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BofA RIC Report : Passive investing at critical mass
The RIC Report from BofA updates are available to our regular subscribers. Subscribe here or get a one week trial. The RIC Report Outlook from BofA: where are the customers’ killer apps? The bull case for equities looks stronger: profits growth is broadening as 89% of stocks are expected to have positive EPS by Q4 and the ISM […]
US Weekly Kickstart Report from Goldman Sachs
Goldman Sachs US Weekly Kickstart updates are available to our regular subscribers. Subscribe here or get a one week trial. Looking ahead after 4Q 2024 earnings season S&P 500 companies demonstrated healthy corporate fundamentals during 4Q 2024. Aggregate EPS grew 12% year/year, beating the consensus expectation of 8% growth at the beginning of reporting season. The median stock […]
FX Fair Value Model from Credit Agricole
Try FXWatcher subscription for one week and gain access to a variety of institutional markets research FAST FX Fair Value model suggests to buy USD/CAD The FAST FX fair value model made 0.77% last week being long EUR/USD. The volatility caused by US President Donald Trump’s tariff announcements has triggered a long USD/CAD trade this […]
BofA Global Fund Manager Survey – July 2024 Update
“In Soft We Trust” Preview of the latest BofA Global Fund Manager Survey report (July 2024) Try FXWatcher subscription for one week and gain access to a variety of institutional markets research What’s inside this report? Some extracts from the report are shown below: July 2024 BofA Global FMS takeaways Bottom line: FMS investors remain […]
Dollar Skyrockets Following US Inflation
The COVID-19 pandemic has caused an economic downturn in numerous countries, including the U.S. While America has seen recovery in certain respects, The Guardian remarked that there is also inflation occurring in the US, with the prices of consumer goods having risen at an annual rate of 6.2% in October. Meanwhile, the core rate of goods that […]
Goldman Sachs Top of Mind: Europe at a Crossroads
Allison Nathan, Editor at Goldman Sachs and Co. LLC : “Europe’s forceful pandemic response, including an unprecedented program of fiscal risk sharing, combined with a new ruling coalition in Germany that’s likely to break from the fiscal conservatism of the Merkel era, looks set to put the Euro area on a path towards increased integration, […]
EURCHF Analysis from HSBC
EURCHF currency pair analysis presented by Dominic Bunning – Head of European FX Research at HSBC Bank.
Morgan Stanley Sunday Start Weekly Report
A Weekly publication from Morgan Stanley covering all major upcoming global macro events and a summary for the past week.
US Dollar Predictions 2021 from Two Investment Giants
In this article we are presenting some extracts from investment banks’ research with US dollar predictions 2021, currency market analysis and forecasts for this year, including views from HSBC and J.P.Morgan. HSBC: USD Outlook: Waiting to board The USD has been speeding ahead this year, leading many to question whether they are on the wrong […]
J.P.Morgan Forex Forecast 2021
J.P.Morgan Key Currency Views – USD more than just a one quarter wonder G10 FX continues to be driven by USD-supportive interest rate divergence, while EM has enjoyed stable US real yields and stronger global growth over the past month, punctuated with a series of idiosyncratic events. Biden’s fiscal plans and focus on Treasury supply […]