Filtered by Subscriptions: FX Use setting FX
This report is only available as a PDF. Click to download. … Reasons to remain gloomy about EM currencies …
3rd October 2018
This report is only available as a PDF. Click to download. … Surge in the price of oil likely to go into reverse …
2nd October 2018
This report is only available as a PDF. Click to download. … Strength in the loonie likely to be short-lived …
1st October 2018
This report is only available as a PDF. Click to download. … What to make of the euro’s slide in the wake of Italy’s problems …
28th September 2018
This report is only available as a PDF. Click to download. … BTPs to remain under pressure even if budget passes without fuss …
27th September 2018
This report is only available as a PDF. Click to download. … What future Fed policy is likely to mean for the markets …
26th September 2018
This report is only available as a PDF. Click to download. … Fed, rather than ECB, policy likely to boost the euro next year …
25th September 2018
This report is only available as a PDF. Click to download. … Worse to come for US corporate bonds in 2019 …
24th September 2018
This report is only available as a PDF. Click to download. … Too soon to sound the all-clear for global equity markets …
21st September 2018
This report is only available as a PDF. Click to download. … Peak in US Treasury yields may not be very far away …
20th September 2018
This report is only available as a PDF. Click to download. … Relief for equities from trade concerns just a lull in the storm …
19th September 2018
This report is only available as a PDF. Click to download. … Faltering US dollar could be a sign of things to come …
18th September 2018
This report is only available as a PDF. Click to download. … More pain to come for EM Asian equities …
17th September 2018
This report is only available as a PDF. Click to download. … 10-year Treasury yield likely to rise decisively above 3% soon …
14th September 2018
This report is only available as a PDF. Click to download. … Domestic monetary policy taking a back seat for euro and sterling …
13th September 2018
This report is only available as a PDF. Click to download. … Risks to EM equities and currencies look quite different …
12th September 2018
This report is only available as a PDF. Click to download. … No respite around the corner for EM equities …
11th September 2018
This report is only available as a PDF. Click to download. … Rally in Italian government bonds unlikely to persist for long …
10th September 2018
This report is only available as a PDF. Click to download. … Friday’s sell-off in Treasuries is probably a sign of things to come …
7th September 2018
This report is only available as a PDF. Click to download. … EM currencies likely to weaken further, but risks unevenly spread …
6th September 2018
This report is only available as a PDF. Click to download. … Outlook for equities is poor across the emerging world …
5th September 2018
This report is only available as a PDF. Click to download. … Sterling buffeted by growing uncertainty about Brexit …
4th September 2018
This report is only available as a PDF. Click to download. … US stock market unlikely to buck the global trend for long …
3rd September 2018
This report is only available as a PDF. Click to download. … Protectionism worries likely to hit equities harder before long …
31st August 2018
This report is only available as a PDF. Click to download. … Sustained recovery in sterling unlikely until next year …
30th August 2018
This report is only available as a PDF. Click to download. … Relief for EM currencies proves fleeting, more pressure to come …
29th August 2018
This report is only available as a PDF. Click to download. … US-Mexico trade deal not the end of wider protectionism worries …
28th August 2018
This report is only available as a PDF. Click to download. … Treasury yield curve inversion is probably only a matter of time …
24th August 2018
This report is only available as a PDF. Click to download. … US stock market’s strength masks a sign of weakness …
23rd August 2018
This report is only available as a PDF. Click to download. … Economics still matters more than politics for the S&P 500 …
22nd August 2018
This report is only available as a PDF. Click to download. … Rally in the S&P 500 to go into reverse before long …
21st August 2018
This report is only available as a PDF. Click to download. … Monetary policy prospects to support the dollar until 2019 …
20th August 2018
This report is only available as a PDF. Click to download. … Peak in Italian bond yields probably a long way off …
17th August 2018
This report is only available as a PDF. Click to download. … The future still looks bleak for China’s stock market …
16th August 2018
This report is only available as a PDF. Click to download. … Respite for the Turkish lira doesn’t mean relief for other EMs …
15th August 2018
This report is only available as a PDF. Click to download. … Why is gold so weak given the recent turmoil in Turkey? …
14th August 2018
This report is only available as a PDF. Click to download. … Prospects for EM currencies poor regardless of Turkey’s crisis …
13th August 2018
This report is only available as a PDF. Click to download. … Chaos in Turkey another headwind for EMs and the euro …
10th August 2018
This report is only available as a PDF. Click to download. … Lira and ruble far from the only vulnerable EM currencies …
9th August 2018
This report is only available as a PDF. Click to download. … Calm in the US stock market not likely to last …
8th August 2018
This report is only available as a PDF. Click to download. … Slide in the renminbi may not go much further …
7th August 2018
This report is only available as a PDF. Click to download. … Fears of a no-deal Brexit continue to weigh on sterling …
6th August 2018
This report is only available as a PDF. Click to download. … Dollar strength likely to last into next year …
3rd August 2018
This report is only available as a PDF. Click to download. … Monetary policy to support sterling despite post-rate-hike dip …
2nd August 2018
This report is only available as a PDF. Click to download. … Near-term pick-up in Treasury yields may prove fleeting …
1st August 2018
This report is only available as a PDF. Click to download. … US IT sector not likely to stay out of the firing line for long …
31st July 2018
This report is only available as a PDF. Click to download. … BoJ’s influence on global bond markets still small …
30th July 2018
This report is only available as a PDF. Click to download. … Healthy US economy should support the dollar until next year …
27th July 2018
This report is only available as a PDF. Click to download. … Market relief from trade tensions not likely to last …
26th July 2018
This report is only available as a PDF. Click to download. … Lat Am equities shrug off China worries, but still vulnerable …
25th July 2018
