Many participants are neutral here. They are trading small volumes until we get a bit more clarity which way we are heading here. Here Scotia, to an extent, telling us what we already know but nice analysis and puts some meat on the bones technically on the fx pairs. ScotiaB-FX-25-10-13 Rich
Category Archives: FX
SC – FX Wkly Technical Analysis “EURUSD Possible Extension to 1.418” 28th Oct13
Here below the latest major pairs review from SC. They remain bullish euro short term up to a possible 1.418 level. But they also remain US$ bulls on the more medium term horizon. They are neutral GBPUSD and bearish USDJPY given the crowded net long position near term. Without delay here the report: SC-FXWklytech-28-10-13 All …
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CommerzB & WF – Week in Focus – 25th Oct13
Here the Commerz economic team for the week ahead. Commerz-weeklyecon-25-10-13 And WF, review of the key data and a look ahead WeeklyEconomicFinancialCommentary_10252013 Rich
Nomura-FX Trade Recommendations – 25th Oct13
A couple of interesting pairs from the Nomura team. The USDJPY I like the look of. Here the report: Nomura-USDJPY-25-10-13 Here the USDCAD nomura-USDCAD-251013 Rich
CS – FX Technical Weekly – 23rd Oct 13
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$s side. CS-FX-wkly-23-10-13 They haven’t been proved wrong by price as yet but some of their calls are be questioned here. “We expect the euro …
CS – Fixed Income Strat – 25th Oct 13
CS team reviewing the price moves and adjusting their forecasts for credit rates across the major markets. We have stepped back from the brink of higher rates recently. US Junk has scored a higher high and higher lows and is close to record low spreads to the UST10yr. For how long these warm tail winds …
JPM-FX Technical Analysis – 25th Oct 13
Some key pairs with an emphasis on the commodity pairs to the US$. 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
CS – Weekly Macro Charts 24th Oct 2013
Here a great set of charts across the major markets with the key technical levels according to CS. All sorts of standout charts inc the “US credit spreads threaten the year’s lows again” as commented, the spread is narrowing to the 10yr UST and this trend is motoring look at the tech price chart for …
CommerzB – Bullion Weekly Technical Analysis 22nd Oct 13
At this interesting pivotal point in the FX markets, it follows that the bullion markets are also reaching a medium term pivotal moment. So here the Commerz team updating their views and restating the medium term importance 1350 level. “We are technically at a key juncture for the development of the next medium term trend …
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JPM-Equity Tech Recommendations – 25th Oct13
Outstanding report here below. This weeks with a lot of rich content here than needs some digestion before commenting. We each run our own independent books, methods & metrics so the report here below and I’ll come back with a few of my own comments tomorrow evening. jpm-equitytech-25-10-13 All the best Rich
CS-Weekly Wealth Management Allocations – 25th Oct13
Another great report from the Swiss Wealth Management team re affirming many of the allocations and trades of our own in recent weeks. Equities stretched aside from large caps with significant EM exposures. Good call i believe although i think the over valuation can extend here further.(More tech tomorrow on this near term issue). WTI …
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BarCap-NeartermTechFX-24-10-13
BarCap near term analysis. Taking US$ continuation vs the Cad as one example and using the WTI weakness to justify its entry. If they are wrong on WTI they will be very wrong on the usdcad which implies a reversal and ie direction and trend on the pair. I’d be curious to ask them how …