WELLS FARGO – US CONSUMER SPENDING H1 & H2 FORECASTS..
by on Aug 26, 2013 •Today’s consumer round up from WF. Steady as she goes really. Trends_in_Consumer_Spending_2013_09032013
CREDIT SUISSE – JAPAN – 28-08-13
by on Aug 26, 2013 •Japan is increasingly important as a potentially interesting nominal growth asset market.. Here a CS report on japan just in. CS-Japan2-28-08-13
Commodities / Economics / Emerging Markets / Entries/Exists / Fixed Income / Fundamental Indicators / FX / Indexes / Markets / PMs / Property / Technical trading
Weekly FX Technical Analysis, Macro Comments & Bullion Technicals
by on Aug 23, 2013 •There is one story dominating everything at present namely: To taper or not to taper? I’m very tempted to think this is a premature question as the FED is currently monetizing 85bn of securities a month and simply a taper of 25bn or less aimed at the short end of the yield curve could be...
Commodities / Companies / Economics / Emerging Markets / Entries/Exists / Fixed Income / Fundamental Indicators / FX / Indexes / Markets / PMs / Technical trading
Weekly Technical Analysis – “S&P500 Top in Place, Over sold on the Near Term”
by on Aug 20, 2013 •Its that time of week again for a barrage of technical market reports and comments. First up here the weekly market comments from SC: SC-WklyMkt-View-16-August-2013 Over weight US equities and European equities and US$ high yield.They repeat their rational which is leaves the door open for a continuation of near term technical weakness. “Recent earnings...
Commodities / Emerging Markets / Entries/Exists / Fixed Income / Fundamental Indicators / FX / Indexes / Markets / PMs / Technical trading
Weekly Technical Analysis – “S&P500 Still Holding 1685”
by on Aug 14, 2013 • The swiss team’s latest report is below. There is some caution in their latest report. They have opened the door to adjusting their model dependent on potentially “game changing moves” in the metals to Europe. To my mind this is all part of the summer heat. Summer trading days are there to confuse the...
In Focus: The UK
by on Aug 11, 2013 •Headlines wise its been a strong quarter for the UK and an out performance in terms of economic surprises. The UK is suddenly leading the pack with a rapid expansion in domestic growth. The latest data releases last week inc services growth which expanded at the fastest pace in over 6 years.Manufacturing growth last week...