Technical, Macro Cross Asset Market Reports & Comment – 31st May 2014

I hope all are having a productive and or relaxing weekend.

Personally I’m still playing catch up on cyclical and secular trends across asset markets here, digesting the recent price action and its implications.

Lets start with some macro reports here:

 wf-macrowkly-30-5-14

Here a useful macro equity view fro ML

ml-macroequity

Here the usual useful hart pack from CS

cs-charts-30-5-14

Here ML with their forecasts and earning projections for the sp500

ML-sp500-30-5-14

And ML here with sector allocation rational:

ml-sectors-30-5-14

And here the CS wealth team

cs-wealth-24-5-14

cs-wealth-25-5-14

And on the ecb action issue.. or not..

CS-wealth-28-5-14

cs-wealth-30-5-14

And here their equity top picks. Useful and some expected and unexpected names here.

cs-toppicks-30-5-14

And here Barcap with their usual tech weekly:

barcap-techwkly-30-5-14

Its a very divided professional forecast across asset markets at present.

Here commerz on commodities..

commerz-comm-27-5-14

And here on FI:

cs-fi-29-5-14

Here some country views :

Germany

db-germany

Romania

bnp-romania

And here on the euro ecb issues/measures.

bnp-euro

And here on FX

DB wkly fx

db-fxwkly-29-5-14

And here commerz with their weekly:

commer-fxwkly-30-5-14

And here JP with their tech strat from a few days ago:

jp-fx-29-5-14

Much much more to come.. inc the usual trio.

Rich