youtube.com/watch?v=dA9o_aIO7-c 

Fri, 12/09/2011 - 21:41 | 1965095 Yen Cross
Yen Cross's picture

@/#rd.s   Ron Paul is a golden bear.  Time to retire.

Fri, 12/09/2011 - 23:33 | 1965316 baby_BLYTHE
baby_BLYTHE's picture

He is very close to winning the primary in Iowa, why quit? Give the current fascist occupant in the WH another four years? No thanks, I would rather have a politican in line with the Founding Fathers take over and restore America, at least in part, to her former self.

Sat, 12/10/2011 - 12:30 | 1966074 G-R-U-N-T
G-R-U-N-T's picture

Rand Paul Rips Donald Trump and Newt Gingrich to Shreds!

Rand's kooky Daddy would be proud! 

 

http://www.youtube.com/watch?v=hR_KbbMU2YI

 

Keep in mind a vote for Paul is a vote for the helium head Obama!

 

 

...

Fri, 12/09/2011 - 22:38 | 1965239 adr
adr's picture

This could have been the most idiotic week in the history of the market. Nothing made sense. We got day after day of premarket hyper-ramps folllowed by sideways trading, rumor after rumor getting debunked.

Then you have the cream of the crop, GROUPON AND ANGIES LIST BOTH UP 40% ON THE WEEK!!!

How the fuck did those stocks get added to the FED buy list? I guess the FED buys the stocks nobody wants, or it really is the FED trying to make sure nobody can short this market. UP IS THE ONLY ANSWER.

Every Euro country losing its soverignty to the EU commision is bullish? Way to go. I'm sure they'll be able to get every Euro nation's debt down to .5% over GDP. I bet those pensioners will be happy to hear the money will never come when the ECB cuts off funding to the slave nations.

I wonder what the check amounts were to each figurehead to get them to sign the treaty? I'm betting each one recieved a couple kilos of gold.

Fri, 12/09/2011 - 23:31 | 1965344 Teamtc321
Teamtc321's picture

+ Trillion ^^^^^

Sat, 12/10/2011 - 00:09 | 1965392 johnu78
johnu78's picture

UBS "You Owe Us!!!"

 

-John
http://www.youtube.com/carmarketer

Do NOT follow this link or you will be banned from the site!