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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.

  • ECB’s OMT plan a significant step thanks to prospects for ‘unlimited’ support
  • EZ equity break dents bear case in the s/t, still sceptical of EUR bounce
  • Unwind of Jubilee a positive s/t kicker for UK data, overall trend still weak
  • Pound vulnerable to shaky fundamentals and political risk, looking to short Cable
  • Payrolls might be the QE3 ticket, but look to buy DXY dips, Gold bullish
  • S&P500 rally building surprising steam, move through 1,440 would reinforce bulls

This note covers US, UK and European markets for the week commencing September 10th.

Full report below…

 

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