CS FS Weekly Technical Strategy – 30th Oct13
by on Oct 30, 2013 •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...
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CS Wealth – Monthly Global Strategy – November13
by on Oct 30, 2013 •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...
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NordeaB FX Strat – 29th Oct13
by on Oct 30, 2013 •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
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BarCap-Global Instruments Technicals & Oil Supply Issues – 28th Oct13
by on Oct 30, 2013 •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...
BARCAP-Wkly Macro & Commodities Price Tech 25th Oct13
by on Oct 29, 2013 •BarCap here basically going all in on all asset classes to the end of 2013. A super bullish call this. No matter fixed income, Piigs fixed income, oil, equities, junk, bullion. In summary, put on the blind fold or hand the dart to the chimp, and go all in. BARCAP-WKLYMACROTECH-25-10-13 With Yellen at the FED...
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SC – Global Macro Strat Monthly – Nov2013
by on Oct 29, 2013 •An excellent report. No time to comment on it but a nice walk through this by the private banking team in SC. SC-MonthlyGlobalMarkets-Nov13 Rich
NomuraB – EURGBP EURUSD Technical Price Charts 28th Oct13
by on Oct 29, 2013 •Just a quick update eurgbp. I have to, unfortunately, agree with them that the euro is likely making a move toward the channel resistance at circa 0.87 vs the gbp. The battle for the technical continuation of the cyclical bear vs the gbp has been running for what seems like the last 6 months. Checking...
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DeutscheB Commitment of Traders, Major Instruments – 28th Oct13
by on Oct 29, 2013 •A nice report here which adds another arrow to the technical view on the markets. I like the level of the shorts on WTI, as one example playing into the weak seasonals for the instrument. Purely from a trading perspective if they can be ‘turned over’ these are the sorts of games that traders like...
ScotiaB-FXWklyTech 25th Oct13
by on Oct 29, 2013 •Many participants are neutral here. They are trading small volumes until we get a bit more clarity which way we are heading here. Here Scotia, to an extent, telling us what we already know but nice analysis and puts some meat on the bones technically on the fx pairs. ScotiaB-FX-25-10-13 Rich
SC – FX Wkly Technical Analysis “EURUSD Possible Extension to 1.418” 28th Oct13
by on Oct 28, 2013 •Here below the latest major pairs review from SC. They remain bullish euro short term up to a possible 1.418 level. But they also remain US$ bulls on the more medium term horizon. They are neutral GBPUSD and bearish USDJPY given the crowded net long position near term. Without delay here the report: SC-FXWklytech-28-10-13 All...
CommerzB & WF – Week in Focus – 25th Oct13
by on Oct 27, 2013 •Here the Commerz economic team for the week ahead. Commerz-weeklyecon-25-10-13 And WF, review of the key data and a look ahead WeeklyEconomicFinancialCommentary_10252013 Rich
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CS – FX Technical Weekly – 23rd Oct 13
by on Oct 27, 2013 •Apologies for the late update on this report. I’ll be quicker on this week’s release. CS questioning whether the US$ ‘golden goose’ has been killed but coming down on the US$s side. CS-FX-wkly-23-10-13 They haven’t been proved wrong by price as yet but some of their calls are be questioned here. “We expect the euro...