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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’ to remain just that while periphery yields look tolerable
  • EZ equity run could extend but EUR’s corrective bounce reaching its limit
  • UK data remains constructive for now, market buying into improvement
  • Pound vulnerable to political risk, prefer USD, still waiting for signal to short Cable
  • US data improving, election noise should distract from fiscal cliff worries near-term
  • S&P500 remains bullish, pre-crisis highs at 1,576 in play while market holds 1,422

This note covers US, UK and European markets for the week commencing October 8th.

Full report below…

 

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