Filtered by Subscriptions: FX Use setting FX
This report is only available as a PDF. Click to download. … What accounts for the euro’s latest surge? …
21st July 2017
This report is only available as a PDF. Click to download. … Will the ECB baulk at euro’s continued rise? …
20th July 2017
This report is only available as a PDF. Click to download. … Tweaking our forecasts for the Fed, Treasuries and the dollar …
19th July 2017
This report is only available as a PDF. Click to download. … Will EM equity markets continue to soar? …
18th July 2017
This report is only available as a PDF. Click to download. … Calm in EM equity markets doesn’t mean a storm must follow …
17th July 2017
This report is only available as a PDF. Click to download. … What next for euro-zone sovereign credit spreads? …
14th July 2017
This report is only available as a PDF. Click to download. … Yen’s rebound is likely to be short-lived …
13th July 2017
This report is only available as a PDF. Click to download. … What next for the loonie? …
12th July 2017
This report is only available as a PDF. Click to download. … Balance sheet policy unlikely to seal Treasuries’ fate …
11th July 2017
This report is only available as a PDF. Click to download. … What is the Fed “model” telling us twenty years on? …
10th July 2017
This report is only available as a PDF. Click to download. … Is there actually a bubble in government bonds? …
7th July 2017
This report is only available as a PDF. Click to download. … G20 summit unlikely to move the markets …
6th July 2017
This report is only available as a PDF. Click to download. … EM local currency bonds should remain resilient …
5th July 2017
This report is only available as a PDF. Click to download. … Will EM equities continue to set the pace? …
4th July 2017
This report is only available as a PDF. Click to download. … No sign of anxiety about the economy in the credit market …
3rd July 2017
This report is only available as a PDF. Click to download. … How vulnerable are stocks to a sell-off in bonds? …
30th June 2017
This report is only available as a PDF. Click to download. … Is monetary policy bound to support the ailing US dollar? …
29th June 2017
This report is only available as a PDF. Click to download. … Is the US dollar likely to rebound? …
28th June 2017
This report is only available as a PDF. Click to download. … Strong global growth should underpin financial equities …
27th June 2017
This report is only available as a PDF. Click to download. … Rational exuberance? …
26th June 2017
This report is only available as a PDF. Click to download. … UK FTSE 100 faces at least four obstacles …
23rd June 2017
This report is only available as a PDF. Click to download. … Are Treasuries vulnerable to a rebound in inflation expectations? …
22nd June 2017
This report is only available as a PDF. Click to download. … Why are risky assets proving resilient to lower oil prices? …
21st June 2017
This report is only available as a PDF. Click to download. … What if Chinese A-shares are finally included in the MSCI EM Index? …
20th June 2017
This report is only available as a PDF. Click to download. … How surprising is the combined strength of the Nikkei and yen? …
19th June 2017
This report is only available as a PDF. Click to download. … Why the US stock market is unlikely to come crashing down …
16th June 2017
This report is only available as a PDF. Click to download. … Gilt yields likely to rise (a bit) further …
15th June 2017
This report is only available as a PDF. Click to download. … Interest rate divergence should favour EM local currency bonds …
14th June 2017
This report is only available as a PDF. Click to download. … Will the Fed be worried by trends in the financial markets? …
13th June 2017
This report is only available as a PDF. Click to download. … What should we make of the slump in the NASDAQ? …
12th June 2017
This report is only available as a PDF. Click to download. … Why have investors shrugged off the UK’s election result? …
9th June 2017
This report is only available as a PDF. Click to download. … Investors are probably right to shrug off change to ECB’s guidance …
8th June 2017
This report is only available as a PDF. Click to download. … Mayday for markets? …
7th June 2017
This report is only available as a PDF. Click to download. … Would a rebound in China’s reserves weigh on Treasury yields? …
6th June 2017
This report is only available as a PDF. Click to download. … May be not – how will markets react if the Conservatives don’t win? …
5th June 2017
This report is only available as a PDF. Click to download. … US Employment Report shouldn’t prevent a June rate hike …
2nd June 2017
This report is only available as a PDF. Click to download. … We still think that the best days for the US stock market are over …
1st June 2017
This report is only available as a PDF. Click to download. … Will euro strength take the shine off euro-zone equities? …
31st May 2017
This report is only available as a PDF. Click to download. … Gilts are still gloomy about Brexit …
30th May 2017
This report is only available as a PDF. Click to download. … Opinion polls rattle the sterling bulls …
26th May 2017
This report is only available as a PDF. Click to download. … Treasuries vulnerable, even if Fed shrinks its balance sheet slowly …
25th May 2017
This report is only available as a PDF. Click to download. … What does Moody’s downgrade mean for Chinese financial markets? …
24th May 2017
This report is only available as a PDF. Click to download. … We have revised up our forecasts for the euro …
23rd May 2017
This report is only available as a PDF. Click to download. … Low volatility doesn’t always herald a collapse in stock prices …
22nd May 2017
This report is only available as a PDF. Click to download. … Real trouble for EM currencies? …
19th May 2017
This report is only available as a PDF. Click to download. … Sell-off in EMs unlikely to turn into a widespread rout …
18th May 2017
This report is only available as a PDF. Click to download. … FTSE’s Brexit rally may be nearing its end …
17th May 2017
This report is only available as a PDF. Click to download. … Will US equities and the dollar continue to diverge? …
16th May 2017
This report is only available as a PDF. Click to download. … Rising oil prices unlikely to derail equities …
15th May 2017
This report is only available as a PDF. Click to download. … Are risky asset prices set to tumble? …
12th May 2017
