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This report is only available as a PDF. Click to download. … G20 is still more talk than action …
11th April 2011
This report is only available as a PDF. Click to download. … Don't expect other major central banks to follow the ECB's lead …
8th April 2011
This report is only available as a PDF. Click to download. … Euro's strength may not last too much longer …
7th April 2011
This report is only available as a PDF. Click to download. … Portugal inching closer to a bail-out …
6th April 2011
This report is only available as a PDF. Click to download. … Four reasons why oil prices are likely to drop back …
5th April 2011
This report is only available as a PDF. Click to download. … US labour market showing signs of improvement …
4th April 2011
This report is only available as a PDF. Click to download. … Is the outlook for US municipal bonds really that bleak? …
1st April 2011
This report is only available as a PDF. Click to download. … Yen should continue to weaken …
31st March 2011
This report is only available as a PDF. Click to download. … End of QE2 need not be bad for US Treasuries …
30th March 2011
This report is only available as a PDF. Click to download. … How long can the euro shrug off worries about default? …
29th March 2011
This report is only available as a PDF. Click to download. … The US labour market should have improved in March …
28th March 2011
This report is only available as a PDF. Click to download. … Trouble still lies ahead for peripheral euro-zone economies …
25th March 2011
This report is only available as a PDF. Click to download. … Will the UK Government deliver a tough Budget? …
23rd March 2011
This report is only available as a PDF. Click to download. … Brighter times ahead for Japanese equities …
22nd March 2011
This report is only available as a PDF. Click to download. … Will global policymakers manage to cap yen strength? …
21st March 2011
This report is only available as a PDF. Click to download. … What can the G7 do for Japan? …
18th March 2011
This report is only available as a PDF. Click to download. … How much of a boost could repatriation give the yen? …
17th March 2011
This report is only available as a PDF. Click to download. … Will Japan's catastrophe prompt a re-think by the ECB? …
16th March 2011
This report is only available as a PDF. Click to download. … What are the global ramifications of Japan's disaster? …
15th March 2011
This report is only available as a PDF. Click to download. … Earthquake could prompt further BoJ easing …
14th March 2011
This report is only available as a PDF. Click to download. … Global growth still set to slow …
11th March 2011
This report is only available as a PDF. Click to download. … UK MPC should continue to hold fire …
10th March 2011
This report is only available as a PDF. Click to download. … The future should be brighter for EM equities …
9th March 2011
This report is only available as a PDF. Click to download. … Expectations of inflation still relatively low …
8th March 2011
This report is only available as a PDF. Click to download. … US labour market slowly improving …
7th March 2011
This report is only available as a PDF. Click to download. … ECB prepares the ground for higher rates …
4th March 2011
This report is only available as a PDF. Click to download. … Risks lie ahead for the euro …
3rd March 2011
This report is only available as a PDF. Click to download. … Fed takes a sanguine view on commodity prices …
2nd March 2011
This report is only available as a PDF. Click to download. … Still a bumpy road ahead for Ireland …
1st March 2011
This report is only available as a PDF. Click to download. … Speculation of US rate hike still premature …
28th February 2011
This report is only available as a PDF. Click to download. … Is Algeria next? …
25th February 2011
This report is only available as a PDF. Click to download. … Will surging oil prices cause another recession? …
24th February 2011
This report is only available as a PDF. Click to download. … How much is the risk premium in oil prices? …
22nd February 2011
This report is only available as a PDF. Click to download. … China's RRR hikes reduce pressure for rate increases …
21st February 2011
This report is only available as a PDF. Click to download. … Do SDRs have a bigger role to play? …
18th February 2011
This report is only available as a PDF. Click to download. … King calms UK rate fears …
17th February 2011
This report is only available as a PDF. Click to download. … Emerging market equities should not underperform for long …
16th February 2011
This report is only available as a PDF. Click to download. … Should share buy-backs be boosting the US equity market? …
14th February 2011
This report is only available as a PDF. Click to download. … Commodity prices pushing up US inflation …
This report is only available as a PDF. Click to download. … Indian equities should bounce back later in the year …
10th February 2011
Expectations of tighter UK monetary policy have pushed sterling up against the US dollar, driven gilt yields higher, and contributed to an underperformance of the domestic stock market. We continue to think such expectations …
This report is only available as a PDF. Click to download. … No need to fear rate rises in China …
9th February 2011
This report is only available as a PDF. Click to download. … Is the future still bright for US corporate bonds? …
8th February 2011
This report is only available as a PDF. Click to download. … January’s US employment report is encouraging …
7th February 2011
This report is only available as a PDF. Click to download. … Will EU leaders disappoint the markets? …
4th February 2011
This report is only available as a PDF. Click to download. … Don't expect the euro's strength to last …
3rd February 2011
This report is only available as a PDF. Click to download. … Further thoughts on the fall-out from Egypt …
2nd February 2011
This report is only available as a PDF. Click to download. … How worried should we be about developments in Egypt? …
1st February 2011
This report is only available as a PDF. Click to download. … US economic growth should slow later this year …
31st January 2011
This report is only available as a PDF. Click to download. … Japan's fiscal problems will return to haunt the markets …
28th January 2011
