Our weekly publication offers clients a recap of the past seven days, insight into which data and events has the potential to move markets in the week ahead, an update on the more interesting chart developments and concludes with a summary of our core strategy views.
- EZ economic fixes to remain insufficient, regional equities vulnerable, dislike DAX
- UK data showing EZ drag. More QE pending despite ECTR, scale the question
- 30-year Gilts look cheap vs. curve but now neutral on RV basis, persist with flattener
- Weak US data becoming de rigueur, QE expected watch the jobs data
- S&P 500 backed off from 1,358 resistance but consolidation looks likely near-term
- USD/JPY looking to tackle 80.59/60, Nikkei already has plenty of room to catch up
This report covers US, UK and European markets for the week commencing June 25th.
Full report below…
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