Sentences with phrase «cyclical highs over»

«At this point, and in the context of oil prices that are within striking distance of what we envision to be cyclical highs over the next 6 to 12 months, we think the Exxon short has essentially run its course,» Raymond James analyst Pavel Molchanov wrote.

Not exact matches

After the third longest bull market advance on record, fresh deterioration in key trend - following components within our measures of market internals (see Support Drops Away) recently joined this extended, overvalued, overbought, overbullish peak, even as the S&P 500 hovers at the top of its monthly Bollinger bands (two standard deviations above the 20 - period average) and cyclical momentum rolls over from a 9 - year high.

EQUITIES THEMATIC — SAME AS IT EVER WAS: Small Cap / High Beta / Cyclicals / Value / High Short Interest / Inflation / Domestic Exposure / Weak Balance Sheet over Low Vol / Defensives / Anti-Beta / Growth / Quality / Strong Balance Sheet.

The broad - based fall in the US dollar over the December quarter saw the Australian dollar reach US79.46 cents in late November, just below the recent cyclical high of US80.05 seen in February last year.

We could see a return to these valuations over the next couple of years on higher demand, a stronger macroeconomic backdrop and cyclical fundamentals, as shown in the following chart courtesy of DoubleLine Capital:

For those who don't want to dig through the old posts, it's been a fairly steady increase in sales and earnings over the last 24 months, though there's definitely a cyclical aspect too (new release months, especially for full - length novels, are the highest earning months with the month before a new release typically being lowest).

So while we don't believe that the record high gold / XAU ratio can be taken entirely at face value, there's no question that it is elevated even on a cyclical basis (that is, even allowing for a gradual structural increase over time), and there's no question in the data that cyclically elevated gold / XAU ratios have been associated with strong subsequent gains in the XAU index over a 3 - 4 year period on average, though certainly not without risk or volatility.

The key to knowing that the cyclical bear market was over was the higher low that occurred in January 2003.

The average occupancy rate for seniors housing properties in 1Q11 was 87.9 %, which is 0.2 percentage points higher than the previous quarter and a 0.6 percentage point increase over its cyclical bottom of 87.3 % in 1Q10.