Capital: A principal, investment, money, assets, labour, stock, property, a store of value larger or more prominent; it may also suggest preeminence or excellence; capital letter, idea, virtue. Synthesis: A complex whole made up of a number of parts united; the act of combining separate ideas, beliefs, styles; a mixture or combination of ideas, beliefs, styles.
Monthly archive October, 2013

CommerzB-Commodity FX Tech Weekly – 30th Oct13

by on
The usual excellent Commerz weekly technical report on the commodity fm pairs. Here the report: CommerzB-CommodityFX-30-10-13 rich  

CS FS Weekly Technical Strategy – 30th Oct13

by on
The usual excellent CS weekly fx strategy report with a big focus on a bounce back for the US$ vs the euro. They present the weak euro fundamental data we already know about. Technical support for the DX here. They are bullish the US$, see an over valuation for the Euro and expect a significant...

CommerzB FX Weekly Strat 30th Oct13 – EURUSD “1.40 Risk of Failure High” & GBPUSD “Risks to Downside”

by on
Good report hitting the key trades at present and their tech view, strat and levels. Commerz-fxstrat-30-10-13 Rich

JP-FXDaily-30th Oct13

by on
Here JPM on the daily report. Like JP i’m also involved in fishing for gbp weakness here. JP in the trade and aiming for the next cyclical trend. In their sights, and others, is weakness in the GBP. As they acknowledge the trend is not there yet but they are fishing and the trade has...

CS Wealth – Monthly Global Strategy – November13

by on
Good report here from CS Wealth. No surprise to hear some participants calling the bottom in 2009 the start of a new secular bull market for equities! When more participants start making this call it will certainly be a good contrarian indicator. Its a consensus view with calls for more compression on high yield, out...

WF – Fundamental Review – PPI, ConConf, CPI & IP – 29th Oct13 – “Could We Be Wrong?”

by on
Ahead of the announcement by the FED. There is a lot of market comment from industry gurus e.g. the comments from Blackrock’s CEO and PIMCO’s CEO advocating an immediate FED taper. Here below I strongly suggest there will be no Fed taper forthcoming as the data is in fact moving in other direction. We have...

CommerzB – Bullion Weekly Tech – 29th Oct13

by on
Its Fed day and we see the Bullion and FX at some key levels here. The Commerz technical report here below and the team wanting to see a clear break of 1359 gold bullion and 23.14 on silver. The Silver chart has distributed recently. If she breaks above this resistance she should move with momentum...

NordeaB FX Strat – 29th Oct13

by on
Here Nordea with a well reasoned more fundamental based report inc some price work. Its not a bad read and some they pick up nicely on the macro issues surrounding the NOK. Here: Nordea-fxwklystrat-29-10-13

BarCap-Global Instruments Technicals & Oil Supply Issues – 28th Oct13

by on
Here a nice traditional price technical round up by the tech team at BarCap. Barcap-wklyglobaltech-28-10-13 To counter the above tech bearish view on WTI, post the likely near term bounce, here a Barcap, more bullish, fundamental perspective re the troubles in supply from Libya and Iraq, released yesterday. barcap-oil-fundamentals-28-10-13 Last week, sector wise the European...

JPM-Wkly FX Technicals 28th Oct13 – “GBP on the Brink”

by on
Its amazing how quickly the vultures circle. The GBP is back on the menu vs the USD and EUR here. Participants need a target and a trend to ride. With so many loosening UK announcements from the BOE as well its government in recent weeks and with its money supply expanding quickly its clear the...

BarCap-FX Quantitative Weekly Report – 28th Oct13

by on
Below an outstanding Barcap report in which they run through the output from the latest data of their proprietary “quantitative analysis” expert system model. Much of these models were originally developed the Lehmans Brothers teams in the US which Barcap have continued. Their model highlights the under valuation of the EUR vs the GBP. Putting together...

SGeneral & CommerzB – Weekly FX Technicals – 28th Oct13

by on
A good price technical report here. Plays in to the themes we have witnessed across participants at present. Part of the jigsaw. SGeneral-WklyFXTech-28-10-13 And here Commerz on their weekly as regards to the major crosses with the major em fx instruments. Commerz-wklyemfx-28-10-13 Rich
This blog is monetized using Are-PayPal WP Plugin