Commodities / Economics / Emerging Markets / Entries/Exists / Fixed Income / FX / Indexes / Markets / member / PMs / Technical trading
Weekly Multi Market Technical Analysis – “SP500 Consolidation” 05th Nov13
by on Nov 5, 2013 •The usual award winning technical analysis from the usual Swiss team. They have firmed up on the recent technical improvement across indexes. They are no longer forecasting a correction near term. Their cyclical model remains as was previously ie a deep correction into early 2014. Its the FX markets that are providing the fizz at...
SChartered – Weekly FX Technical Analysis – 04th Nov13
by on Nov 4, 2013 •The team coming out with their new report today and maintaining their long euro positions in line with recent trend in spite of Thursday’s excitement. I don’t see anything as yet technically to undo the euro long bias vs the us$. Fundamentally the euro monetary picture remains tight and therefore positive vs the US$ and...
Companies / Emerging Markets / Entries/Exists / Fixed Income / FX / Indexes / Markets / member / Technical trading
JPM-FX & Equity Reports – “Eurusd Impressive But Not Conclusive, Yet”
by on Nov 3, 2013 •Some great reports from the JP team here below. The equity report needs some thoughtful comments. The FX is inconclusive as yet, imo. Participants are collecting again around the themes of a weaker euro and gbp vs the US$ . Here some FX reports to start proceedings. JPM-FXtechstrat-31-10-13 JPM-FXDaily-01-11-13 JPM-FXUpdate-01-11-13 The fundamental case contra the...
Commodities / Emerging Markets / Entries/Exists / FX / Indexes / Markets / member / Technical trading
CommerzB-Commodity FX Tech Weekly – 30th Oct13
by on Oct 30, 2013 •The usual excellent Commerz weekly technical report on the commodity fm pairs. Here the report: CommerzB-CommodityFX-30-10-13 rich
Commodities / Companies / Economics / Emerging Markets / Entries/Exists / Fixed Income / Fundamental Indicators / Home / Indexes / Markets / member / Tax & Debt
CS Wealth – Monthly Global Strategy – November13
by on Oct 30, 2013 •Good report here from CS Wealth. No surprise to hear some participants calling the bottom in 2009 the start of a new secular bull market for equities! When more participants start making this call it will certainly be a good contrarian indicator. Its a consensus view with calls for more compression on high yield, out...
Commodities / Emerging Markets / Entries/Exists / Fixed Income / Fundamental Indicators / FX / Indexes / Markets / member / Property / Technical trading
BarCap-Global Instruments Technicals & Oil Supply Issues – 28th Oct13
by on Oct 30, 2013 •Here a nice traditional price technical round up by the tech team at BarCap. Barcap-wklyglobaltech-28-10-13 To counter the above tech bearish view on WTI, post the likely near term bounce, here a Barcap, more bullish, fundamental perspective re the troubles in supply from Libya and Iraq, released yesterday. barcap-oil-fundamentals-28-10-13 Last week, sector wise the European...
Commodities / Emerging Markets / Entries/Exists / FX / Indexes / Markets / member / PMs / Technical trading
SGeneral & CommerzB – Weekly FX Technicals – 28th Oct13
by on Oct 29, 2013 •A good price technical report here. Plays in to the themes we have witnessed across participants at present. Part of the jigsaw. SGeneral-WklyFXTech-28-10-13 And here Commerz on their weekly as regards to the major crosses with the major em fx instruments. Commerz-wklyemfx-28-10-13 Rich
BARCAP-Wkly Macro & Commodities Price Tech 25th Oct13
by on Oct 29, 2013 •BarCap here basically going all in on all asset classes to the end of 2013. A super bullish call this. No matter fixed income, Piigs fixed income, oil, equities, junk, bullion. In summary, put on the blind fold or hand the dart to the chimp, and go all in. BARCAP-WKLYMACROTECH-25-10-13 With Yellen at the FED...
Commodities / Economics / Emerging Markets / Entries/Exists / Fixed Income / Fundamental Indicators / FX / Indexes / Markets / member / PMs / Technical trading
SC – Global Macro Strat Monthly – Nov2013
by on Oct 29, 2013 •An excellent report. No time to comment on it but a nice walk through this by the private banking team in SC. SC-MonthlyGlobalMarkets-Nov13 Rich
Commodities / Emerging Markets / Entries/Exists / Fixed Income / FX / Indexes / Markets / member / PMs / Technical trading
DeutscheB Commitment of Traders, Major Instruments – 28th Oct13
by on Oct 29, 2013 •A nice report here which adds another arrow to the technical view on the markets. I like the level of the shorts on WTI, as one example playing into the weak seasonals for the instrument. Purely from a trading perspective if they can be ‘turned over’ these are the sorts of games that traders like...
Emerging Markets / Entries/Exists / Fixed Income / FX / Indexes / Markets / member / Technical trading
CS – FX Technical Weekly – 23rd Oct 13
by on Oct 27, 2013 •Apologies for the late update on this report. I’ll be quicker on this week’s release. CS questioning whether the US$ ‘golden goose’ has been killed but coming down on the US$s side. CS-FX-wkly-23-10-13 They haven’t been proved wrong by price as yet but some of their calls are be questioned here. “We expect the euro...
JPM-FX Technical Analysis – 25th Oct 13
by on Oct 27, 2013 •Some key pairs with an emphasis on the commodity pairs to the US$. Strength in the EURO & US$ vs the NZD, CAD etc with some key levels in play. Here the report: JPM-fx-25-10-13 Rich