Banks, Brokers and Fund Managers Stock Market Forecasts & Analysis

Economic Forecasts & Leading Indicators

Lets Start with The UK for a change!...

The EY ITEM Club is a leading UK economic forecasting group producing quarterly UK forecasts. The ONS Dashboard page below provides up to date graphs for the UK economy. We are only interested in where the graphs are heading down

• ONS UK DASHBOARD

• EY ITEM CLUB

... and then the US and Global

The "Conference Board Leading Economic Index Annual Percentage Change" US chart below, pulls together a bunch of the best 'leading' indicators to give stronger overall leading indicator for the direction of the economy (and therefore the stock market).

Banks, Brokers and Fund Managers Global Markets Summaries

If you're really keen read through what some of the big boys think about global markets...

• The Fidelity Global Markets Outlook  gives us good insight into the macro environment.

• Tim Price weekly global blog update

• AJ BELL Shares Magazine

• INTERACTIVE INVESTOR Quarterly review

Fisher Investments are known for deep analysis of financial markets which has helped their clients achieve market-beating returns for decades. Their weekly and quarterly outlook can be viewed below:-

• Fisher Investments Outlook

• Fisher Investments Weekly Analysis

... and the banksters: -

• GSAM HOME PAGE
  Goldman Sachs have some great analysis that is freely available on their website below. See the latest ‘Monthly Market Pulse’  linked to on the Goldman Sachs homepage and the latest ‘Market Know How’ report.
  
  

• JP MORGAN MARKET SUMMARY
  JP Morgan's Market Summary gives us excellent coverage of financial markets. Take a look at the asset class returns grid and the world markets returns grid which includes every year of the last ten years as well as YTD and current month. You can also see a concise bite-size view of where the growth and declines are across asset classes and geographies.
  
  

• JP MORGAN Global Asset Allocation
  Where does JP Morgan see asset allocation heading to?
  
  

• JP MORGAN MARKET INSIGHT'S
  (The Market Insight zooms out to the bigger picture. The 'Guide to Markets' and 'Economic Updates' sections are both well worth a read.)

• GOLDMAN SACHS GLOBAL SENTIMENT AND STOCKS POSITIONING INDICATOR
  This chart shows  when investors big and small, retail to institutional were  reducing equities exposure is a reaction to declining stock markets.

• Bank of America

The chart above is for the US, which is very important to follow if you have a standard globally diversified fund. The links below give the same LEI index figures for various countries and regions around the world...

• Global LEI (click the "Country Leading Indicators" link to see a breakdown by country)

• CEO Confidence

• Employment Trends Index

• Global Data Summary (the LEI breakdown by Country region shown on this page is a good snapshot summary for the health of our globally diversified portfolio)

• Capital Economics blog. The "Global Markets" page is regularly updated with the latest commentary.

• The Fidelity Outlook and Fidelity Latest Thinking (see the latest 'Equities Outlook' posts) are are good insight into the macro environment.

• T Price weekly global blog update

• AJ BELL QUARTERLY UPDATE

• INTERACTIVE INVESTOR

Fisher Investments are known for deep analysis of financial markets which has helped their clients achieve market-beating returns for decades...

• Fisher Investments Weekly Analysis (video)