Many reports here, playing catchup:
And here CS with their European views:
And here CS on the UK macro backdrop:
And here Cs on the EM macro issues:
And here CS with their macro views..
And here CS macro quarterly update:
And here CS with their macro equity and macro trade views:
And here CS Wealth MM weekly:
And hereon the credit markets:
And here belatedly (though many of the charts as they are there a week later, note):
And here JP Asia on equity themes:
And here again
And here again
And here specifically on the Asian banks. (Better nos from Chinese banks over night though it didn’t help the Shanghai Index, Nikkei bouncing but a long way from her highs).
Many many technical analysis reports to come later today.
Cheers Rich