Here below a mix of multi market reports.
To start us off a purely visual great report from CS. Their brilliant macro chart update.
There is much to say on these long range technical charts. I can see several of them repeated on my own screens inc the eurusd long term chart. Also the secular bull market on US paper.
Its one of the best chart packs in the market aside from GS’s ‘charts that matter’ release. The GS release is proving hard to get on a regular basis. Here the CS release:
Here their wealth team on the regular ‘mm’ weekly update.
I missed releasing this report from the JP global FX team and their strategy which was released a few days ago.
Its a comprehensive 2014 forward strategy looking report so not particularly a market timing but some useful data and thoughts.
And ditto here from the HSBC global fx team
And here moving into equities the JP team on an update to their global equities spreadsheet.
And here on the Japanese banking sector. A sector and region I have previously been long and taken profit.
Bullion wise here the usual CommerzB team weekly technical report. The bullion hasn’t broken out but has some price support in spite of the recent $ strength. The miners are moving and have seen significant inflows of funds.
CommerzB-Bullionwklyytech-15-1-14
And here on the macro economic front, GS, Commerz & WF
And here WF
WeeklyEconomicFinancialCommentary_01172014
And finally here if the euro is debased here and now then, in fact, one of the main beneficiaries may be Swiss equity. (Assuming the SNB hold the euro peg).
So here UB on Switzerland
Have a great weekend
Cheers Rich