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The market timing report: 2025 second half update [Video]

At the beginning of this year, we put out a series of forecasts both in The Market Timing Report and on our YouTube channel. The main premise was that with regards to the S&P 500 index, the year 2025 will probably close up on the basis that years ending in five tend to be bullish. However, we did also forecast a huge amount of volatility. We took the opportunity of updating the forecasts and looking at what lies ahead.

Our cycles timing system shows that there is a risk to a major currency as we approach September. Prior to then, we see a whole series of cycles coming together in oil. This implies a rise in volatility associated with geopolitical tensions.

In this discussion we also take a look at where we are in the housing and real estate cycle. We also look at which instruments may present the best opportunities.

In terms of the bigger picture, we examine potential pathways for the dollar and euro and look at ultra macro cycles with regards to what lies ahead for the American Empire.

The Foundation for the Study of Cycles held its first in person conference in over 20 years in New York last month. It was attended by legendary portfolio manager Peter Borish, partner of Paul Tudor Jones as well as trading legends Larry Williams, Sherman McClellan and his son Tom McClellan, Peter Eliades, Elliott Prechter and numerous other big names. We discussed some of the key points arising from this event and how they relate to markets.

Akhil Patel and I cover a lot of ground across many different areas which we hope you will not only find interesting but also make your trading and investing more profitable.

Author

Andrew Pancholi

Andrew Pancholi

Market Timing Report

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

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