I’m working through the backlog of reports in my in tray here.
Here below 6 very useful reports.
A good report on their equity strategy. (This week’s update to follow on a later post).
A good round up of the fixed income markets.
A great macro chart update from cs.
And here four macro economic reports from the team with a focus on US, Europe and UK.
US:
UK:
Europe:
Tactics:
& I’ll just add here a Barcap Macro econ view on Japan for those long or with any positions in this area.