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This report is only available as a PDF. Click to download. … Are investors too relaxed about the outlook for inflation in the US? …
11th May 2017
This report is only available as a PDF. Click to download. … UK monetary policy outlook suggests Gilt yields are set to rise …
10th May 2017
This report is only available as a PDF. Click to download. … Can the Nikkei build on its recent gains? …
9th May 2017
This report is only available as a PDF. Click to download. … Lingering risks limit relief to markets from Macron victory …
8th May 2017
After rallying at the start of 2017, the gold price has fallen back over the past couple of weeks, as some of the geopolitical risks that had lent it support earlier in the year have subsided. A revision of expectations for further monetary tightening in …
5th May 2017
This report is only available as a PDF. Click to download. … Is low volatility a sign of trouble ahead? …
4th May 2017
This report is only available as a PDF. Click to download. … Will sterling’s Brexit premium last? …
3rd May 2017
This report is only available as a PDF. Click to download. … What are the prospects for euro-zone equities? …
2nd May 2017
This report is only available as a PDF. Click to download. … Central bank role reversal could yet support the dollar …
28th April 2017
This report is only available as a PDF. Click to download. … Nothing phenomenal to buoy US equities in Trump’s “new” tax plan …
27th April 2017
This report is only available as a PDF. Click to download. … High tide for US equities and bonds? …
26th April 2017
This report is only available as a PDF. Click to download. … Euro still defying policy expectations, for now …
25th April 2017
This report is only available as a PDF. Click to download. … Rally in French bonds unlikely to last, even if Macron wins in May …
24th April 2017
This report is only available as a PDF. Click to download. … PMIs bolster case for euro-zone and Japanese equities …
21st April 2017
This report is only available as a PDF. Click to download. … What does the French presidential election herald for markets? …
20th April 2017
This report is only available as a PDF. Click to download. … US Treasury rally unlikely to last …
19th April 2017
This report is only available as a PDF. Click to download. … Sterling’s election snap …
18th April 2017
This report is only available as a PDF. Click to download. … Can Trump keep the dollar down? …
13th April 2017
This report is only available as a PDF. Click to download. … Economics will trump geopolitics before long …
12th April 2017
This report is only available as a PDF. Click to download. … Global growth prospects pick up …
11th April 2017
This report is only available as a PDF. Click to download. … Yen rally on borrowed time …
10th April 2017
The Russian ruble weakened on Friday – despite a jump in oil prices which would usually have supported the currency – following a US missile strike in Syria. (See our Emerging Europe Update, “First thoughts on what the US airstrike in Syria means for …
7th April 2017
This report is only available as a PDF. Click to download. … Are Treasuries vulnerable to Fed balance sheet shrinkage? …
6th April 2017
This report is only available as a PDF. Click to download. … Prospect of earlier rate hikes likely to lift gilt yields …
5th April 2017
This report is only available as a PDF. Click to download. … US Treasury yields and the dollar likely to peak next year …
4th April 2017
This report is only available as a PDF. Click to download. … How long will the party last for EM equities? …
3rd April 2017
This report is only available as a PDF. Click to download. … Will the rebound in the dollar continue? …
31st March 2017
This report is only available as a PDF. Click to download. … Patience could be a virtue for investors in EM equities …
30th March 2017
This report is only available as a PDF. Click to download. … Are US consumers too confident about the outlook for equities? …
29th March 2017
This report is only available as a PDF. Click to download. … Will Article 50 halt the pound’s rise? …
28th March 2017
This report is only available as a PDF. Click to download. … How much life is left in the rally in EM equities? …
27th March 2017
This report is only available as a PDF. Click to download. … Is the future brighter for equities in Europe than in the US? …
24th March 2017
This report is only available as a PDF. Click to download. … Is the Trump trade over? …
23rd March 2017
This report is only available as a PDF. Click to download. … Investors long, but probably not wrong, on the US dollar …
22nd March 2017
This report is only available as a PDF. Click to download. … Is a major correction in asset prices around the corner? …
21st March 2017
This report is only available as a PDF. Click to download. … Is this just another temporary setback for the US dollar? …
20th March 2017
This report is only available as a PDF. Click to download. … Will the strength of emerging market currencies be sustained? …
17th March 2017
This report is only available as a PDF. Click to download. … Twin supports for Euro may not last …
16th March 2017
This report is only available as a PDF. Click to download. … Will the Fed spring any surprises on the markets? …
15th March 2017
This report is only available as a PDF. Click to download. … Yen likely to fall further against the dollar …
14th March 2017
This report is only available as a PDF. Click to download. … Should shareholders be more fearful of the Fed? …
13th March 2017
This report is only available as a PDF. Click to download. … Risky assets likely to weather future Fed tightening …
10th March 2017
This report is only available as a PDF. Click to download. … Sell-off in German Bunds unlikely to gather momentum …
9th March 2017
This report is only available as a PDF. Click to download. … Treasuries remain vulnerable to tighter Fed policy …
8th March 2017
This report is only available as a PDF. Click to download. … What next for US government bonds? …
7th March 2017
This report is only available as a PDF. Click to download. … Will politics eventually take a toll on US equities? …
6th March 2017
This report is only available as a PDF. Click to download. … How unusual are late-cycle surges in stock prices? …
3rd March 2017
This report is only available as a PDF. Click to download. … Gap between Treasury and Gilt yields likely to get even bigger …
2nd March 2017
This report is only available as a PDF. Click to download. … Are high valuations the harbinger of a collapse in asset prices? …
1st March 2017
This report is only available as a PDF. Click to download. … The relief rally in US Treasuries is unlikely to last much longer …
28th February 2017
