CS-Commodities-15-10-13
Author Archives: prestonni
Weekly Technical Analysis – “1646 New SP500 Support & Europe in Wave 5”
A great report this week from the award winning Swiss team. This week’s report is a little broader than normal in the assets markets they have covered, which is good! Their comments on fx and bullion tie nicely together.The US$ is enjoying a bounce here and now. Technically it doesn’t look likely to sustain for …
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Some Macro Thoughts – US$ Money Velocity, Inflation & Taxes Oct 13
Some Macro Thoughts-oct13 I want to say one important thing in addition on this issue. There appears some confusion in the web stratosphere on one key metric around this subject. The positive correlation between money velocity and interest rates. Some observers haveĀ pointed to the historic correlation between the two as being supportive …
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Thackray – Oct 2013 “Seasonal Market Timing By Sector”
An interesting report tracking through the major sectors via their seasonal historic trading patterns. Recall the money velocity nos (ie how low they are at present), housing market performance potentially feeding into the housing ATM phenomena soon and the retail and consumer staples sectors, as one example. Its a thought provoking report. Thackray-Oct2013
JPM-US&Euro EquityStrat – 11th Oct 2013
Here a great set of reports from JPM. First up their US equity strat inc analysis & next up their European recommendations and analysis. A couple of great reports. Hopefully regulars, with a large thank you to “AAwork” JP-US-Equity-11Oct13 JPM-EurEquityStrat-11-oct13 All the best Rich
WF-MacroEconomicReviews-11th Oct13
Here the latest Wells Fargo economic reports on the macro economic major trends and forecasts. Weekly: WeeklyEconomicFinancialCommentary_10112013 Monthly: MonthlyEconomicOutlook_10092013 Rich
JPM-FX-WklyTech-11Oct-2013
An excellent report combining macro and tech. Some of the pairs like the usdjpy could see a trend emerge from the ongoing wedge that needs resolution. With the BOJ doubling Japanese money supply in the next 12 months my trading bias remains short the jpy. I’ve been putting on and off that trade as events …
SBank-Quarterly Commodities Q4 2013
SBank have a reputation to keep in the commodities space. Their latest quarterly is pretty bearish. The secular commodities bull is being called into question here with the 2011 highs mostly lower than their 2007 highs and the cyclical continuation running deeper and longer than most commodity participants anticipated. There is nothing on the horizon …
HSBC GR GlobalFX (Inc Bullion) Tech 11th Oct 2013
Here a new report from HSBC’s global research team. I like this report. Its not a technical report but it is a very thought provoking report. They nicely and properly include the bullion within their global fx view. Contrary to what Ben thought Gold is a currency class all by it self which HSBC appear …
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Nordea-FocusUK-GBP 11th Oct 2013
Here yet another report from the professionals on the UK with some accompanying FX forecasts. Summary Nordea: In spring the recovery was seen as the slowest in 100 years. Now, PMIs are the highest on record. In spring Governor Carney was the dove above doves. Now, he sees no need for more QE and is …
Commerz – Wkly Macro Econ & Index Trading Levels – 11th Oct 13
Commerz-WklyMacroEcon-11-10-13 Not a bad report covering the macro and outlining some key levels across the various asset markets. All the best Rich
CS-Wkly-WealthMan 10th Oct 2013
Here the usual excellent observations from the wealth man team of CS in Zurich. CS-Wkly-WealthMan-11-10-13 Rich