Hades Weekly Macro & Market Strategy 10 09 12
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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