Monthly archive October, 2013
by
prestonni
on
Oct 12, 2013 •
Here the latest Wells Fargo economic reports on the macro economic major trends and forecasts. Weekly: WeeklyEconomicFinancialCommentary_10112013 Monthly: MonthlyEconomicOutlook_10092013 Rich
by
prestonni
on
Oct 12, 2013 •
An excellent report combining macro and tech. Some of the pairs like the usdjpy could see a trend emerge from the ongoing wedge that needs resolution. With the BOJ doubling Japanese money supply in the next 12 months my trading bias remains short the jpy. I’ve been putting on and off that trade as events...
by
prestonni
on
Oct 12, 2013 •
SBank have a reputation to keep in the commodities space. Their latest quarterly is pretty bearish. The secular commodities bull is being called into question here with the 2011 highs mostly lower than their 2007 highs and the cyclical continuation running deeper and longer than most commodity participants anticipated. There is nothing on the horizon...
by
prestonni
on
Oct 12, 2013 •
Here a new report from HSBC’s global research team. I like this report. Its not a technical report but it is a very thought provoking report. They nicely and properly include the bullion within their global fx view. Contrary to what Ben thought Gold is a currency class all by it self which HSBC appear...
by
prestonni
on
Oct 12, 2013 •
Here yet another report from the professionals on the UK with some accompanying FX forecasts. Summary Nordea: In spring the recovery was seen as the slowest in 100 years. Now, PMIs are the highest on record. In spring Governor Carney was the dove above doves. Now, he sees no need for more QE and is...
by
prestonni
on
Oct 12, 2013 •
Commerz-WklyMacroEcon-11-10-13 Not a bad report covering the macro and outlining some key levels across the various asset markets. All the best Rich
by
prestonni
on
Oct 12, 2013 •
Here the usual excellent observations from the wealth man team of CS in Zurich. CS-Wkly-WealthMan-11-10-13 Rich
by
prestonni
on
Oct 12, 2013 •
Here a new regular report care of new vip. Many thanks to you know who you are. Comments to follow but as general comment, their report reflects the current total confusion in the market across the major pairs.. eg JPY, USD, EUR and GBP. JPM-FX-11-10-13 Rich
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prestonni
on
Oct 12, 2013 •
The usual excellent report from the SChartered private high net worth banking team. A mix of macro and tech across the major asset markets. SC-WklyMktview-11-10-13 rich
by
prestonni
on
Oct 12, 2013 •
The usual good report from SC. SC-FXwkly-08-10-13
by
prestonni
on
Oct 12, 2013 •
Here a reasonable report from the Barcap team on the macro econ front. Barcap-QuarterlyMacro-FocusEurope-Q413 I must say its the usual tinted optimistic view on the Euro economy. After 4 long years, its true, the de-leveraging cycle seems to at least be pausing in the euro area but at what stage in the global business cycle...
by
prestonni
on
Oct 12, 2013 •
Commerz-Wklytech-Multimarket-10-10-13 Where they site technical weakness which has subsequently reversed read as technical strength and momentum! “From failed moves come fast moves” will pay you handsomely over the years. All the best Rich