Companies / Economics / Emerging Markets / Entries/Exists / Fixed Income / Fundamental Indicators / FX / Indexes / Markets / member / Property / Technical trading
“MM” EM & Asian Focus – JP, Sch – 08th Jan14
by on Jan 10, 2014 •The EM markets badly under performed for 2013 here some reports from the JP team covering the year passed and the year ahead for EM and Asian markets from a macro and then dropping down into specific tactical picks. Commercial property is a significant weighting of asset allocators. Note the rec from JP for Sun...
Commodities / Companies / Economics / Emerging Markets / Entries/Exists / Fixed Income / Fundamental Indicators / FX / Indexes / Markets / member / PMs / Technical trading
Weekly Technical Analysis – “Rotation Bonds & Commodities into Equities, The New Mega Trend” 07Jan14
by on Jan 8, 2014 •Here below please find the latest Swiss team’s technical report. As its their first technical report for 2014 its a nice review of the year past and attempts to sign post where we have come from and we are going on their cyclical road maps. Its an exceptionally thought provoking and therefore meaningful medium and...
Commodities / Companies / Economics / Emerging Markets / Entries/Exists / Fixed Income / Fundamental Indicators / FX / Indexes / Markets / member / PMs / Technical trading
“MM” Reports (Inc FI & FX) CS,JP,TD,CB – 03 Jan13
by on Jan 5, 2014 •Some of the institutions issued new reports as of Friday. Many firm’s research desks have remained closed until tomorrow or in some cases Tuesday. Here are the latest reports for the first complete week back in the new year 2014. Here the outstanding ‘mm’ report from CS to kick things off. cs-mm2-23-12-13 Here from JP...
Commodity Outlooks SC,ANZ,D,MG,JLT – 2014
by on Jan 5, 2014 •Its been a wonderful holiday season but its time again to get back down to work. As the first post for 2014 lets start with the great under performer of the last few years. Namely commodities! SC-Commodites-2014 ANZ-Commoditiesoutlook14 D-miningoutlook14 Mcguarie-agri-outlook14 LBMA-Outlook14 And here some geopolitical outlook for 2014 which, depending on what occurs, can affect...