We are still, just, in the European Summer, at least. Traders are drifting back to their desks and we can see volatility is starting to rise again, at least outside of the major US equity markets.
The Swiss team remain on holiday until the 16th so here another brief update. Back to it soon enough.
Firstly, here the Fitzpatrick regular
Here the usual AG report
Here the CS investment monthly for sept
Here the cs fx weekly
And here a cs fx tech piece
And here a JP FX Strat doc
Faber picked up some SGD reits in his latest report. He is more bullish Asia than the ‘bubble like’ US. I’ll put up some analysis of the s-reits shortly from the majors.
All the best
Rich