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This report is only available as a PDF. Click to download. … Will Fed tightening reduce the appeal of share buy-backs? …
16th March 2015
This report is only available as a PDF. Click to download. … Treasuries still vulnerable to a recalibration of rate expectations …
13th March 2015
This report is only available as a PDF. Click to download. … A snapshot of our views on emerging markets and commodities …
12th March 2015
This report is only available as a PDF. Click to download. … Where we differ most from the consensus …
11th March 2015
This report is only available as a PDF. Click to download. … Where next for EM currencies? …
10th March 2015
This report is only available as a PDF. Click to download. … How low can euro-zone sovereign credit spreads go? …
9th March 2015
This report is only available as a PDF. Click to download. … Another strong US Employment Report keeps the pressure on the Fed …
This report is only available as a PDF. Click to download. … Has the tide really turned for the Swiss franc? …
5th March 2015
This report is only available as a PDF. Click to download. … Will further monetary easing in India continue to buoy asset prices? …
4th March 2015
This report is only available as a PDF. Click to download. … Aussie dollar still primed to weaken …
3rd March 2015
This report is only available as a PDF. Click to download. … Lower interest rates won’t prevent a decline in Chinese equities …
2nd March 2015
This report is only available as a PDF. Click to download. … What next for the Brazilian real? …
27th February 2015
This report is only available as a PDF. Click to download. … Little reason to be positive about negative bond yields …
26th February 2015
This report is only available as a PDF. Click to download. … Assessing the relative value of US and euro-zone stock markets …
25th February 2015
This report is only available as a PDF. Click to download. … Will the US stock market continue to power ahead? …
24th February 2015
This report is only available as a PDF. Click to download. … Will a foreign hunt for yield provide some support to US Treasuries? …
23rd February 2015
This report is only available as a PDF. Click to download. … Sterling’s gains are unlikely to be sustained …
19th February 2015
This report is only available as a PDF. Click to download. … Is the underperformance of emerging market equities over? …
18th February 2015
This report is only available as a PDF. Click to download. … Global markets unprepared for a Greek exit from the euro-zone …
17th February 2015
This report is only available as a PDF. Click to download. … What should we make of the recent rise in JGB yields? …
16th February 2015
This report is only available as a PDF. Click to download. … Oil prices likely to continue to rise, but not surge …
13th February 2015
This report is only available as a PDF. Click to download. … Rally in Russian equities following ceasefire set to stall …
12th February 2015
This report is only available as a PDF. Click to download. … Is the bull market in Treasuries over? …
11th February 2015
This report is only available as a PDF. Click to download. … How much has investors’ appetite for EM bonds really waned? …
10th February 2015
This report is only available as a PDF. Click to download. … How would the markets react to a Grexit? …
9th February 2015
This report is only available as a PDF. Click to download. … Strong US Employment Report bolsters case for June rate hike …
6th February 2015
This report is only available as a PDF. Click to download. … What to make of the rally in US TIPS? …
5th February 2015
This report is only available as a PDF. Click to download. … Prospects for equities look brighter in Japan than in the euro-zone …
4th February 2015
This report is only available as a PDF. Click to download. … What’s behind the collapse in long-term Gilt yields? …
2nd February 2015
This report is only available as a PDF. Click to download. … Scope for further monetary easing in Russia is limited …
30th January 2015
This report is only available as a PDF. Click to download. … Has there really been a plunge in inflation expectations? …
29th January 2015
This report is only available as a PDF. Click to download. … Are US corporates an early casualty of global “currency wars”? …
28th January 2015
This report is only available as a PDF. Click to download. … Investors shrug off Russia’s downgrade by S&P …
27th January 2015
This report is only available as a PDF. Click to download. … Will QE drive the euro down further? …
26th January 2015
This report is only available as a PDF. Click to download. … What next for the euro? …
23rd January 2015
This report is only available as a PDF. Click to download. … Markets give the thumbs up to the ECB …
22nd January 2015
This report is only available as a PDF. Click to download. … How will we tell if the ECB’s QE is likely to be a success? …
21st January 2015
This report is only available as a PDF. Click to download. … Has demand from overseas fuelled the rally in Treasuries? …
20th January 2015
This report is only available as a PDF. Click to download. … Danish krone peg likely to hold …
19th January 2015
This report is only available as a PDF. Click to download. … How would markets in the euro-zone react to QE from the ECB? …
16th January 2015
This report is only available as a PDF. Click to download. … SNB sends shockwaves through the markets …
15th January 2015
This report is only available as a PDF. Click to download. … What would QE do for euro-zone equities? …
14th January 2015
This report is only available as a PDF. Click to download. … New forecasts for US Treasuries …
13th January 2015
This report is only available as a PDF. Click to download. … Australian dollar may yet have further to fall …
12th January 2015
This report is only available as a PDF. Click to download. … Another strong jobs report keeps early Fed tightening on the cards …
9th January 2015
This report is only available as a PDF. Click to download. … How vulnerable are TIPS to growing expectations of deflation? …
8th January 2015
This report is only available as a PDF. Click to download. … What has been driving the rally in US Treasuries? …
7th January 2015
This report is only available as a PDF. Click to download. … Euro to fall even further …
6th January 2015
This report is only available as a PDF. Click to download. … Are markets being too complacent about the latest crisis in Greece? …
5th January 2015
This report is only available as a PDF. Click to download. … How will the markets react to Fed tightening next year? …
19th December 2014
