Here the latest multi market recommendations and allocations from the majors.
First up Citi in a very useful short report detailing some of the 2013 history and projections for 2014. They sight a 93% probability for out performance in N.Asian equities.
A couple of concise reports from allocation strat and changes.
And here CS
And here the usual excellent monthly from MS Wealth.
Here an outstanding regular report the Barcap team “rates and commodities” technical analysis report.They pick up on the ever expanding margin debt in the nyse market for stocks. The ‘rollover’ is not visible as yet. The spread WTI to Brent they forecast to widen, gold positive seasonal until may and much more.
Barcap-ratescommoditiestech-09-01-14
FX and Macro economic reports to follow.
Cheers Rich