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 …
Continue reading “HSBC GR GlobalFX (Inc Bullion) Tech 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-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
Here the usual excellent observations from the wealth man team of CS in Zurich. CS-Wkly-WealthMan-11-10-13 Rich
Here a new regular report care of new vip. Many thanks to you know who you are. Comments to follow but as general comment, their report reflects the current total confusion in the market across the major pairs.. eg JPY, USD, EUR and GBP. JPM-FX-11-10-13 Rich
The usual excellent report from the SChartered private high net worth banking team. A mix of macro and tech across the major asset markets. SC-WklyMktview-11-10-13 rich
The usual good report from SC. SC-FXwkly-08-10-13
Here a reasonable report from the Barcap team on the macro econ front. Barcap-QuarterlyMacro-FocusEurope-Q413 I must say its the usual tinted optimistic view on the Euro economy. After 4 long years, its true, the de-leveraging cycle seems to at least be pausing in the euro area but at what stage in the global business cycle …
Commerz-Wklytech-Multimarket-10-10-13 Where they site technical weakness which has subsequently reversed read as technical strength and momentum! “From failed moves come fast moves” will pay you handsomely over the years. All the best Rich
An outstanding report just hitting the wires, in my view. Hugely useful to get to grips with the sector trading noise. This is also very useful as a study of the shape of this recovery. Health care revenues have doubled from the 2007 peak. Earnings are 65% higher as one example. Taking the prize for …
Continue reading “Sector Fundamentals Research (YR) – 10th Oct 2013”
Some good FX charts and trade comments recommendations from the French team. SG-FX-Wklytech-02-10-13 I continue to participate in the eurgbp pair. Its been long running one for me and i faded the recent two day strength into the closes of both sessions, thurs,frid. Near term participants have been wrong footed but nothing has changed in …
Continue reading “SG – FX Weekly Technical Analysis – 02-10-13”
A very useful report.. (Many thanks to Async for this one. Much appreciated by all i’m sure). Rich Barcap-Equity-04-10-13 A few updates as i go through all these reports. On Barc one of their key recommendations is re european cyclicals. They provide alot of data on the 12m, 3m and 1m performance of the various …
Continue reading “BarCap – Equity Strat/Sectors, Picks – 04-10-13 & Comment..”