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This report is only available as a PDF. Click to download. … Further downside for the euro is probably limited …
14th June 2018
This report is only available as a PDF. Click to download. … How will the FOMC meeting affect the Treasury market? …
13th June 2018
This report is only available as a PDF. Click to download. … Rising inflation remains a threat to the US Treasury market …
12th June 2018
This report is only available as a PDF. Click to download. … Investors’ complacency about politics may not last …
11th June 2018
This report is only available as a PDF. Click to download. … Why aren’t worries about trade doing more for the dollar? …
8th June 2018
This report is only available as a PDF. Click to download. … Will core euro-zone government bond yields continue to rise? …
7th June 2018
This report is only available as a PDF. Click to download. … Are investors actually worrying about protectionism? …
6th June 2018
This report is only available as a PDF. Click to download. … Tailwinds for the UK stock market becoming headwinds …
5th June 2018
This report is only available as a PDF. Click to download. … We don’t expect the rebound in global equities to continue …
4th June 2018
This report is only available as a PDF. Click to download. … US employment report bolsters case for tighter Fed policy …
1st June 2018
This report is only available as a PDF. Click to download. … Why are global equities shrugging off Italy’s problems? …
31st May 2018
This report is only available as a PDF. Click to download. … Some new market forecasts in the wake of Italy’s crisis …
30th May 2018
This report is only available as a PDF. Click to download. … Italian politics rocks the markets …
29th May 2018
This report is only available as a PDF. Click to download. … Have the Treasury bears got it wrong again? …
25th May 2018
This report is only available as a PDF. Click to download. … How long will the slide in the euro last? …
24th May 2018
This report is only available as a PDF. Click to download. … Is another slump in EM equities on the way? …
23rd May 2018
This report is only available as a PDF. Click to download. … How much worse will it get for corporate bonds? …
22nd May 2018
This report is only available as a PDF. Click to download. … Will Italy’s new government weigh on the euro? …
21st May 2018
This report is only available as a PDF. Click to download. … Are equity investors right to be relaxed about higher oil prices? …
18th May 2018
This report is only available as a PDF. Click to download. … EM bonds at risk even if the currency weakness abates …
17th May 2018
This report is only available as a PDF. Click to download. … How long will the bear market in US government bonds last? …
16th May 2018
This report is only available as a PDF. Click to download. … How will Chinese A-share inclusion affect the MSCI EM Index? …
15th May 2018
This report is only available as a PDF. Click to download. … Will US corporate profits really continue to soar? …
14th May 2018
This report is only available as a PDF. Click to download. … More pain for EM assets probably lies ahead …
11th May 2018
This report is only available as a PDF. Click to download. … UK FTSE 100: two tailwinds are likely to become headwinds …
10th May 2018
This report is only available as a PDF. Click to download. … Will EM dollar bond yields continue to surge? …
9th May 2018
This report is only available as a PDF. Click to download. … Will European and Japanese equities continue to outperform? …
8th May 2018
This report is only available as a PDF. Click to download. … What to make of April’s mixed US Employment Report? …
4th May 2018
This report is only available as a PDF. Click to download. … Will EM currencies continue to slide? …
3rd May 2018
This report is only available as a PDF. Click to download. … Will the bond market have faith in the Fed? …
2nd May 2018
This report is only available as a PDF. Click to download. … Outlook for rates not the only risk for Treasuries …
1st May 2018
This report is only available as a PDF. Click to download. … Dollar’s recovery against other “majors” unlikely to last …
30th April 2018
This report is only available as a PDF. Click to download. … Korea summit a big deal, but not for markets …
27th April 2018
This report is only available as a PDF. Click to download. … ECB likely to keep quiet on monetary policy until July …
26th April 2018
This report is only available as a PDF. Click to download. … We don’t expect the US dollar to continue to rebound …
25th April 2018
This report is only available as a PDF. Click to download. … Prospects for EM dollar bonds look bleak …
24th April 2018
This report is only available as a PDF. Click to download. … Will the 10-year US Treasury yield break through 3%? …
23rd April 2018
This report is only available as a PDF. Click to download. … Prospects for EM currencies look poor …
20th April 2018
This report is only available as a PDF. Click to download. … Do tougher times lie ahead for the US stock market? …
19th April 2018
This report is only available as a PDF. Click to download. … Softer inflation data unlikely to depress Gilt yields for long …
18th April 2018
This report is only available as a PDF. Click to download. … Prospects for China’s economy point to lower bond yields …
17th April 2018
This report is only available as a PDF. Click to download. … What next for US government bonds? …
16th April 2018
This report is only available as a PDF. Click to download. … A cautionary note to US dollar bears (including us) …
13th April 2018
This report is only available as a PDF. Click to download. … How much of a threat do events in Syria pose to the markets? …
12th April 2018
This report is only available as a PDF. Click to download. … What explains the FTSE 100’s resilience? …
11th April 2018
This report is only available as a PDF. Click to download. … A downbeat view of cyclical stocks in the US …
10th April 2018
This report is only available as a PDF. Click to download. … Slowing US economy likely to weigh on global equities …
9th April 2018
This report is only available as a PDF. Click to download. … More dollar weakness probably on the way …
6th April 2018
This report is only available as a PDF. Click to download. … How big a risk are trade tensions for EM currencies? …
5th April 2018
This report is only available as a PDF. Click to download. … Recent respite for Treasuries not likely to last …
4th April 2018