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This report is only available as a PDF. Click to download. … Will US corporate profits really continue to soar? …
14th May 2018
This report is only available as a PDF. Click to download. … More pain for EM assets probably lies ahead …
11th May 2018
This report is only available as a PDF. Click to download. … UK FTSE 100: two tailwinds are likely to become headwinds …
10th May 2018
This report is only available as a PDF. Click to download. … Will EM dollar bond yields continue to surge? …
9th May 2018
This report is only available as a PDF. Click to download. … Will European and Japanese equities continue to outperform? …
8th May 2018
This report is only available as a PDF. Click to download. … What to make of April’s mixed US Employment Report? …
4th May 2018
This report is only available as a PDF. Click to download. … Will EM currencies continue to slide? …
3rd May 2018
This report is only available as a PDF. Click to download. … Will the bond market have faith in the Fed? …
2nd May 2018
This report is only available as a PDF. Click to download. … Outlook for rates not the only risk for Treasuries …
1st May 2018
This report is only available as a PDF. Click to download. … Dollar’s recovery against other “majors” unlikely to last …
30th April 2018
This report is only available as a PDF. Click to download. … Korea summit a big deal, but not for markets …
27th April 2018
This report is only available as a PDF. Click to download. … ECB likely to keep quiet on monetary policy until July …
26th April 2018
This report is only available as a PDF. Click to download. … We don’t expect the US dollar to continue to rebound …
25th April 2018
This report is only available as a PDF. Click to download. … Prospects for EM dollar bonds look bleak …
24th April 2018
This report is only available as a PDF. Click to download. … Will the 10-year US Treasury yield break through 3%? …
23rd April 2018
This report is only available as a PDF. Click to download. … Prospects for EM currencies look poor …
20th April 2018
This report is only available as a PDF. Click to download. … Do tougher times lie ahead for the US stock market? …
19th April 2018
This report is only available as a PDF. Click to download. … Softer inflation data unlikely to depress Gilt yields for long …
18th April 2018
This report is only available as a PDF. Click to download. … Prospects for China’s economy point to lower bond yields …
17th April 2018
This report is only available as a PDF. Click to download. … What next for US government bonds? …
16th April 2018
This report is only available as a PDF. Click to download. … A cautionary note to US dollar bears (including us) …
13th April 2018
This report is only available as a PDF. Click to download. … How much of a threat do events in Syria pose to the markets? …
12th April 2018
This report is only available as a PDF. Click to download. … What explains the FTSE 100’s resilience? …
11th April 2018
This report is only available as a PDF. Click to download. … A downbeat view of cyclical stocks in the US …
10th April 2018
This report is only available as a PDF. Click to download. … Slowing US economy likely to weigh on global equities …
9th April 2018
This report is only available as a PDF. Click to download. … More dollar weakness probably on the way …
6th April 2018
This report is only available as a PDF. Click to download. … How big a risk are trade tensions for EM currencies? …
5th April 2018
This report is only available as a PDF. Click to download. … Recent respite for Treasuries not likely to last …
4th April 2018
This report is only available as a PDF. Click to download. … Which equity markets are most exposed to more protectionism? …
3rd April 2018
This report is only available as a PDF. Click to download. … The economy could be another headwind for the IT sector …
29th March 2018
This report is only available as a PDF. Click to download. … Is the IT sector’s time in the sun over? …
28th March 2018
This report is only available as a PDF. Click to download. … Renminbi probably set for short-term pain, but long-term gain …
27th March 2018
This report is only available as a PDF. Click to download. … Will Treasuries continue to ignore protectionism? …
26th March 2018
This report is only available as a PDF. Click to download. … Market implications of more protectionism …
23rd March 2018
This report is only available as a PDF. Click to download. … Prospects for equities poor regardless of the outlook for trade …
22nd March 2018
This report is only available as a PDF. Click to download. … How might Treasuries be affected by the FOMC meeting? …
21st March 2018
This report is only available as a PDF. Click to download. … Little respite likely for the beleaguered FTSE 100 …
20th March 2018
This report is only available as a PDF. Click to download. … Do rising corporate credit spreads signal trouble ahead? …
19th March 2018
This report is only available as a PDF. Click to download. … We doubt that the recent recovery in Treasuries will last …
16th March 2018
This report is only available as a PDF. Click to download. … What is the rise in the LIBOR-OIS spread really telling us? …
15th March 2018
This report is only available as a PDF. Click to download. … US equities not grossly overvalued, but still vulnerable …
14th March 2018
This report is only available as a PDF. Click to download. … Treasuries still vulnerable to rising inflation …
13th March 2018
This report is only available as a PDF. Click to download. … When will tighter Fed policy undermine the US stock market? …
12th March 2018
This report is only available as a PDF. Click to download. … Taking stock of the bull market on its ninth birthday …
9th March 2018
This report is only available as a PDF. Click to download. … Monetary policy unlikely to do much for the dollar …
8th March 2018
This report is only available as a PDF. Click to download. … Korean détente would probably provide little relief for markets …
7th March 2018
This report is only available as a PDF. Click to download. … Dollar in retreat as fears of global trade war abate …
6th March 2018
This report is only available as a PDF. Click to download. … Would the US dollar be a casualty in a trade war? …
5th March 2018
This report is only available as a PDF. Click to download. … Italian bond spreads could rise after the election …
2nd March 2018
This report is only available as a PDF. Click to download. … Have we seen the last of IT-driven gains in EM equities? …
1st March 2018
