Filtered by Subscriptions: FX Use setting FX
This report is only available as a PDF. Click to download. … Fed policy not the key for EM local currency bonds …
11th December 2017
This report is only available as a PDF. Click to download. … How worrying is the bubble in bitcoin? …
8th December 2017
This report is only available as a PDF. Click to download. … What’s in store for developed markets in 2018? …
7th December 2017
This report is only available as a PDF. Click to download. … How worrying is the recent slide in the MSCI China Index? …
6th December 2017
This report is only available as a PDF. Click to download. … How hard would the collapse of Brexit talks hit sterling? …
5th December 2017
This report is only available as a PDF. Click to download. … Is US tax reform a double-edged sword for EM equities? …
4th December 2017
This report is only available as a PDF. Click to download. … How will OPEC’s decision affect financial markets? …
1st December 2017
This report is only available as a PDF. Click to download. … What would the fallout be from another slump in IT shares? …
30th November 2017
This report is only available as a PDF. Click to download. … What does the future hold for sterling, Gilts and the FTSE 100? …
29th November 2017
This report is only available as a PDF. Click to download. … Some reasons for optimism on UK banks’ shares …
28th November 2017
This report is only available as a PDF. Click to download. … We find the dollar’s recent slide mystifying …
27th November 2017
This report is only available as a PDF. Click to download. … Would a setback for the US stock market be contagious? …
24th November 2017
This report is only available as a PDF. Click to download. … How long until the next big correction in the US stock market? …
23rd November 2017
This report is only available as a PDF. Click to download. … What is the bond market telling us about the stock market? …
22nd November 2017
This report is only available as a PDF. Click to download. … Is there a bubble in Chinese equities? …
21st November 2017
This report is only available as a PDF. Click to download. … Prospects for Treasuries still look quite bleak …
20th November 2017
This report is only available as a PDF. Click to download. … We expect the rally in the dollar to resume before long …
17th November 2017
This report is only available as a PDF. Click to download. … Tax reform not the be-all and end-all for the S&P 500 …
16th November 2017
This report is only available as a PDF. Click to download. … How worried should we be about “overvalued” equities? …
15th November 2017
This report is only available as a PDF. Click to download. … Will healthy economic growth continue to buoy the euro? …
14th November 2017
This report is only available as a PDF. Click to download. … Is the recent sell-off in the markets a sign of things to come? …
13th November 2017
This report is only available as a PDF. Click to download. … Is the rise in US high-yield credit spreads a worrying sign? …
10th November 2017
This report is only available as a PDF. Click to download. … How are higher oil prices affecting US bonds and equities? …
9th November 2017
This report is only available as a PDF. Click to download. … Will the US stock market fall out of love with Trump? …
8th November 2017
This report is only available as a PDF. Click to download. … Rally in EM equities probably has further to run …
7th November 2017
This report is only available as a PDF. Click to download. … Will Bunds benefit most from the ECB’s reinvestment policy? …
6th November 2017
This report is only available as a PDF. Click to download. … Risky assets likely to withstand tighter-than-expected Fed policy …
3rd November 2017
This report is only available as a PDF. Click to download. … Sterling likely to recover, as BoE proves not so dovish after all …
2nd November 2017
This report is only available as a PDF. Click to download. … Markets bet on dovish BoE rate hike …
1st November 2017
This report is only available as a PDF. Click to download. … Will rate expectations continue to boost the US dollar? …
31st October 2017
This report is only available as a PDF. Click to download. … Price of Brent unlikely to remain above $60 for long …
30th October 2017
This report is only available as a PDF. Click to download. … Strong US GDP growth bolsters case for Fed tightening …
27th October 2017
This report is only available as a PDF. Click to download. … ECB’s reduction in QE to have limited market impact …
26th October 2017
This report is only available as a PDF. Click to download. … Can the ECB pull off a dovish taper? …
25th October 2017
This report is only available as a PDF. Click to download. … EM assets likely to weather the withdrawal of QE …
24th October 2017
This report is only available as a PDF. Click to download. … Are investors right to be taking events in Catalonia in their stride? …
23rd October 2017
This report is only available as a PDF. Click to download. … Will the party in the financial markets remain in full swing? …
20th October 2017
This report is only available as a PDF. Click to download. … Will the global upswing in corporate earnings last? …
19th October 2017
This report is only available as a PDF. Click to download. … Monetary policy outlook suggests that the rally in Gilts won’t last …
18th October 2017
This report is only available as a PDF. Click to download. … Should investors fear a Taylor-led Fed? …
17th October 2017
This report is only available as a PDF. Click to download. … Is a flatter Treasury curve a sign of trouble ahead? …
16th October 2017
This report is only available as a PDF. Click to download. … Are Treasury investors complacent about the inflation outlook? …
13th October 2017
This report is only available as a PDF. Click to download. … Will Japan’s stock market remain on a tear? …
12th October 2017
This report is only available as a PDF. Click to download. … Will EM sovereign bonds continue to outperform Treasuries? …
11th October 2017
This report is only available as a PDF. Click to download. … Pullback in EM currencies probably not a sign of things to come …
10th October 2017
This report is only available as a PDF. Click to download. … Is a boost from tax reform already discounted in the S&P 500? …
9th October 2017
This report is only available as a PDF. Click to download. … Is the worst still to come for Treasuries? …
6th October 2017
This report is only available as a PDF. Click to download. … Policy outlook should limit sterling’s slide …
5th October 2017
This report is only available as a PDF. Click to download. … Are investors right to be very bearish on Treasuries this time? …
4th October 2017
This report is only available as a PDF. Click to download. … Healthy economic growth is buoying global equities …
3rd October 2017
