Key sectors under threat [Video]

Andrew Pancholi Market Timing Report

Could a 36-year geopolitical cycle be signalling a new period of turbulence for the global aviation industry and financial markets?

In this video, I join Catherine Cashmore of Land Cycle Investor to examine the striking historical parallels between Iraq's invasion of Kuwait in 1990, the Gulf War of 1991 and today's geopolitical landscape.

Drawing on my experience as a senior international airline captain and market cycle analyst, we explore the potential consequences for oil prices, aviation fuel supplies, Middle Eastern airspace, airline profitability and wider financial markets.

We also examine the 18.6-year cycle, historical aviation disruptions, the SARS and COVID periods, and longer-term geopolitical cycles that may offer clues about the timing of future market turning points.

Importantly, while several cycles suggest heightened risks, another cycle highlighted in the November Market Timing Report raises the intriguing possibility of a sudden de-escalation, reminding us that understanding when conditions may change can be just as important as anticipating what might happen.

Author

Andrew Pancholi

Market Timing Report

Andrew Pancholi is a world-renowned trading expert specializing in market timing.

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AUD/USD edges higher toward 0.6900 in the Asian session on Wednesday, recovering some of the previous day’s losses to its lowest level since March as the US Dollar stalls the hot US CPI-inspired rally amid hopes of a US-Iran peace deal. Meanwhile, hawkish comments from FOMC members have almost confirmed another December rate hike, which favors USD bulls and should cap the Aussie.

USD/JPY remains capped below 159.00 amid looming intervention risks

USD/JPY struggles to build on the previous day’s strong gains to a near one-month top as intervention risk supports the Japanese Yen while hopes of a US-Iran peace deal cap the safe-haven US Dollar. That keeps the pair's upside limited below 159.00, for now.

Gold puts the $4,000 mark to the test

Gold now accelerates its daily correction, challenging the key $4,000 mark per troy ounce on Wednesday. The precious metal’s continuation of the downward trend comes against the backdrop of a robust performance of the US Dollar, rising US Treasury yields across the board and rising bets of extra rate hikes by the Fed.

Bitcoin Bull Score falls to 20 as USDT supply shrinks – CryptoQuant

Bitcoin's (BTC) market indicators have turned bearish at the same time, raising concerns that the top crypto could face a deeper correction despite historical similarities to previous market bottoms. In a report published Wednesday, CryptoQuant noted that its Bull Score Index dropped from 90 on October 13 to 20 in less than four weeks, reflecting a sharp deterioration in market conditions.

The Japanese Yen is doing something it hasn't done in ten weeks

USD/JPY climbs above the 159.00 resistance level, extending its advance on Wednesday, and bringing the Japanese Yen back toward its weakest levels in ten weeks amid renewed strength in the US Dollar. The move reflects a sharp repricing of Federal Reserve interest rate expectations following hawkish comments from Fed Governor Christopher Waller and stronger-than-expected US consumer inflation data.

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