Filtered by Subscriptions: FX Use setting FX
This report is only available as a PDF. Click to download. … China’s government bond yields likely to fall despite fiscal boost …
24th July 2018
This report is only available as a PDF. Click to download. … Yen likely to strengthen again even if BoJ keeps policy ultra-loose …
23rd July 2018
This report is only available as a PDF. Click to download. … Latest Trump tariff threats compound rising risks to equities …
20th July 2018
This report is only available as a PDF. Click to download. … Tighter Fed policy a growing threat to the US stock market …
19th July 2018
This report is only available as a PDF. Click to download. … Distorted US yield curve still a warning sign for the economy …
18th July 2018
This report is only available as a PDF. Click to download. … Oil prices likely to fall further, keeping the heat on equity markets …
17th July 2018
This report is only available as a PDF. Click to download. … China’s economy a threat to EM equities even if trade fears fade …
16th July 2018
This report is only available as a PDF. Click to download. … Strong US stock market and dollar unlikely to remain bedfellows …
13th July 2018
This report is only available as a PDF. Click to download. … Peak in Treasury yields probably not a long way off …
12th July 2018
This report is only available as a PDF. Click to download. … Next step in trade war likely to hit S&P 500 much harder …
11th July 2018
This report is only available as a PDF. Click to download. … Sterling stabilises; investors still counting on a “soft” Brexit …
10th July 2018
This report is only available as a PDF. Click to download. … Brexit resignations could heap more pressure on sterling …
9th July 2018
This report is only available as a PDF. Click to download. … Rally in Treasuries is unlikely to continue …
6th July 2018
This report is only available as a PDF. Click to download. … Will rising trade tensions hit Emerging Asian currencies hardest? …
5th July 2018
This report is only available as a PDF. Click to download. … Will equities in Emerging Asia remain in the firing line? …
4th July 2018
This report is only available as a PDF. Click to download. … How big a deal is China for the US stock market? …
3rd July 2018
This report is only available as a PDF. Click to download. … Will the dollar’s strength last? …
2nd July 2018
This report is only available as a PDF. Click to download. … Twin rally in euro-zone equities and currency unlikely to last …
29th June 2018
This report is only available as a PDF. Click to download. … Spill-over from Chinese markets will probably remain contained …
28th June 2018
This report is only available as a PDF. Click to download. … Have Treasury yields peaked? …
27th June 2018
This report is only available as a PDF. Click to download. … Will growing protectionism keep rattling equity markets? …
26th June 2018
This report is only available as a PDF. Click to download. … The FAANGs are not immune to rising trade tensions …
25th June 2018
This report is only available as a PDF. Click to download. … Higher OPEC output to weigh on oil prices later this year …
22nd June 2018
This report is only available as a PDF. Click to download. … Is there more pain to come for EM currencies? …
21st June 2018
This report is only available as a PDF. Click to download. … What next for sterling? …
20th June 2018
This report is only available as a PDF. Click to download. … Protectionism adds to existing headwinds for EM equities …
19th June 2018
This report is only available as a PDF. Click to download. … How does the renminbi fit into the China-US trade tensions? …
18th June 2018
This report is only available as a PDF. Click to download. … Recovery in Italian government bonds not likely to last …
15th June 2018
This report is only available as a PDF. Click to download. … Further downside for the euro is probably limited …
14th June 2018
This report is only available as a PDF. Click to download. … How will the FOMC meeting affect the Treasury market? …
13th June 2018
This report is only available as a PDF. Click to download. … Rising inflation remains a threat to the US Treasury market …
12th June 2018
This report is only available as a PDF. Click to download. … Investors’ complacency about politics may not last …
11th June 2018
This report is only available as a PDF. Click to download. … Why aren’t worries about trade doing more for the dollar? …
8th June 2018
This report is only available as a PDF. Click to download. … Will core euro-zone government bond yields continue to rise? …
7th June 2018
This report is only available as a PDF. Click to download. … Are investors actually worrying about protectionism? …
6th June 2018
This report is only available as a PDF. Click to download. … Tailwinds for the UK stock market becoming headwinds …
5th June 2018
This report is only available as a PDF. Click to download. … We don’t expect the rebound in global equities to continue …
4th June 2018
This report is only available as a PDF. Click to download. … US employment report bolsters case for tighter Fed policy …
1st June 2018
This report is only available as a PDF. Click to download. … Why are global equities shrugging off Italy’s problems? …
31st May 2018
This report is only available as a PDF. Click to download. … Some new market forecasts in the wake of Italy’s crisis …
30th May 2018
This report is only available as a PDF. Click to download. … Italian politics rocks the markets …
29th May 2018
This report is only available as a PDF. Click to download. … Have the Treasury bears got it wrong again? …
25th May 2018
This report is only available as a PDF. Click to download. … How long will the slide in the euro last? …
24th May 2018
This report is only available as a PDF. Click to download. … Is another slump in EM equities on the way? …
23rd May 2018
This report is only available as a PDF. Click to download. … How much worse will it get for corporate bonds? …
22nd May 2018
This report is only available as a PDF. Click to download. … Will Italy’s new government weigh on the euro? …
21st May 2018
This report is only available as a PDF. Click to download. … Are equity investors right to be relaxed about higher oil prices? …
18th May 2018
This report is only available as a PDF. Click to download. … EM bonds at risk even if the currency weakness abates …
17th May 2018
This report is only available as a PDF. Click to download. … How long will the bear market in US government bonds last? …
16th May 2018
This report is only available as a PDF. Click to download. … How will Chinese A-share inclusion affect the MSCI EM Index? …
15th May 2018
