tag:blogger.com,1999:blog-58036924183121926002024-11-01T01:02:30.821-07:00Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comBlogger213125tag:blogger.com,1999:blog-5803692418312192600.post-11308691759032312652012-09-02T14:50:00.001-07:002012-09-02T14:50:06.019-07:00<div class='posterous_autopost'>European Equity: Risks vs. Opportunities :  <a href="http://f.doctm.com/e8bf9cf0/1309111.pdf">http://f.doctm.com/e8bf9cf0/1309111.pdf</a><p /><div>Global: Energy: Oil Services : <a href="http://f.doctm.com/5d9befec/875.pdf">http://f.doctm.com/5d9befec/875.pdf</a></div> <p /><div><div>“When in doubt pay it out” – uncertain consumer but certainty on capital allocation : <a href="http://f.doctm.com/fed20662/131.pdf">http://f.doctm.com/fed20662/131.pdf</a></div></div><p /> <div>USA: Bernanke Makes Case for Effectiveness of Unconventional Easing : <a href="http://f.doctm.com/50592964/Goldman.pdf">http://f.doctm.com/50592964/Goldman.pdf</a></div><p /><div>US Economics Analyst : <a href="http://f.doctm.com/f102421b/087.pdf">http://f.doctm.com/f102421b/087.pdf</a></div> <p /><div>GS CommTech Weekly : <a href="http://f.doctm.com/2471df87/123.pdf">http://f.doctm.com/2471df87/123.pdf</a></div></div>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-38927106751169369672012-09-02T14:46:00.001-07:002012-09-02T14:46:52.337-07:00<div class='posterous_autopost'>Global Data Watch : <a href="http://f.doctm.com/fcda380e/340.pdf%20Global%20Data%20Watch">http://f.doctm.com/fcda380e/340.pdf </a><p /><div>China: NBS manufacturing PMI eased to 49.2 in August;economic momentum still soft in the near term : <a href="http://f.doctm.com/e347ed29/349.pdf">http://f.doctm.com/e347ed29/349.pdf</a></div> <p /><div>Agriculture Weekly : <a href="http://f.doctm.com/ae39f545/195.pdf">http://f.doctm.com/ae39f545/195.pdf</a></div><p /><div>Global Metals &amp; Mining : <a href="http://f.doctm.com/0f81047d/024.pdf">http://f.doctm.com/0f81047d/024.pdf</a></div> <p /><div>IMM Update : <a href="http://f.doctm.com/1b9e219c/191.pdf">http://f.doctm.com/1b9e219c/191.pdf</a></div><p /><div>Global Data Watch : <a href="http://f.doctm.com/fcda380e/340.pdf">http://f.doctm.com/fcda380e/340.pdf</a></div> <p /><div>Natural Gas Data Flash: Focus squarely on drilling, production : <a href="http://f.doctm.com/3ee09cbd/161.pdf">http://f.doctm.com/3ee09cbd/161.pdf</a></div><p /><div>The J.P. Morgan View : <a href="http://f.doctm.com/2fbc00b7/135.pdf">http://f.doctm.com/2fbc00b7/135.pdf</a></div> <p /><div>US Equity Strategy FLASH : <a href="http://f.doctm.com/89ea1788/118.pdf">http://f.doctm.com/89ea1788/118.pdf</a></div><p /><div><div>Outlook: A busy September may not be a decisive one : <a href="http://f.doctm.com/7008c459/122.pdf">http://f.doctm.com/7008c459/122.pdf</a></div> </div><p /><div>Commodity Markets Outlook and Strategy : <a href="http://f.doctm.com/008cafce/345.pdf">http://f.doctm.com/008cafce/345.pdf</a></div></div>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-27082887836978349272012-09-02T14:39:00.001-07:002012-09-02T14:39:05.248-07:00<div class='posterous_autopost'><div>UBS Investment Research : Weight Watcher : <a href="http://f.doctm.com/87adb2df/WW310812.pdf">http://f.doctm.com/87adb2df/WW310812.pdf</a></div><p /><div><div>UBS Investment Research : Macro Keys : <a href="http://f.doctm.com/e63f1423/MK310812.pdf">http://f.doctm.com/e63f1423/MK310812.pdf</a></div> </div><p /><div><div>UBS Investment Research : FX Comment : <a href="http://f.doctm.com/71184038/FXC310812.pdf">http://f.doctm.com/71184038/FXC310812.pdf</a></div></div><p /><div><div>UBS Investment Research : European Weekly Economic Focus : <a href="http://f.doctm.com/030d67c3/EWEF310812.pdf">http://f.doctm.com/030d67c3/EWEF310812.pdf</a></div> </div><p /><div><div>UBS Investment Research : UK Rates Weekly : <a href="http://f.doctm.com/028a7de5/105.pdf">http://f.doctm.com/028a7de5/105.pdf</a></div></div></div>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-55916905238038341162012-09-02T14:34:00.001-07:002012-09-02T14:34:25.713-07:00<div class='posterous_autopost'><div>Global Economics : Weekly Calendar and Forecasts : <a href="http://f.doctm.com/83fc4019/mtb88040.pdf">http://f.doctm.com/83fc4019/mtb88040.pdf</a></div><p /><div><div>Korea Data Release : Exports Remained Weak in August : <a href="http://f.doctm.com/07f22b3e/mtb88169.pdf">http://f.doctm.com/07f22b3e/mtb88169.pdf</a></div> </div><p /><div>U.S. Data Watch : <a href="http://f.doctm.com/a7bc8e57/mtb88033.pdf">http://f.doctm.com/a7bc8e57/mtb88033.pdf</a></div></div>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-51898301865181651532012-08-24T02:22:00.007-07:002012-08-24T02:22:58.343-07:00<a href="http://f.doctm.com/bd64bd34/1415131111.pdf">Where to Invest Now GS</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-31023793329682820192012-08-24T02:22:00.005-07:002012-08-24T02:22:43.637-07:00<a href="http://f.doctm.com/777d0724/11197806.pdf">Greece in the next few weeks baml</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-33747213562405513452012-08-24T02:22:00.003-07:002012-08-24T02:22:26.607-07:00<a href="http://f.doctm.com/85029792/SEU4YU3Y.pdf">Euro Area: Sovereign Debt Crisis Update<br /> Continuing round of meetings on Greece</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-63160062026429162892012-08-24T02:22:00.001-07:002012-08-24T02:22:08.326-07:00<a href="http://f.doctm.com/c866a181/12314114.pdf">JPY: Chasing Japanese money in<br /> Uridashi market</a>:Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-11380370616703091042012-08-24T02:21:00.001-07:002012-08-24T02:21:30.021-07:00<a href="http://f.doctm.com/6622c946/oil.pdf">PETROLEUM POLITICS AND ECONOMICS<br /> It’s a monster: The Q3 tightening of oil $barclays</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-27767198757914644692012-08-18T06:39:00.001-07:002012-08-18T06:39:30.968-07:00<div class='posterous_autopost'><div><a href="http://f.doctm.com/fbf2a70d/333333333.pdf">http://f.doctm.com/fbf2a70d/333333333.pdf</a> </div><p /><p /><div>SUJETS : </div><p />- The UK Post Olympics <p /><div>- UK GDP Data Continues to Raise Huge Questions</div><p /><div>- And We Can Manufacture and Export.  </div> <p /><div>- Things That Need to Improve to Help. </div><p /><div>- Matters Euro Area.</div><p /><div>- Finland’s GDP Weaker than the UK’s in Q2. </div><p /><div>- Ryan Running Mate Stirs Up the US Election Race. </div> <p /><div>- Japan Creeping Into Focus.</div><p /><div>- China and Macro Policies.</div><p /><div>- Brazil Stimulus.</div><p /><div>- The Middle East and Oil.</div></div>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-55213546218479310082012-08-18T06:35:00.001-07:002012-08-18T06:35:33.232-07:00<div class='posterous_autopost'>Morgan Stanley :  European Eco Weekly <a href="http://f.doctm.com/fdf4d12b/mtb87034.pdf">http://f.doctm.com/fdf4d12b/mtb87034.pdf</a><p /><div>Goldman Sachs : UK Weekly Kickstart <a href="http://f.doctm.com/ed814ae6/13564606.pdf">http://f.doctm.com/ed814ae6/13564606.pdf</a></div> <p /><div>Goldman Sachs : China Weekly Kickstart <a href="http://f.doctm.com/f8c59e4e/14312222.pdf">http://f.doctm.com/f8c59e4e/14312222.pdf</a></div><p /><div>Barclays : Commodities Weekly <a href="http://f.doctm.com/bae49605/CommoditiesWeekly.pdf">http://f.doctm.com/bae49605/CommoditiesWeekly.pdf</a></div></div>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-39019970392315856642012-08-17T04:28:00.001-07:002012-08-17T04:28:22.483-07:00<a href="http://f.doctm.com/e712ab56/20120816.pdf">China Economics MS</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-47213552003260097162012-08-17T04:27:00.001-07:002012-08-17T04:27:14.610-07:00<a href="http://f.doctm.com/2c4d2e5e/FXWeekly1608.pdf">FX Weekly: #USDJPY – Déjà Vu</a>:Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-75905051908342867072012-08-17T04:26:00.001-07:002012-08-17T04:26:59.703-07:00<a href="http://f.doctm.com/bc681127/US1608.pdf">US #Election 2012<br /> #Equity and #Quant Strategy $baml</a>:Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-48738595971473462112012-08-16T03:15:00.001-07:002012-08-16T03:15:07.774-07:00<a href="http://f.doctm.com/67f3be64/KL43.pdf">Euro Area: Sovereign Debt Crisis Update<br /> &nbsp;citi</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-90358577628406325002012-08-16T03:14:00.005-07:002012-08-16T03:14:49.656-07:00<a href="http://f.doctm.com/83f396f2/mtb86783.pdf">EURUSD to Extend Rebound MS</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-91908358621508397242012-08-16T03:14:00.003-07:002012-08-16T03:14:29.904-07:00<a href="http://f.doctm.com/47974118/takes.pdf"><br /> The ECB’s limited and conditional lending is<br /> not “what it takes” barclays</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-12978568166783241002012-08-16T03:14:00.001-07:002012-08-16T03:14:07.294-07:00<a href="http://f.doctm.com/4e8aba9f/ahead.pdf">GAS AND POWER KALEIDOSCOPE<br /> Demand surprise ahead? $barclays</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-30943228850819866062012-08-16T03:13:00.001-07:002012-08-16T03:13:45.728-07:00<a href="http://f.doctm.com/3ff0f5a9/922255.pdf">Overnight #Coal<br /> Daily Update - ALERT</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-83255337369425098092012-08-14T03:30:00.001-07:002012-08-14T03:30:21.573-07:00<a href="http://f.doctm.com/11bb169f/nM.pdf">Euro Area: Sovereign Debt Crisis Update #citi</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-10706170354505679562012-08-14T03:11:00.001-07:002012-08-14T03:11:42.960-07:00<a href="http://f.doctm.com/d9f2be53/Lanuageux.pdf">LA SEMAINE #barclays en Francais</a>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-2290804690446281422012-08-10T10:53:00.001-07:002012-08-10T10:53:32.925-07:00<div class='posterous_autopost'>European Eco Weekly :  <a href="http://f.doctm.com/e6f10015/mtb86489.pdf">http://f.doctm.com/e6f10015/mtb86489.pdf</a><p /><div>Agriculture Comment : <a href="http://f.doctm.com/65d93b76/mtb86491.pdf">http://f.doctm.com/65d93b76/mtb86491.pdf</a></div> <p /><div>U.S. Data Watch (Calendrier semaine prochaine) : <a href="http://f.doctm.com/1d103194/mtb86494.pdf">http://f.doctm.com/1d103194/mtb86494.pdf</a></div></div>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-22556292685262902272012-08-10T10:48:00.001-07:002012-08-10T10:48:30.962-07:00<div class='posterous_autopost'>COMMODITIES WEEKLY :  <a href="http://f.doctm.com/922936a7/CommoditiesWeekly.pdf">http://f.doctm.com/922936a7/CommoditiesWeekly.pdf</a><p /><div>THE EMERGING MARKETS WEEKLY : <a href="http://f.doctm.com/16c571bb/Thetime.pdf">http://f.doctm.com/16c571bb/Thetime.pdf</a></div> <p /><div>PETROLEUM POLITICS AND ECONOMICS : <a href="http://f.doctm.com/b6aac349/Petroleumhigher.pdf">http://f.doctm.com/b6aac349/Petroleumhigher.pdf</a></div><p /><div>MARKET STRATEGY AMERICAS : <a href="http://f.doctm.com/dca5906a/Marketshift.pdf">http://f.doctm.com/dca5906a/Marketshift.pdf</a></div> <p /><div>GLOBAL RATES WEEKLY : <a href="http://f.doctm.com/dd48975d/Globalcrises.pdf">http://f.doctm.com/dd48975d/Globalcrises.pdf</a></div><p /><div>EMERGING MARKET FLOWS SNAPSHOT : <a href="http://f.doctm.com/5ef5a9b5/EmergingSnapshot.pdf">http://f.doctm.com/5ef5a9b5/EmergingSnapshot.pdf</a></div> <p /><div>ASSET ALLOCATION SNAPSHOT : <a href="http://f.doctm.com/9791a501/Assetenthusiasm.pdf">http://f.doctm.com/9791a501/Assetenthusiasm.pdf</a></div></div>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-48938978942609538722012-08-10T07:58:00.001-07:002012-08-10T07:58:29.429-07:00<div class='posterous_autopost'><div class='p_embed p_file_embed'> <a href="http://margincall.posterous.com/morgan-stanley-fx-pulse-currencies-10082012"><img alt="" src="http://posterous.com/images/filetypes/pdf.png" /></a> <div class='p_embed_description'> <strong>Morgan Stanley FX Pulse 10 08 2012.pdf</strong> <a href="http://getfile7.posterous.com/getfile/files.posterous.com/margincall/yXhhHjuEXZQ2wz2uyH69C5gVfeRacgSnEpitwx5EGaAFLQYgJ8l3OvHPpIUq/Morgan_Stanley_FX_Pulse_10_08_.pdf">Download this file</a> </div> </div> <p></p><div>FX Pulse</div><p /><div>Trading Macro</div></div>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.comtag:blogger.com,1999:blog-5803692418312192600.post-63737648414072873482012-08-10T07:55:00.001-07:002012-08-10T07:55:05.279-07:00<div class='posterous_autopost'><div class='p_embed p_file_embed'> <a href="http://margincall.posterous.com/morgan-stanley-us-equity-strategy"><img alt="" src="http://posterous.com/images/filetypes/pdf.png" /></a> <div class='p_embed_description'> <strong>Morgan Stanley US Equity Strategy 10 08 2012.pdf</strong> <a href="http://getfile9.posterous.com/getfile/files.posterous.com/margincall/V0sOkQ9EVhqJNqwSSfw9nI6PyokemhaAooSuAkhe1m10DdswJrisf3k8VaMm/Morgan_Stanley_US_Equity_Strat.pdf">Download this file</a> </div> </div> <p></p><div>US Equity Strategy</div><p /><div>-The Market</div><div>-The Themes</div><div>-The Sector Bets</div><div>-The Portfolio</div></div>Eric Valatinihttp://www.blogger.com/profile/07995647872326982802noreply@blogger.com