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This report is only available as a PDF. Click to download. … Would EM currencies underperform if Trump won? …
31st October 2016
This report is only available as a PDF. Click to download. … Will the sell-off in bonds continue? …
28th October 2016
This report is only available as a PDF. Click to download. … What do the UK GDP data mean for the markets? …
27th October 2016
This report is only available as a PDF. Click to download. … What’s behind the resilience of EM currencies? …
26th October 2016
This report is only available as a PDF. Click to download. … Renminbi to continue its gradual decline against the dollar …
25th October 2016
This report is only available as a PDF. Click to download. … US dollar set for further gains …
24th October 2016
This report is only available as a PDF. Click to download. … Should EM investors fear low volatility? …
21st October 2016
This report is only available as a PDF. Click to download. … What next for the markets? …
20th October 2016
This report is only available as a PDF. Click to download. … Global growth to pick up slightly, led by EMs …
19th October 2016
This report is only available as a PDF. Click to download. … How will new money market rules affect demand for Treasuries? …
18th October 2016
This report is only available as a PDF. Click to download. … Headline inflation on the rise in both the US and UK …
17th October 2016
This report is only available as a PDF. Click to download. … Sterling’s Marmite fall now looks overdone …
14th October 2016
This report is only available as a PDF. Click to download. … How vulnerable are EM equities to developments in China? …
13th October 2016
This report is only available as a PDF. Click to download. … Fed, not high valuations, is key near-term threat to EM equites …
12th October 2016
This report is only available as a PDF. Click to download. … Rebound in oil prices is a mixed blessing …
11th October 2016
This report is only available as a PDF. Click to download. … US dollar likely to fall against other major currencies if Trump wins …
10th October 2016
This report is only available as a PDF. Click to download. … Will the UK stock market continue to strengthen? …
7th October 2016
This report is only available as a PDF. Click to download. … ECB more likely to extend, than taper, its asset purchases …
6th October 2016
This report is only available as a PDF. Click to download. … Bond yields are likely to remain much lower than in the past …
5th October 2016
This report is only available as a PDF. Click to download. … We expect the US dollar to keep on rising …
4th October 2016
This report is only available as a PDF. Click to download. … Should we be concerned about sterling’s slide? …
3rd October 2016
This report is only available as a PDF. Click to download. … What does SDR inclusion mean for the renminbi? …
30th September 2016
This report is only available as a PDF. Click to download. … Will oil continue to drive Asian equities higher? …
29th September 2016
This report is only available as a PDF. Click to download. … OPEC is not the key to unlocking sustainably higher oil prices …
28th September 2016
This report is only available as a PDF. Click to download. … Will the rebound in the Mexican peso continue? …
27th September 2016
This report is only available as a PDF. Click to download. … How will politics in the US affect its stock market? …
26th September 2016
This report is only available as a PDF. Click to download. … OPEC output freeze agreement likely to prove elusive …
23rd September 2016
This report is only available as a PDF. Click to download. … US Treasury yields still likely to climb, as the Fed tightens policy …
22nd September 2016
This report is only available as a PDF. Click to download. … What to make of the BoJ’s recalibration of monetary policy …
21st September 2016
This report is only available as a PDF. Click to download. … How will BoJ and Fed policy affect the markets? …
20th September 2016
This report is only available as a PDF. Click to download. … UK macroprudential policy is set to support credit supply …
19th September 2016
This report is only available as a PDF. Click to download. … Are OIS rates a poor guide to US monetary policy? …
16th September 2016
This report is only available as a PDF. Click to download. … What next for EM currencies? …
15th September 2016
This report is only available as a PDF. Click to download. … BoJ policy easing is likely to keep a lid on long-dated JGB yields …
14th September 2016
This report is only available as a PDF. Click to download. … What are the market implications of lower real interest rates? …
13th September 2016
This report is only available as a PDF. Click to download. … Too soon to call the turn in global monetary policy …
12th September 2016
This report is only available as a PDF. Click to download. … What next for sterling and gilts? …
9th September 2016
This report is only available as a PDF. Click to download. … ECB holds off for now, but more easing still likely this year …
8th September 2016
This report is only available as a PDF. Click to download. … What to make of a possible swing towards fiscal stimulus? …
7th September 2016
This report is only available as a PDF. Click to download. … Why we doubt US credit spreads will rise when the Fed tightens …
6th September 2016
This report is only available as a PDF. Click to download. … US Treasuries still vulnerable to waning demand from foreigners …
5th September 2016
This report is only available as a PDF. Click to download. … More of the same from the US labour market …
2nd September 2016
This report is only available as a PDF. Click to download. … Why EM investors don’t seem to care about China any more …
1st September 2016
This report is only available as a PDF. Click to download. … Will the dollar’s rebound be short-lived? …
31st August 2016
This report is only available as a PDF. Click to download. … Should we be worried about the low level of the VIX? …
30th August 2016
This report is only available as a PDF. Click to download. … Markets shrug off Yellen’s warning of stronger case for tightening …
26th August 2016
This report is only available as a PDF. Click to download. … Jackson Hole likely to focus on longer-term issues …
25th August 2016
This report is only available as a PDF. Click to download. … Will EM equities find support from lower bond yields? …
24th August 2016
This report is only available as a PDF. Click to download. … Is this the end of the road for EM equities? …
23rd August 2016
