Guys I’m traveling so a quick update here with more to follow later today.
Here the Swiss team’s latest:
Here GS:
3200 level on the eurostoxx 50 a fairly important pre xmas level. Draghi’s disappointing announcement leading to a reversal of the euro carry trade, for now. Its a perfect market event with over leveraged euro speculators forced to reverse in spite of the Fed’s imminent raise albeit, doubtless, a 12.5 basis point raise. Note GS’s gbpusd conviction rating trade, im also in this trade.
Rich
And here Fitzpatrick:
And here LC:
Macro wise here:
I have more reports but unable to post up due to copy write issues..
All the best Rich
Thank you for the emails noting my error in the update above. I managed to upload the wrong CB report, please find last week’s Fitzpatrick report here now. I’m sorry i was rushing as traveling. This report includes his 2016 forecasts:
And here the MS fx report.. with their 2016 top trades.. (Inc short the gbp, which is not a total surprise but vs JPY, which is a surprise indeed).
All the best and apologies again..
Rich