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Here's What the Market Needs to Break Higher

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As I expected, the markets took us through two very typical responses last week...

First, we had a relief rally after the French presidential vote generated a positive surprise.

Then we caught a classic "sell the news" response to the Trump tax plan.

The French presidential election is still a big deal because of its implication for the continued health of the European Union (EU).

As we discussed last week, had the two anti-EU candidates won, the markets would have had a severe sell-off.

I recommended we refrain from trying to "handicap" the result ahead of time - a potentially costly move - and take a position once the result became clear.

That was absolutely the right way to play it.

Now, I mention this not to look backwards or gloat, but because the confluence of circumstances has contributed to a technical setup I'm looking at that's going to continue to influence the opportunities ahead.

There will be a way to play what's coming next, too...

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