Continued decent growth in North-eastern Europe

Øvrig:

SEB om ukens begivenheter, 25 - 31 Mars HER.

Citi om endringer innen IT-sektoren HER.

Goldman Sachs om britiske banker HER.


Morgenbriefing fra:

• Deutsche Bank HER.
• Citi HER.
• Berenberg HER.
• Nomura HER.

SEB-krönika: Cypernkrisen löst men får vi två eurovalutor nu?

SEB's Oil Market Report: Downside risk well into Q2

Asia Strategy: Japanese yen weaker, still like Korean won

Uken 11 - 15 Mars

Om den kommende uken fra:

• Deutsche Bank HER.
• Helvea HER.
• ING HER.
• RBC Capital Markets Fixed Income & Currency HER.

Citi European Portfolio Strategist: Better Than Bonds, Better Than Buffett HER.

HSBC: Fremvoksende markeder

HSBC Emerging Markets Index kan lastes ned HER.

Øvrig:

Morgenrapport fra Dukascopy HER.

Dukascopys tradingidéer HER.

MIGs tradingidéer HER.

SEB's Investment Outlook March 2013  

SEB's China Financial Index March 2013  

Frokostbriefing ved ukestart

Morgenanalyser fra:

• Societe Generale HER.
• Nomura HER.
• Citi HER.
• Saxo HER.

Rapport om globale økonomiske utsikter og strategi fra Citi HER.

Buffetts siste aksjonærbrev er ute

Året som gikk var ikke helt tilfredstillende i Buffetts øyne:

«When the partnership I ran took control of Berkshire in 1965, I could never have dreamed that a year in which we had a gain of $24.1 billion would be subpar, in terms of the comparison we present on the facing page.

But subpar it was. For the ninth time in 48 years, Berkshire’s percentage increase in book value was less than the S&P’s percentage gain (a calculation that includes dividends as well as price appreciation). In eight of those nine years, it should be noted, the S&P had a gain of 15% or more. We do better when the wind is in our face.»

Last ned hele brevet HER.

Morgenanalysene ved ukeslutt

Oppdateringer fra:

• Deutsche Bank HER.
• JP Morgan HER.
• Nomura HER. 
• Berenberg HER. 
• Saxo Bank HER. 

Morgan Stanley: The Great Monetary Easing Part III

Makrorapporten lastes ned HER.