Our weekly publication 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.
- Market expectations too optimistic on ECB intervention where a consensus still lacking
- EZ equities bounce faltering, EUR bounce nearing an end, mid-term trend lower
- UK data still dominated by risks rather than hopes, still like long-end of the curve
- Pound vulnerable to shaky fundamentals and political risk, looking to short Cable
- QE3 reflation trade out of steam, look to buy DXY, Gold remains bullish
- S&P500 still has room to test new highs but whole rally fragile, sell strength
This note covers US, UK and European markets for the week commencing September 3rd.
Full report below…
If you enjoyed this note, please consider sharing it!
