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This report is only available as a PDF. Click to download. … Dollar still has further to fall against both euro and yen …
16th August 2007
This report is only available as a PDF. Click to download. … Norway next to hike rates despite market jitters? …
15th August 2007
This report is only available as a PDF. Click to download. … Too soon to sound the all clear …
14th August 2007
This report is only available as a PDF. Click to download. … Beware big calls on the back of a Friday in August …
13th August 2007
This report is only available as a PDF. Click to download. … Markets panic for no good reason …
10th August 2007
This report is only available as a PDF. Click to download. … Fed says just enough …
9th August 2007
This report is only available as a PDF. Click to download. … UK Inflation Report to prepare the ground for 6% rates. …
8th August 2007
This report is only available as a PDF. Click to download. … Treasury rally in danger of overshooting …
7th August 2007
This report is only available as a PDF. Click to download. … Further evidence of downside risks to US growth. …
6th August 2007
This report is only available as a PDF. Click to download. … UK and euro-zone rates on hold today, further hikes still likely …
3rd August 2007
This report is only available as a PDF. Click to download. … ECB signals September rate hike, plays down contagion risks …
2nd August 2007
1st August 2007
This report is only available as a PDF. Click to download. … Bounce in equities undermines safe-haven appeal of gilts …
31st July 2007
This report is only available as a PDF. Click to download. … Bank of Japan still on course to raise rates in August …
30th July 2007
This report is only available as a PDF. Click to download. … Dollar Unlikely To Get Much Support From Rebound In Q2 GDP …
27th July 2007
This report is only available as a PDF. Click to download. … Dollar Still Has Further To Fall …
26th July 2007
This report is only available as a PDF. Click to download. … Oil Price Fall Illustrates Risks From Excessive Speculation. …
25th July 2007
This report is only available as a PDF. Click to download. … Weaker dollar need not trigger foreign selling of US assets …
24th July 2007
This report is only available as a PDF. Click to download. … Contrasting data releases risk triggering further dollar weakness …
23rd July 2007
This report is only available as a PDF. Click to download. … Yen undervaluation remains our key concern …
20th July 2007
This report is only available as a PDF. Click to download. … Fed's lower growth forecast merely echoes recent data …
19th July 2007
This report is only available as a PDF. Click to download. … Bernanke takes centre stage …
18th July 2007
This report is only available as a PDF. Click to download. … Further evidence likely of US economic rebalancing …
17th July 2007
This report is only available as a PDF. Click to download. … Economic data to return to the top of the agenda …
16th July 2007
This report is only available as a PDF. Click to download. … Disappointing retail sales to leave door open to Fed rate cuts …
13th July 2007
This report is only available as a PDF. Click to download. … Full impact of housing market on US growth is not yet priced in …
12th July 2007
This report is only available as a PDF. Click to download. … Recent currency stability is unlikely to last …
11th July 2007
This report is only available as a PDF. Click to download. … Bond markets remain calm in the face of rising oil prices …
10th July 2007
This report is only available as a PDF. Click to download. … Focus shifts back to US consumer …
9th July 2007
This report is only available as a PDF. Click to download. … Housing slump is a growing threat to US jobs …
6th July 2007
This report is only available as a PDF. Click to download. … UK rate hike today unlikely to be the last …
5th July 2007
This report is only available as a PDF. Click to download. … Bank of Japan on track to hike rates in August …
4th July 2007
This report is only available as a PDF. Click to download. … Markets right to put less weight on US ISM …
3rd July 2007
This report is only available as a PDF. Click to download. … Diverging news for interest rates to further undermine dollar …
2nd July 2007
This report is only available as a PDF. Click to download. … US housing slump bad enough even without financial contagion …
29th June 2007
This report is only available as a PDF. Click to download. … Fed to retain tightening bias today, but rates to fall later in year …
28th June 2007
This report is only available as a PDF. Click to download. … Sentiment towards the yen takes a turn for the better …
27th June 2007
This report is only available as a PDF. Click to download. … $2 pound will be hard to sustain …
26th June 2007
This report is only available as a PDF. Click to download. … Bond markets likely to find limited reassurance in Fed statement …
25th June 2007
This report is only available as a PDF. Click to download. … IFO index to suggest strong pick-up in German growth …
22nd June 2007
This report is only available as a PDF. Click to download. … PMIs to suggest euro-zone activity growth remains solid …
21st June 2007
This report is only available as a PDF. Click to download. … Bank of England minutes may boost expectations of July hike …
20th June 2007
This report is only available as a PDF. Click to download. … US housing market weakness to boost bond market …
19th June 2007
This report is only available as a PDF. Click to download. … US NAHB to add to evidence of double-dip in housing market …
18th June 2007
This report is only available as a PDF. Click to download. … US core inflation data likely to remain benign …
15th June 2007
This report is only available as a PDF. Click to download. … Higher rates having little impact yet on UK consumer …
14th June 2007
This report is only available as a PDF. Click to download. … Look to Japan not New Zealand for risks to carry trades …
13th June 2007
This report is only available as a PDF. Click to download. … UK CPI inflation remains well above target …
12th June 2007
This report is only available as a PDF. Click to download. … US yield curve returning to normal …
11th June 2007
This report is only available as a PDF. Click to download. … Crunch time approaching for riskier assets …
8th June 2007