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May the US continue to spend, with foreign investors’ blessing
Societe Generale, review on US Government spending
 
Royal Bank of Scotland, review of Spain's economic crisis
 
Review and estimates of global company earnings reports
 

Societe Generale Report, on Euro Bailout

CS Lifts year end S&P Forecast to 1,270 (see p.7)
 
When equities are up >50% yoy they tend to pause for 3-6 months, and then go up further
 
12 Month View/MacroEconomic View/Asset Allocation
 
Morgan Stanley - European Strategy
Tactical Caution within the ongoing cyclical bull market
 
Monthly Analysis of Economic and Financial Market Developments –  March 2010
 
Aggregate of UBS analysts bottom up forecasts for European Companies
 
Economic evaluation of the crisis and future of Europe
 
Threadneedle give a positive, but lower than average, outlook for US growth
 
Economic and Foreign Exchange research and forecast on the Eurozone
 
A report of the levels of risk appetite currently in the financial markets
 
GS review which sectors of the economy are likely to perform in 2010
 
GS review the general economic outlook for the european economy in 2010
 
Global Equity Outlook - Section on Domestic Spain (p.182) - Credit Suisse
Recap of 2009 and Forecast for 2010 for Global equities
 
JP Morgan 2010 - US Year Ahead
US markets in 2010. Macro, Financial, Health Care, Media, Technology etc.
 
Global FX Strategy 2010 - JP Morgan
A review of the currency markets in 2010, including recommended trades
 
A review of where 684 Hedge Funds are putting their cash
 
European Equity Strategy 2010 - Deutsche Bank
Predictions for 2010 European economies, including target stock prices
 
Reivew of the world markets in Q1 2010 - Including Currencies and Bonds
 
A comprehensive forecast for the worlds economies in 2010
 
10 Things that could suprise in 2010 - Credit Suisse - Global Equity Strategy
Currencies, commodities, equities, economies.
 
Detailed sector analysis of 2010 inc. property, retail, oil&gas, banks, autos etc.
 
Plausible Scenarios that the market is underpricing
Financial Market Reports
To the left are a selection of financial market reports. These are generally produced by the major investment banks, and include their views on world finance. The coverage is very broad. Some include detailed analysis on Spain.
 
The report will open in a new window, and can be viewed via google docs online viewe. Or alternatively righ-click the link to open in new tab.
 
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