My desk is swamped with reports so better I post them up than delay before having time to make comments. I’m afraid i’m under immense time pressure at present. I hope to make some more meaningful comments on the forum pages. CS-FXstrat-04-12-13 CS-FXtech-03-12-13 DanskeB-FX-IMM-03-12-13 DanskeB-FX2014 JP-FX-Strat-03-12-13 MS-FXWkly-29-11-13 DB-FX–03-12-13 US$ strength is the renewed theme, it …
Continue reading “FX Technical Blitz (DB,CS,JP,JS,DanskeB) – 04th Dec13”
Ok its that time of the week again for the award winning Swiss team’s usual run through of the global asset markets. Really this should be read alongside the comprehensive Sunday technical update. Ive little more to add other than picking up the Swiss team’s comments re the market internal sector issues. We picked up …
Continue reading “Weekly Technical Analysis – “SPX Pullback to 1780 before 1850 end Dec””
Here a raft of technical comments and charts on the major fx pairs from the large institutional trading teams. To start off here the usual SC Private Banking team’s weekly analysis SC-FXwkly-02-12-13 And here another excellent weekly view from the Citi fx team Citi-Wklyfx-02-12-13 Commerz here on the weekly em fx pairs. Commerz-emwkly-02-12-13 Here an …
Continue reading “FX Pairs – Technical Analysis & 2014 Forecasts Citi,JP,SC,DB,CS – 02nd Dec13”
We are 4 weeks from the end of the calender year of 2013. The end year usually provides a platform for the professional ‘expert’ forecasters to provide their respective views for the year ahead. Here three 2014 forecast reports from JP Caz & the usual CS team. First up CS: cs-2014strat Here JPCaz providing their …
A mix of reports covering a wide variety of global asset markets. First up some great tech charts from CS and then Commerz, here: cs-charts-21-11-13 Commerz-TechCharts-28-11-13 Here below the Barcap team covering global macro strat BARCAP-globalmacrostrat-27-11-13 Here a nice SEB report SEB-EquityIndextech-28-11-13 And finally here the UBP wealth allocations UBP-assetstrat-nov13 Happy, productive reading and consideration …
Continue reading “BarCap,CS,Commerz,UBP,SEB – Global Mkt Strats – 30th Nov13”
The usual excellent weekly US equity report from JP with their picks and forecasts. I have a huge back log of reports to get through here so ill save the comment to a little later in the day. Without the delay here the report: JP-Equity-28-11-13 Many more updates to come throughout the weekend. All the …
Continue reading “JP-Equity Strat & Recommendations – 29th Nov13”
A raft of reports inc the usual SC run through. Discussion and allocation updates on the forum pages as usual. Here SC SC-FX-26-11-13 Here A superb Nordea comprehensive view Nordea-fx-26-11-13 Pure FX techs from JP & DB here: DB-FX-26-11-13 JP-FXStrat-26-11-13 Rich
Here below the latest Swiss team’s technical weekly multi market comments and analysis. The price trend work remains intact as does sentiment and sectoral work with the finance sector finally joining the break out sectors. Europe, major index wise, the Dax remains bullish (as does the ftse100) but the IBEX is theoretically the beta especially …
Couple of great monthly reports from SC and CAN. The SC report multi mkt and dealing with some leading tech indicators. SC remains fairly bullish on an extension of this rally, subject to any small 5% correction. Global economic review from CAN. Pretty optimistic and for strengthening growth for 2014 and 2015. We must recall …
Continue reading “SC & CAN Global Mkts Strat Monthly – Dec13”
A couple of excellent CS Wealth reports. First up macro markets, stock picks and commodity comments CS-wklywealth-22-11-13 And here some specific technical comment and indicators. Even CS are picking up the sentiment issues here. CS-WealthAllocations-20-11-13 And here the usual outstanding JP Equity report inc technical indicators and stock picks etc. They remain uber bullish into …
A host of macro economically focused reports. Only the projections remain optimistic. All the near term data uniformly continues to disappoint, like earnings. Here the CS team taking a quick run through of the most recent global data points. CS-Macroecon-22-11-13 Here Australian team from DB reviewing and making some forecasts of the econ data. Their …
A few wider multi market macro reports from Commerz and CS. Commerz-Mktstrat-19-11-13 And CS here CS-Macroecon-18-11-13 And some news just off the wires re the latest European PMIs. “An index based on a survey of purchasing managers in the manufacturing industry rose to a 29-month high of 51.5 from 51.3 in October”. http://www.bloomberg.com/news/2013-11-21/euro-area-manufacturing-expands-for-a-fifth-month-led-by-germany.html Presented as …
Continue reading “CS,Commerz – Mkt Strat & European PMI – 19th Nov13”