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- Aws1962 replied Sep 23, 2014
Big Deutsche bank piece for the last 3 months of the year in FX, enjoy.
- Aws1962 replied Jul 31, 2014
Emailed out just now... but posting here also webinar today at the usual time, looking forward to it (here url ) at 1700GMT BNP Paribas: COMMODITY CCYS => CAD GDP out this am with market expecting 0.4%. I have reduced long USDCAD position into ...
- Aws1962 replied Jul 26, 2014
It might have been the largest drop in CPI since 2008, but it doesn't matter in the slightest... some perspective on it. It is so close to 2% that it really is of no concern if it misses by 0.1% etc etc Here is some reports on that CPI, two from ...
- Aws1962 replied Jul 26, 2014
aforementioned DB piece from last week on EUR flow. figure 2 is the interesting one.
- Aws1962 replied Jul 22, 2014
I'm not a particularly big fan of JPM tech team, but here ya go anyway.
- Aws1962 replied Jul 14, 2014
Some pieces from this morning.
- Aws1962 replied Jul 11, 2014
I *dont* work at MS, they just happen to have put a note out that was *very* similar to what I wrote about... hehe, MS' fair value model is 1.1021. So different to me.
- Aws1962 replied Jul 11, 2014
Weekly strategy notes from -HSBC -BNP Paribas -Societe Generale -Bank Of America -Citi -Morgan Stanley Enjoy! { copyrighted attachment deleted by staff }
- Aws1962 replied Jul 9, 2014
Citi Strat Englander on FOMC
- Aws1962 replied Jul 9, 2014
BofAML EMEA SALES' TOP TRADE IDEAS 1) FX: Buy 3mth GBP/$ 1.6700 vanilla put 2) Rates: Buy 2y1y BTPS vs. Germany 3) Credit: Cheap hedge for BESPL / peripheral "jump" risk in Europe 4) Equity: Buy NKY Sep14 / Dec14 16,000-17,000 call spread. 5) ...
- Aws1962 replied Jul 9, 2014
Morgan stanley / Credit Suisse / BAML's trade recos and thoughts for the day. p.s. my mailing list is now on 30, more are very much welcome!
- Aws1962 replied Jul 9, 2014
Some traders thoughts...
- Aws1962 replied Jul 8, 2014
They were out with a sell reco y'day, but this was from the Tech desk (curry - he has an awful track record btw) He reiterated his call today, so that might be the recording. Here is the inital piece from BAML
- Aws1962 replied Jul 8, 2014
Interesting EURUSD piece from UBS yesterday, worth a read I would say regardless of your opinions of banks. (anyone want access to this stuff, just msg me and I'll put you on my mailing list)
- Aws1962 replied Jul 8, 2014
Bank of America spot desk notes Unicredit notes RBS sterling weekly note
- Aws1962 replied Jul 7, 2014
Hey guys, never posted here before, but here goes. My very quick thoughts on the GBP... It's clearly heavily bought (3 month 25 delta risk reversals close to 0) and banks desk are noting clients are heavily long. from BNP: GBP & POSITIONING Our ...
- Aws1962 replied Jul 7, 2014
Goldman and Citi FX desks traders notes for the day edit* and morgan stanley's and commerzbank { copyrighted attachment deleted by staff }
- Aws1962 replied Jul 6, 2014
And as stated in the intro piece, anyone wanting sell-side commentary and notes, just ask... I'll try and upload a sample here - BAML econ, Credit suisse techs, BNPP weekly Fx, Goldman Sachs technicals I have a mailing list so its no problem if ...
- Posts by Member Search: 'Aws1962'