JPM-Tech Trading FX 18thOct13 “EurUsd Extension Higher to 1.3850 or 1.4010 is Likely”
by on Oct 20, 2013 •Raising the forecast for the eurusd pair to the 1.40 level note! From a purely trading perspective this would be very meaningful for all sorts of instruments. Note as well the short GBP recommendation vs the USD target 1.435, make or break near term level at 1.6175. In light of the Eurusd targets this implies...
CommerzB-Weekly Macro Economics-18th Oct13
by on Oct 20, 2013 •Commerz concurring with the JP team re forecasting the euro to fall back down to the 1.33 level vs the US$ given time. They have extended their range for the pair up to the 1.38 level. A useful report. Commerz-wklymacroecon-18-10-13 Rich
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CS-Weekly Wealth Management – 18th Oct13
by on Oct 20, 2013 •Interesting comment and views from CS wealth management. Their tech team picking up something noted and allocated against a week or so on the forum pages ie the “Stoxx Europe 600 Banks Index with strong technical momentum” contrary to UBS expectation. Long high yield junk, which was another theme from the forum allocations a week...
WF-Weekly Economics – 18th Oct13
by on Oct 20, 2013 •The Wells team below on the latest economic developments post the lifting of the debt ceiling. WF-Wkly-econ-18-10-13
JPM – FX Technical Strat – 18th Oct 2013
by on Oct 20, 2013 •The latest fx report from JP below. They remain fairly US$ neutral to bullish. Forecasts for major pairs for euro to weaken to 1.33 or so. JPY to decline to the 103 level vs US$ and the pound to come off a little. The dollar basket to hold this level. JPM-fx-tech-18-10-13 (From a near term...
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CapSyn-Equity Indexes Technical Analysis – 20th Oct 2013
by on Oct 20, 2013 •Prestonni-TechnicalAnalysis-20Oct13 All the best Rich
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SC Weekly Macro Strategy, Levels & Allocations – 18th Oct 13
by on Oct 18, 2013 •Just off the wires this morning SC’s latest weekly report on global markets inc key levels and their allocation recommendations. SC also taking a bow at their recent performance and allocations. They appear to be getting a bit more bullish, at least euro area wise and staying under weight fixed income. SC-WklyMacroStrat-18-oct13 US$ confusion reigns,...
JPM-EquityUpdate-17thOct13
by on Oct 18, 2013 •JP coming out with an equity research update post the government reopen and debt ceiling extension. unsurprisingly bullish call. jpm-equitytechupdate-16-10-13 Rich
CommerzB-CommodityFX 16th Oct13
by on Oct 18, 2013 •Not a report I have recently watched too closely but given recent price moves its worth starting to watch the commodity fx pairs more closely as well as the commodity indexes and components. Lets see if this DX breakdown holds. If it does these pairs will run. When they move they generally trend for extended...
GS-MacroCharts-Oct13
by on Oct 18, 2013 •Not easy to get our hands on GS reports and when we do you have to read slightly cynically. Having said that this one of the more useful macro reports. GS-MacroCharts-10-13
CommerzB – FX Weekly Technical Analysis – 17th Oct13
by on Oct 17, 2013 •Commerz pouring cold water and siting the 1.367 level as a number have. They expect a stall at this level and they could well be right. Will buyers step forward for the euro at this level? Or more likely will the institutions see an opportunity to roll over the asset allocators and force them to...
JPM-FX-WklyTech-17th Oct 2013
by on Oct 17, 2013 •Released earlier today, even JPM couldn’t directionally second guess what would occur on the eurusd and gbpusd etc. A few hours later and it appears, so far, we do have some answers here to direction. We can add their tech and position on the levels to all the other fx views published this week. It...