Author Archives: prestonni

CS-FX-Daily05-09-13 & a useful set of charts and levels from Nomura on cable. I agree the door open to 1.575 but the area pretty crucial and tricky. I thought we might have got up there a bit sooner in Aug. As now sept spikes through more unlikely. Neutral now on this pair for me but …

Continue reading “FX-CS-Nomura – 04/05 Sept13”

I don’t want to overload everyone with reports but this is a useful roundup report. Not as good as the CS one but useful nonetheless. Its also noteworthy to see (and compare) forecasts across the teams. Note forecast from Nord, US 10yr Ts to be 2.55% yield by year end? I would beg to differ, …

Continue reading “Mkt Prestonni Comments & NORDIA Strat Sept13”

I find myself very much in tune with JPM here and generally on the other side of the bargain therefore vs Nomura as one example. JP-FX-Trades-04-09-13  

In depth report on major markets from Scotiabank ScotB-WKLYglobalstrat-30-08-13  

Nomura sticking with their euro breakout vs usd call from a few weeks ago. I took the other side on the false breakout due to widening interest rates spread between the two. HY is now more expensive in the eurozone than US. Historically a 200+ basis point differential in favor of US HY usually exists. …

Continue reading “Nomura-FXPairs-03-09-13”

CS-China-economicview-26-08-13 Chinese banks remain on exceptionally low pes. If the CS team are correct they are mis-priced. Here Friday’s technical report: http://www.stocktiming.com/Shanghai_Daily_Stock_Market_Updates/shanghai-index-update-friday.htm  

FABER- TECH-01-09-13 BartonBiggs-INVESTMENTADVICE12

cs-wkly-strat2-30-08-13

ISM Man 09032013

David Rosenberg, Gluskin Sheff – Special Report – From Inflation to Deflation… And Back – August 14, 2013 (1)

Browning Newsletter – Evelyn Browning Garriss – YOU NAME IT – WE GOT IT – HEAT, COLD, FLOODS AND DROUGHT – Vol. 38, No. 8 – August 2013 (1)