A macro-regime based momentum strategy may be a good way to take advantage of a strategic bull market in Japanese equities, according to Zhen Wei at J.P. Morgan in Hong Kong.
Marko Kolanovic, Global Head of Derivative and Quantitative Strategies at J.P. Morgan Securities, discusses the asymmetric impact of asset price moves on CTA allocations.
Despite the recent rally, there is a lack of momentum in the Russell 2000, according to Andy Dodd, Head of Technical Research at Louis Capital Markets.
US and European equities are rolling over, according to Chris Williams, Senior Broker at Newedge, and this will provide good opportunities to buy.
Walter Zimmermann, technical analyst at United-ICAP, weighs up the bullish and bearish cases for the equity indices of Southern Europe.
Support at 1.2199 and 1.2112 will attract buying interest for another attempt to push higher, according to George Davis, Chief FIC Technical Analyst at RBC Capital Markets.
EURUSD is back up above the cloud on Ichimoku charts and is making a bullish recovery, according to David Linton, Chief Executive at Updata.
Brent Crude is trading sideways in line with seasonal expectations but the probability of risk is downward, according to David Linton, Chief Executive at Updata.
Peter Lee, Chief Technical Strategist at UBS in New York, gives his technical outlook for 70 large cap stocks.
On 17 September the Fed will hike the Fed funds rate by 25 bps, according to BofA Merrill Lynch Global Research. The bank’s chief investment strategist, Michael Hartnett, looks at what might be an appropriate asset allocation response.