Filtered by Subscriptions: FX Use setting FX
This report is only available as a PDF. Click to download. … Inflation prospects suggest that Treasuries will continue rallying …
12th December 2018
This report is only available as a PDF. Click to download. … Further fall in Treasury yields unlikely to shore up EM currencies …
11th December 2018
This report is only available as a PDF. Click to download. … Sterling’s slump won’t necessarily deepen …
10th December 2018
This report is only available as a PDF. Click to download. … Fed still on track for a December rate hike …
7th December 2018
This report is only available as a PDF. Click to download. … Flattening yield curve a worry, despite possible distortions …
6th December 2018
This report is only available as a PDF. Click to download. … US financials likely to remain under pressure …
5th December 2018
This report is only available as a PDF. Click to download. … Inverted yield curve a warning sign for the S&P 500 …
4th December 2018
This report is only available as a PDF. Click to download. … Hit to the dollar from trade optimism likely to fade …
3rd December 2018
This report is only available as a PDF. Click to download. … Bund yields likely to rebound, even if Treasury yields fall further …
30th November 2018
This report is only available as a PDF. Click to download. … We still expect Treasury yields to fall even further next year …
29th November 2018
This report is only available as a PDF. Click to download. … Outperformance of Chinese equities likely to prove fleeting …
28th November 2018
This report is only available as a PDF. Click to download. … Treasury yields likely to fall much further in 2019 …
27th November 2018
This report is only available as a PDF. Click to download. … Outlook for EM equities poor, but not because of oil prices …
26th November 2018
This report is only available as a PDF. Click to download. … Any relief from a possible Trump-Xi deal is unlikely to last long …
23rd November 2018
This report is only available as a PDF. Click to download. … More broad-based EM currency weakness on the cards …
22nd November 2018
This report is only available as a PDF. Click to download. … Cyclical stocks will probably keep living up to their name …
21st November 2018
This report is only available as a PDF. Click to download. … More trouble on the way for the beleaguered IT sector …
20th November 2018
This report is only available as a PDF. Click to download. … Treasury rally is probably a sign of things to come in 2019 …
19th November 2018
This report is only available as a PDF. Click to download. … A Brexit blueprint for UK equities …
16th November 2018
This report is only available as a PDF. Click to download. … Trying to make sense of another day of Brexit chaos …
15th November 2018
This report is only available as a PDF. Click to download. … Oil price unlikely to be a key driver of financial assets in 2019 …
14th November 2018
This report is only available as a PDF. Click to download. … Euro likely to recover in 2019, despite Italy’s problems …
13th November 2018
This report is only available as a PDF. Click to download. … Rebound in sterling still most likely next year …
12th November 2018
This report is only available as a PDF. Click to download. … What to make of another bleak week for EM equities …
9th November 2018
This report is only available as a PDF. Click to download. … Fed, not Congress, setting the agenda for Treasuries …
8th November 2018
This report is only available as a PDF. Click to download. … Post-US election rebound in European equities unlikely to last …
7th November 2018
This report is only available as a PDF. Click to download. … What if the prediction markets are wrong about the US midterms? …
6th November 2018
This report is only available as a PDF. Click to download. … Shareholders’ concerns about higher Treasury yields make sense …
5th November 2018
This report is only available as a PDF. Click to download. … Strong US employment report bolsters case for December hike …
2nd November 2018
This report is only available as a PDF. Click to download. … Rates likely to rise faster than markets expect after a Brexit deal …
1st November 2018
This report is only available as a PDF. Click to download. … Strong S&P 500 earnings growth on borrowed time …
31st October 2018
This report is only available as a PDF. Click to download. … Growth concerns finally catching up with US equities …
30th October 2018
This report is only available as a PDF. Click to download. … Optimism following Brazil’s election is likely to fade …
29th October 2018
This report is only available as a PDF. Click to download. … Treasury yields likely to fall much further …
26th October 2018
This report is only available as a PDF. Click to download. … Where to weather another stock market storm …
25th October 2018
This report is only available as a PDF. Click to download. … PMI weakness may not last, but upside for the euro still limited …
24th October 2018
This report is only available as a PDF. Click to download. … Three key patterns in the latest drop in global equities …
23rd October 2018
This report is only available as a PDF. Click to download. … Prospects for EM equities poor despite Shanghai Composite surge …
22nd October 2018
This report is only available as a PDF. Click to download. … Surge in US dollar Libor remains a puzzle …
19th October 2018
This report is only available as a PDF. Click to download. … Shanghai Composite likely to head lower again …
18th October 2018
This report is only available as a PDF. Click to download. … Joint rebound in the US stock market and dollar unlikely to last …
17th October 2018
This report is only available as a PDF. Click to download. … Gold set to shine brighter as economic storm clouds gather …
16th October 2018
This report is only available as a PDF. Click to download. … Brexit stalemate likely to weigh more heavily on sterling …
15th October 2018
This report is only available as a PDF. Click to download. … Surprising EM currency resilience not likely to last …
12th October 2018
This report is only available as a PDF. Click to download. … Equity investors right to fear the effects of rising rates …
11th October 2018
This report is only available as a PDF. Click to download. … Global bond yields unlikely to keep rising sharply …
10th October 2018
This report is only available as a PDF. Click to download. … US economy, not oil prices, the key for Treasuries …
9th October 2018
This report is only available as a PDF. Click to download. … Monetary easing doesn’t alter gloomy outlook for China’s equities …
8th October 2018
This report is only available as a PDF. Click to download. … US employment report bolsters case for further Fed tightening …
5th October 2018
This report is only available as a PDF. Click to download. … 10-year Treasury yield likely to end next year much lower …
4th October 2018
