ON TODAYS SHOW

AROUND THE GROUNDS OVERNIGHT, THIS WEEK WRAP OF THE WEEK IN MARKETS WHO WON, WHO LOST UKRAINE AND CHINA BLACK SWANS A TECHNICAL OUTLOOK FOR THE S&P 500, THE USD DOLLAR, THE NIKKEI, YEN AND THE AUSSIE AND GOLD KEY EVENTS IN THE WEEK AHEAD

AROUND THE GROUNDS - STOCKS

Stocks
Dow S&P FTSE Nikkei Shanghai ASX 200

Weekly Change This Week

1.04% 1.09% 2.19% 3.69% -2.84% -0.45% 16,322 1,859 6,810 14,841 2,056 5,357

Last Week
16,154 1,839 6,664 14,313 2,116 5,381

AROUND THE GROUNDS GLOBAL FX

Global FX
EURUSD USDJPY GBPUSD AUDUSD USD Index

Weekly Change This Week

0.64% -0.37% -0.11% -1.65% 0.00% 1.3784 101.37 1.6735 0.8903 80.15

Last Week
1.3697 101.75 1.6754 0.9052 80.15

AROUND THE GROUNDS - COMMODITIES

Commodities
Gold Nymex Crude Copper 10 year treasuries

Weekly Change This Week

1.03% 3.85% -2.71% $ $ $ 1,337.00 104.49 3.23

Last Week
$ $ $ 1,323.40 100.62 3.32

-3.64%

2.65%

2.75%

THIS WEEK
UKRAINE!!!

Citibank Eco Surprise Indices

THE WEEK THAT WAS

WINNERS LOSERS

100 80 60 40 20 0 -20 -40 -60 -80 -100 Apr-12

Citi Economic Surprise Index - USA Citi Economic Surprise G10 Oct-13

Oct-12

Apr-13

Source: Bloomberg, globalfx.com.au

The Dow had its best month since Jan 2013.

Selloff? What selloff

Chicago PMI up to 59.8 Australian Economy tension knocking

dollar

Ukrainian Citizens Global Stability US status as Global Super Power Global Economy data flow worsening

RUSSIA, UKRAINE AND THE WEST

LOVE CROSSED

YOU KNEW THIS

We are not alone in this confrontation with Russia. In 1994 Ukraine signed the Budapest Memorandum with the U.S., UK and Russia guaranteeing our security in exchange for giving up our nuclear arsenal. Russia today is flagrantly violating its obligations and invading our territory. But I'm confident that the United States and Great Britain will never violate this Memorandum and will do everything they can to ensure peace in Ukraine. Vladimir Putin knows that by declaring war on us, he is declaring war on the guarantors of our security the U.S. and Great Britain. I don't think that Russia will cross this line, because if it does it will lose.

TECHNICAL OUTLOOK
CFTC Commitment of Traders - Speculators Net Long Position 25/02/2014 18/02/2014 Change 5407 5301 -5306 6479 2076 6409 3186 High last 6 months -22111 72,434 -57097 28802 13114 -955 11998 Low last 6 months -71506 -13,610 -143822 -43046 -797 -70327 -2941 AUD EUR JPY GBP NZD CAD CHF -38991 13,900 -85090 28802 10982 -58591 358 -44398 8,599 -79784 22323 8906 -65000 -2828

S&P 500 WEEKLY

WHAT A MARKET MAYBE GRAVITY WILL WIN AN OSCAR BUT THE S&P IS DEFYING IT

EURO GRAVITY?
GLAD I DONT LISTEN TO RHETORIC ON EURO OTHERWISE I WOULD BE GETTING KILLED IS IT TIME TO SHORT NOW THOUGH???

AUSSIE DOLLAR TRYING

ROLLING OVER A BREAK OF 0.8860 DECISIVE

NIKKEI FOUND SUPPORT

MESSY AT RESISTANCE

YEN ROLLING OVER

LAST WEEK A BREAK WOULD BE HUGE

YEN ROLLING OVER

100 NOW THE BIG LEVEL TO WATCH THIS IS POTENTIALLY A BIG BREAK IF IT LASTS A DAY OR TWO 97 THE TARGET

GOLD DOH!
I GOT OUT TOO EARLY IT SEEMS

WEEK AHEAD ITS GOING TO BE HUGE

Crimean Standoff MARKIT PMIs all over the place today. The RBA tomorrow, then retail sales, trade data, Australian GDP and a speech from Glenn Stevens
to wrap up the week in Oz.

Offshore we have non-farms at the end of the week, Euro GDP and Draghi talking mid week along
with BoC, ECB and BoE meetings