Filtered by Subscriptions: FX Use setting FX
This report is only available as a PDF. Click to download. … Surge in Brazil’s stock market looks unsustainable …
28th February 2018
This report is only available as a PDF. Click to download. … Looser fiscal policy means Treasury yields have further to rise …
27th February 2018
This report is only available as a PDF. Click to download. … Rebound in EM currencies not likely to be sustained …
26th February 2018
This report is only available as a PDF. Click to download. … Treasuries are vulnerable to more than just Fed policy …
23rd February 2018
This report is only available as a PDF. Click to download. … The outlook for EM local currency bonds remains mixed …
22nd February 2018
This report is only available as a PDF. Click to download. … Relief rally in US equities will probably falter again soon …
21st February 2018
This report is only available as a PDF. Click to download. … How vulnerable is the dollar to a growing US twin deficit? …
20th February 2018
This report is only available as a PDF. Click to download. … Japan’s stock market unable to shrug off a strong yen …
19th February 2018
This report is only available as a PDF. Click to download. … Are EM local currency bond yields about to rise? …
16th February 2018
This report is only available as a PDF. Click to download. … Would more market turmoil lift the dollar against other majors? …
15th February 2018
This report is only available as a PDF. Click to download. … Any respite for the US stock market likely to be short-lived …
14th February 2018
This report is only available as a PDF. Click to download. … More rate rises than investors expect to drive Gilt yields higher …
13th February 2018
This report is only available as a PDF. Click to download. … Valuations of US equities still look high after correction …
12th February 2018
This report is only available as a PDF. Click to download. … Will even looser fiscal policy really be good for US equities? …
9th February 2018
This report is only available as a PDF. Click to download. … Revising our view of the dollar …
8th February 2018
This report is only available as a PDF. Click to download. … Is the worst now over? …
7th February 2018
This report is only available as a PDF. Click to download. … From complacency to gloom? …
6th February 2018
This report is only available as a PDF. Click to download. … Is a Powell “put” coming? …
5th February 2018
This report is only available as a PDF. Click to download. … Will the US yield curve continue to steepen? …
2nd February 2018
This report is only available as a PDF. Click to download. … Have US Treasuries now factored in enough Fed tightening? …
1st February 2018
This report is only available as a PDF. Click to download. … Will the surge in the renminbi continue? …
31st January 2018
This report is only available as a PDF. Click to download. … Are overvalued equities starting to lose their appeal? …
30th January 2018
This report is only available as a PDF. Click to download. … Flying start to the year for EM equities unlikely to last …
29th January 2018
This report is only available as a PDF. Click to download. … Will the Fed spoil the party? …
26th January 2018
This report is only available as a PDF. Click to download. … Is the only way up for the euro? …
25th January 2018
This report is only available as a PDF. Click to download. … Could irrational exuberance propel the S&P 500 towards 5,000? …
24th January 2018
This report is only available as a PDF. Click to download. … What effect is Trump’s repatriation tax having on the markets? …
23rd January 2018
This report is only available as a PDF. Click to download. … Trying, in vain, to rationalise the decline in the dollar …
22nd January 2018
This report is only available as a PDF. Click to download. … Are Treasuries partly suffering from waning foreign demand? …
19th January 2018
This report is only available as a PDF. Click to download. … Is China’s economy a threat to global stock markets? …
18th January 2018
This report is only available as a PDF. Click to download. … Is investors’ growing optimism on equities misplaced? …
17th January 2018
This report is only available as a PDF. Click to download. … Good times may soon be over for EM dollar bonds …
16th January 2018
This report is only available as a PDF. Click to download. … Is the good news on US corporate earnings fully discounted? …
15th January 2018
This report is only available as a PDF. Click to download. … Could the IT sector spoil the party in equity markets? …
12th January 2018
This report is only available as a PDF. Click to download. … Rally in EM equities likely to run out of steam this year …
11th January 2018
This report is only available as a PDF. Click to download. … Do Treasury yields really have a lot further to rise? …
10th January 2018
This report is only available as a PDF. Click to download. … Decline in credit spreads not likely to last a lot longer …
9th January 2018
This report is only available as a PDF. Click to download. … Is there any life left in the US dollar? …
8th January 2018
This report is only available as a PDF. Click to download. … Will this late-cycle surge in US equity prices continue? …
5th January 2018
This report is only available as a PDF. Click to download. … Global composite PMI underlines boost from growth to equities …
4th January 2018
This report is only available as a PDF. Click to download. … Euro unlikely to remain on the front foot for long …
3rd January 2018
This report is only available as a PDF. Click to download. … Good news from China for EM equities unlikely to last …
2nd January 2018
This report is only available as a PDF. Click to download. … 2018 unlikely to be another barnstorming year for risky assets …
21st December 2017
This report is only available as a PDF. Click to download. … Is the outperformance of EM equities over? …
20th December 2017
This report is only available as a PDF. Click to download. … Another conundrum in the Treasury market …
19th December 2017
This report is only available as a PDF. Click to download. … Is there a bubble in the US stock market now? …
18th December 2017
This report is only available as a PDF. Click to download. … What to expect from emerging markets in 2018 …
15th December 2017
This report is only available as a PDF. Click to download. … Monetary policy hasn’t lost its capacity to surprise …
14th December 2017
This report is only available as a PDF. Click to download. … Does monetary policy still matter for euro/sterling? …
13th December 2017
This report is only available as a PDF. Click to download. … Are Treasuries braced for any change to the Fed’s projections? …
12th December 2017
