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This report is only available as a PDF. Click to download. … Markets bet on dovish BoE rate hike …
1st November 2017
This report is only available as a PDF. Click to download. … Will rate expectations continue to boost the US dollar? …
31st October 2017
This report is only available as a PDF. Click to download. … Price of Brent unlikely to remain above $60 for long …
30th October 2017
This report is only available as a PDF. Click to download. … Strong US GDP growth bolsters case for Fed tightening …
27th October 2017
This report is only available as a PDF. Click to download. … ECB’s reduction in QE to have limited market impact …
26th October 2017
This report is only available as a PDF. Click to download. … Can the ECB pull off a dovish taper? …
25th October 2017
This report is only available as a PDF. Click to download. … EM assets likely to weather the withdrawal of QE …
24th October 2017
This report is only available as a PDF. Click to download. … Are investors right to be taking events in Catalonia in their stride? …
23rd October 2017
This report is only available as a PDF. Click to download. … Will the party in the financial markets remain in full swing? …
20th October 2017
This report is only available as a PDF. Click to download. … Will the global upswing in corporate earnings last? …
19th October 2017
This report is only available as a PDF. Click to download. … Monetary policy outlook suggests that the rally in Gilts won’t last …
18th October 2017
This report is only available as a PDF. Click to download. … Should investors fear a Taylor-led Fed? …
17th October 2017
This report is only available as a PDF. Click to download. … Is a flatter Treasury curve a sign of trouble ahead? …
16th October 2017
This report is only available as a PDF. Click to download. … Are Treasury investors complacent about the inflation outlook? …
13th October 2017
This report is only available as a PDF. Click to download. … Will Japan’s stock market remain on a tear? …
12th October 2017
This report is only available as a PDF. Click to download. … Will EM sovereign bonds continue to outperform Treasuries? …
11th October 2017
This report is only available as a PDF. Click to download. … Pullback in EM currencies probably not a sign of things to come …
10th October 2017
This report is only available as a PDF. Click to download. … Is a boost from tax reform already discounted in the S&P 500? …
9th October 2017
This report is only available as a PDF. Click to download. … Is the worst still to come for Treasuries? …
6th October 2017
This report is only available as a PDF. Click to download. … Policy outlook should limit sterling’s slide …
5th October 2017
This report is only available as a PDF. Click to download. … Are investors right to be very bearish on Treasuries this time? …
4th October 2017
This report is only available as a PDF. Click to download. … Healthy economic growth is buoying global equities …
3rd October 2017
This report is only available as a PDF. Click to download. … Are markets right to shrug off political events in Catalonia? …
2nd October 2017
This report is only available as a PDF. Click to download. … Monetary policy outlook shouldn’t weigh too heavily on the euro …
29th September 2017
This report is only available as a PDF. Click to download. … Latest pull-back in EM equities should prove temporary …
28th September 2017
This report is only available as a PDF. Click to download. … Trump’s tax plan could be bad news for Treasuries …
27th September 2017
This report is only available as a PDF. Click to download. … Recent falls in EM currencies unlikely to be the start of a trend …
26th September 2017
This report is only available as a PDF. Click to download. … Markets weather German election, but political risk lingers …
25th September 2017
This report is only available as a PDF. Click to download. … Economic strength should continue to support the euro …
22nd September 2017
This report is only available as a PDF. Click to download. … Lower longer-run interest rates underpin higher asset valuations …
21st September 2017
This report is only available as a PDF. Click to download. … How will Treasury yields react to the Fed? …
20th September 2017
This report is only available as a PDF. Click to download. … Another reason to worry about risky asset valuations? …
19th September 2017
This report is only available as a PDF. Click to download. … As good as it gets for US equities? …
18th September 2017
This report is only available as a PDF. Click to download. … How much further will Gilt yields rise? …
15th September 2017
This report is only available as a PDF. Click to download. … How vulnerable is the FTSE 100 to tighter UK monetary policy? …
14th September 2017
This report is only available as a PDF. Click to download. … What next for currencies, bonds and equities? …
13th September 2017
This report is only available as a PDF. Click to download. … What’s behind the surge in the MSCI China Index? …
12th September 2017
This report is only available as a PDF. Click to download. … What next for the ailing US dollar? …
11th September 2017
This report is only available as a PDF. Click to download. … How much Fed tightening is really priced into markets? …
8th September 2017
This report is only available as a PDF. Click to download. … Draghi gives the euro another boost …
7th September 2017
This report is only available as a PDF. Click to download. … Will Draghi talk the euro down? …
6th September 2017
This report is only available as a PDF. Click to download. … Will the end of summer breathe new life into the markets? …
5th September 2017
This report is only available as a PDF. Click to download. … North Korea crisis to have limited impact on safe havens …
4th September 2017
This report is only available as a PDF. Click to download. … Treasury yields likely to rise despite underwhelming payrolls …
1st September 2017
This report is only available as a PDF. Click to download. … The renminbi’s rally has much further to run …
31st August 2017
This report is only available as a PDF. Click to download. … Japanese yen still likely to weaken …
30th August 2017
This report is only available as a PDF. Click to download. … ECB may try to temper euro’s rise before long …
29th August 2017
This report is only available as a PDF. Click to download. … Yellen soothes markets, but could ruffle Trump …
25th August 2017
This report is only available as a PDF. Click to download. … We don’t think that the rally in US Treasuries will last …
24th August 2017
This report is only available as a PDF. Click to download. … What should we read into the poor performance of US small-caps? …
23rd August 2017
