I am attempting to strengthen my fundamental knowledge and keep better up to date with economic drivers behind our exchange rate movements.
I am also trying to get a look at Barclays, HSBC, Citigroup, and JPMorgan Chase’s economic forecasts but it seems that they are for clients (Corporate) only.
If anyone has access let me know, I would appreciate having a read.
I know you don’t mean the stuff that anyone can google, but I pasted it anyway. Deutsche became publicly traded in 2001, I wonder if you bought just 1 or 2 shares of stock if that would enable you to recieve the in-house stuff they do. Sorry if this post seems silly, just the first couple of things that came to mind. Hope you do find what you’re looking for.
Deutsche Bank - Global Marketshttps://gm-secure.db.com/welcome.html
World Outlook 2013/14 - Deutsche Bankhttps://www.db.com/en/content/company/headlines_4668.htm
Deutsche Bank Researchwww.dbresearch.com/ - Germany
Westpac (Australia’s largest or second largest investment bank) provides weekly market reports which should be what you are looking for …
http://www.westpac.com.au/about-westpac/media/reports/australian-economic-reports/
And then scroll down and click the first PDF link below the video link… This provides the weekly fundamental drivers for Australia, New Zealand and some of the more key US events (updated every Friday for the week ahead) packaged in a nice format… Westpac and its chief economist, bill evans, provides the best reports I have seen… Routinely predicting correctly interest rate decisions and other key economic releases…
JP Morgan and Wells Fargo also provides similar reports for the Europe region that are publicly available… You can find those with google searches as well.
I would avoid Deutsche Bank and Goldman Sacs economic reports like the plague.
Thanks guys, its a shame I can’t get access to the research sites. Christian, I am a regular reader of Bill Evans commentary but in my opinion Westpac and Bill tend to be too conservative in their judgements of the Australian and global economy, though I agree that the information is good.
What do you have against Deutsche? They have picked some of the recent moves in the Euro and unlike Westpac they have global reach and bank some of the biggest companies in the world. You would be surprised how much the economics teams at banks rely on corp analysts for client info (at least in the commodity space).
But thanks I’ll check JP Morgan and Wells.
Bitters
Having followed Deutsche and Goldman they tend to either overblow the likelihood of black swan scenarios or they are lagging about two weeks behind the information curve… Maybe they’ve got a new team writing their reports now but not that long ago using their reports and analysis as a contrarian signal would have been the only value to reading what they were putting out.
Haha so short when they say long, and long when say they short. Doesn’t matter how you win as long as you win, right!