Filtered by Subscriptions: FX Use setting FX
This report is only available as a PDF. Click to download. … Are markets right to shrug off political events in Catalonia? …
2nd October 2017
This report is only available as a PDF. Click to download. … Monetary policy outlook shouldn’t weigh too heavily on the euro …
29th September 2017
This report is only available as a PDF. Click to download. … Latest pull-back in EM equities should prove temporary …
28th September 2017
This report is only available as a PDF. Click to download. … Trump’s tax plan could be bad news for Treasuries …
27th September 2017
This report is only available as a PDF. Click to download. … Recent falls in EM currencies unlikely to be the start of a trend …
26th September 2017
This report is only available as a PDF. Click to download. … Markets weather German election, but political risk lingers …
25th September 2017
This report is only available as a PDF. Click to download. … Economic strength should continue to support the euro …
22nd September 2017
This report is only available as a PDF. Click to download. … Lower longer-run interest rates underpin higher asset valuations …
21st September 2017
This report is only available as a PDF. Click to download. … How will Treasury yields react to the Fed? …
20th September 2017
This report is only available as a PDF. Click to download. … Another reason to worry about risky asset valuations? …
19th September 2017
This report is only available as a PDF. Click to download. … As good as it gets for US equities? …
18th September 2017
This report is only available as a PDF. Click to download. … How much further will Gilt yields rise? …
15th September 2017
This report is only available as a PDF. Click to download. … How vulnerable is the FTSE 100 to tighter UK monetary policy? …
14th September 2017
This report is only available as a PDF. Click to download. … What next for currencies, bonds and equities? …
13th September 2017
This report is only available as a PDF. Click to download. … What’s behind the surge in the MSCI China Index? …
12th September 2017
This report is only available as a PDF. Click to download. … What next for the ailing US dollar? …
11th September 2017
This report is only available as a PDF. Click to download. … How much Fed tightening is really priced into markets? …
8th September 2017
This report is only available as a PDF. Click to download. … Draghi gives the euro another boost …
7th September 2017
This report is only available as a PDF. Click to download. … Will Draghi talk the euro down? …
6th September 2017
This report is only available as a PDF. Click to download. … Will the end of summer breathe new life into the markets? …
5th September 2017
This report is only available as a PDF. Click to download. … North Korea crisis to have limited impact on safe havens …
4th September 2017
This report is only available as a PDF. Click to download. … Treasury yields likely to rise despite underwhelming payrolls …
1st September 2017
This report is only available as a PDF. Click to download. … The renminbi’s rally has much further to run …
31st August 2017
This report is only available as a PDF. Click to download. … Japanese yen still likely to weaken …
30th August 2017
This report is only available as a PDF. Click to download. … ECB may try to temper euro’s rise before long …
29th August 2017
This report is only available as a PDF. Click to download. … Yellen soothes markets, but could ruffle Trump …
25th August 2017
This report is only available as a PDF. Click to download. … We don’t think that the rally in US Treasuries will last …
24th August 2017
This report is only available as a PDF. Click to download. … What should we read into the poor performance of US small-caps? …
23rd August 2017
This report is only available as a PDF. Click to download. … Should EM investors fear the scaling back of QE? …
22nd August 2017
This report is only available as a PDF. Click to download. … Germany’s stock market unlikely to keep on falling …
21st August 2017
This report is only available as a PDF. Click to download. … Respite for S&P 500 unlikely to be a lull in a storm …
18th August 2017
This report is only available as a PDF. Click to download. … Renewed Chinese buying unlikely to keep Treasury yields down …
17th August 2017
This report is only available as a PDF. Click to download. … Will globally-focused US firms’ shares continue to outperform? …
16th August 2017
This report is only available as a PDF. Click to download. … Investors still hungry for EM dollar bonds …
15th August 2017
This report is only available as a PDF. Click to download. … What should we make of the rebound in US credit spreads? …
14th August 2017
This report is only available as a PDF. Click to download. … Will low inflation continue to support US bonds and equities? …
11th August 2017
This report is only available as a PDF. Click to download. … Will the surge in EM Asian equities soon be over? …
10th August 2017
This report is only available as a PDF. Click to download. … How big a deal is US-North Korea sabre-rattling for markets? …
9th August 2017
This report is only available as a PDF. Click to download. … Is another crisis coming, a decade after the last one began? …
8th August 2017
This report is only available as a PDF. Click to download. … Will low inflation keep US Treasury yields anchored? …
7th August 2017
This report is only available as a PDF. Click to download. … Dollar unlikely to recoup a lot more lost ground …
4th August 2017
This report is only available as a PDF. Click to download. … Are high asset valuations here to stay? …
3rd August 2017
This report is only available as a PDF. Click to download. … Outlook for UK monetary policy points to higher Gilt yields …
2nd August 2017
This report is only available as a PDF. Click to download. … Can the euro hold on to its gains? …
1st August 2017
This report is only available as a PDF. Click to download. … When will the rout in the dollar end? …
31st July 2017
This report is only available as a PDF. Click to download. … Technology sector sell-off little cause for alarm …
28th July 2017
This report is only available as a PDF. Click to download. … Policy outlook bodes well for EM local currency bonds …
27th July 2017
This report is only available as a PDF. Click to download. … Will the Fed give the dollar a lift? …
26th July 2017
This report is only available as a PDF. Click to download. … What next for EM equities and sovereign bonds? …
25th July 2017
This report is only available as a PDF. Click to download. … Healthy global growth to continue supporting equities for now …
24th July 2017
