A couple of excellent CS Wealth reports.
First up macro markets, stock picks and commodity comments
And here some specific technical comment and indicators. Even CS are picking up the sentiment issues here.
And here the usual outstanding JP Equity report inc technical indicators and stock picks etc.
They remain uber bullish into YE and are recommending +beta themes of FS & Energy and many more. Target S&P500 1825.
They pick up on the same sentiment reports but explain sentiment contrarian readings have receded recently.
Here the report.
Comments on forum pages.
Here a Nomura S&P500 technical view.
Rich