Filtered by Subscriptions: FX Use setting FX
This report is only available as a PDF. Click to download. … Bund yields likely to stay negative for much longer than in 2016 …
16th May 2019
This report is only available as a PDF. Click to download. … BTPs likely to continue underperforming other peripheral bonds …
15th May 2019
This report is only available as a PDF. Click to download. … Renminbi still a casualty, not a weapon, in trade war …
14th May 2019
This report is only available as a PDF. Click to download. … Renewed curve inversion suggests slide in S&P 500 is not over …
13th May 2019
This report is only available as a PDF. Click to download. … Post-tariff bounce in China’s stock markets unlikely to last …
10th May 2019
This report is only available as a PDF. Click to download. … Safe havens likely to remain in demand regardless of trade deal …
9th May 2019
This report is only available as a PDF. Click to download. … Outperformance of US equities may be coming to an end …
8th May 2019
This report is only available as a PDF. Click to download. … US economy a bigger risk than renewed trade conflict to S&P 500 …
7th May 2019
This report is only available as a PDF. Click to download. … Fed still likely to cut rates this year, pushing Treasury yields down …
3rd May 2019
This report is only available as a PDF. Click to download. … Powell’s inflation talk doesn’t alter our bullish view of Treasuries …
2nd May 2019
This report is only available as a PDF. Click to download. … Dovish Fed unlikely to sustain S&P 500 rally …
1st May 2019
This report is only available as a PDF. Click to download. … Investors still banking on an unlikely revival in China’s economy …
30th April 2019
This report is only available as a PDF. Click to download. … Politics will soon take the centre stage in European bond markets …
29th April 2019
This report is only available as a PDF. Click to download. … Dollar’s rise likely to continue, even if US GDP growth slips back …
26th April 2019
This report is only available as a PDF. Click to download. … Monetary policy may not be the key driver of DM currencies …
25th April 2019
This report is only available as a PDF. Click to download. … Economic outlook suggests US stock market will falter again …
24th April 2019
This report is only available as a PDF. Click to download. … Oil prices unlikely to keep pushing bond yields up …
23rd April 2019
This report is only available as a PDF. Click to download. … Underperformance of German and Japanese equities may not last …
18th April 2019
This report is only available as a PDF. Click to download. … Chinese equities likely to fare badly, even if economy stabilises …
17th April 2019
This report is only available as a PDF. Click to download. … Italy verging towards becoming as risky as Greece …
16th April 2019
This report is only available as a PDF. Click to download. … Investors still seem too optimistic about reform in Brazil …
15th April 2019
This report is only available as a PDF. Click to download. … Hopes for a rebound in China likely to be disappointed …
12th April 2019
This report is only available as a PDF. Click to download. … Second Brexit delay keeps sterling in limbo …
11th April 2019
This report is only available as a PDF. Click to download. … Bund yields and the euro are likely to fall much further this year …
10th April 2019
This report is only available as a PDF. Click to download. … Tougher times ahead for EM currencies …
9th April 2019
This report is only available as a PDF. Click to download. … Earnings season the first real test for this year’s equity rally …
8th April 2019
This report is only available as a PDF. Click to download. … Rise in US payrolls does not alter our bullish view of Treasuries …
5th April 2019
This report is only available as a PDF. Click to download. … More scope for disappointment than delight on trade …
4th April 2019
This report is only available as a PDF. Click to download. … Weaker US growth spells trouble for corporate bonds and stocks …
3rd April 2019
This report is only available as a PDF. Click to download. … Risk appetite, not monetary policy, likely to drive $/€ down …
2nd April 2019
This report is only available as a PDF. Click to download. … Scale of the rally in China’s equities hard to justify …
1st April 2019
This report is only available as a PDF. Click to download. … Investors still sitting on the fence, as May’s deal defeated again …
29th March 2019
This report is only available as a PDF. Click to download. … Yield curve inversion suggests S&P 500 may have peaked already …
28th March 2019
This report is only available as a PDF. Click to download. … “Distortions” don’t change the yield curve’s gloomy message …
27th March 2019
This report is only available as a PDF. Click to download. … A new phase for the US stock market may be here to stay …
26th March 2019
This report is only available as a PDF. Click to download. … Bond yields likely to remain low, or fall further this year …
25th March 2019
This report is only available as a PDF. Click to download. … Euro likely to fall further in 2019, before rebounding in 2020 …
22nd March 2019
This report is only available as a PDF. Click to download. … Investors banking on an unrealistic “soft landing” in the US …
21st March 2019
This report is only available as a PDF. Click to download. … 10yr UST yield likely to fall further, as the Fed turns more dovish …
20th March 2019
This report is only available as a PDF. Click to download. … Rally in euro-zone peripheral bonds unlikely to last …
19th March 2019
This report is only available as a PDF. Click to download. … The market implications of a shift in EM monetary policy …
18th March 2019
This report is only available as a PDF. Click to download. … Looser BoJ policy unlikely to prevent stronger yen this year …
15th March 2019
This report is only available as a PDF. Click to download. … Limited upside for euro-zone equities if no-deal Brexit is avoided …
14th March 2019
This report is only available as a PDF. Click to download. … Further upside for sterling likely to be limited for now …
13th March 2019
This report is only available as a PDF. Click to download. … Barring “no deal”, Brexit to remain a sideshow for most markets …
12th March 2019
This report is only available as a PDF. Click to download. … Rebound in S&P 500 unlikely to last …
11th March 2019
This report is only available as a PDF. Click to download. … US employment report supports our bearish view of equities …
8th March 2019
This report is only available as a PDF. Click to download. … What to make of the ECB’s dovish stance …
7th March 2019
This report is only available as a PDF. Click to download. … What will looser monetary policy mean for Australian assets? …
6th March 2019
This report is only available as a PDF. Click to download. … Signs of froth in China’s equity markets …
5th March 2019
