Nomura sticking with their euro breakout vs usd call from a few weeks ago. I took the other side on the false breakout due to widening interest rates spread between the two. HY is now more expensive in the eurozone than US. Historically a 200+ basis point differential in favor of US HY usually exists. …
Monthly Archives: September 2013
CREDIT SUISSE – CHINA – 26-08-13
CS-China-economicview-26-08-13 Chinese banks remain on exceptionally low pes. If the CS team are correct they are mis-priced. Here Friday’s technical report: http://www.stocktiming.com/Shanghai_Daily_Stock_Market_Updates/shanghai-index-update-friday.htm
TECH FOWARD & MACRO INVESTMENT ADVICE – SEPT13
FABER- TECH-01-09-13 BartonBiggs-INVESTMENTADVICE12
CREDIT SUISSE – WKLY STRAT – 30-08-13
cs-wkly-strat2-30-08-13
WF – ISM MANUFACTURING US AUG13 ANALYSIS
ISM Man 09032013
INFLATION DEFLATION & BACK – DAVID ROSENBERG – AUGUST SPECIAL REPORT
David Rosenberg, Gluskin Sheff – Special Report – From Inflation to Deflation… And Back – August 14, 2013 (1)
BROWNING NEWS LETTER AUG13 – Weather/Agri/Soft Commodities/Insurance..
Browning Newsletter – Evelyn Browning Garriss – YOU NAME IT – WE GOT IT – HEAT, COLD, FLOODS AND DROUGHT – Vol. 38, No. 8 – August 2013 (1)
Weekly FX Technical Analysis & Macro Comments.. “US$ Bouncing Off Key Levels”
We have labor day holidays across US markets today which marks the official ending of the usual summer malaise in market volume. Sept is seasonally a volatile month and more often than not to the downside. Having said that August was a bad month for bond prices as rates marched higher across sovereign and consumer …
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