Filtered by Subscriptions: FX Use setting FX
This report is only available as a PDF. Click to download. … Are equities ignoring the message in bonds? …
27th February 2017
This report is only available as a PDF. Click to download. … Will the Dow’s winning streak soon be over? …
24th February 2017
This report is only available as a PDF. Click to download. … Has the US stock market got too excited about tax reform? …
23rd February 2017
This report is only available as a PDF. Click to download. … Euro likely to slide even further …
22nd February 2017
This report is only available as a PDF. Click to download. … PMIs suggest near-term outlook for equities remains favourable …
21st February 2017
This report is only available as a PDF. Click to download. … Will US equities shrug off a renewed rise in Treasury yields? …
20th February 2017
This report is only available as a PDF. Click to download. … Euro’s resilience may not last much longer …
17th February 2017
This report is only available as a PDF. Click to download. … Will equity markets continue welcoming a more hawkish Fed? …
16th February 2017
This report is only available as a PDF. Click to download. … What next for UK gilt yields? …
15th February 2017
This report is only available as a PDF. Click to download. … Fed likely to raise rates more than expected, but not before June …
14th February 2017
This report is only available as a PDF. Click to download. … Will rising metals prices continue to boost EM equities? …
13th February 2017
This report is only available as a PDF. Click to download. … Dollar’s resurgence likely to continue …
10th February 2017
This report is only available as a PDF. Click to download. … Is there life left in Brazil’s stock market rally? …
9th February 2017
This report is only available as a PDF. Click to download. … Are investors being complacent about Greece? …
8th February 2017
This report is only available as a PDF. Click to download. … Respite for euro-zone peripheral bonds likely to be short-lived …
7th February 2017
This report is only available as a PDF. Click to download. … How are inflation expectations affecting Treasuries and Bunds? …
6th February 2017
This report is only available as a PDF. Click to download. … Will commodities continue to underpin EM equities? …
3rd February 2017
This report is only available as a PDF. Click to download. … Is Spain immune to troubles in France and Italy? …
2nd February 2017
This report is only available as a PDF. Click to download. … Sterling’s strength against the dollar is unlikely to last …
1st February 2017
This report is only available as a PDF. Click to download. … Why are the markets so calm? …
31st January 2017
This report is only available as a PDF. Click to download. … Fed, not BoJ, policy likely to be key driver of the yen and Nikkei …
30th January 2017
This report is only available as a PDF. Click to download. … Should US shareholders be worried about Trump’s view of Mexico? …
27th January 2017
This report is only available as a PDF. Click to download. … Is this the start of a bear market in euro-zone government bonds? …
26th January 2017
This report is only available as a PDF. Click to download. … Trump’s tough stance on Mexico set to keep the heat on the peso …
25th January 2017
This report is only available as a PDF. Click to download. … Would a large fall in the dollar be justified? …
24th January 2017
This report is only available as a PDF. Click to download. … Is the US stock market on borrowed time? …
23rd January 2017
This report is only available as a PDF. Click to download. … How will the markets fare under Trump? …
20th January 2017
This report is only available as a PDF. Click to download. … Euro probably has much further to fall …
19th January 2017
This report is only available as a PDF. Click to download. … Could Trump get the dollar down? …
18th January 2017
This report is only available as a PDF. Click to download. … We don’t expect the yen’s resurgence to last …
17th January 2017
This report is only available as a PDF. Click to download. … How sustainable is the recovery in the gold price? …
16th January 2017
This report is only available as a PDF. Click to download. … Is the bear market in Treasuries back on track? …
13th January 2017
This report is only available as a PDF. Click to download. … What next for the FTSE 100? …
12th January 2017
This report is only available as a PDF. Click to download. … Strong US dollar probably only pausing for breath …
11th January 2017
This report is only available as a PDF. Click to download. … How much further has sterling got to fall? …
10th January 2017
This report is only available as a PDF. Click to download. … Will European equities outperform their counterparts in the US? …
9th January 2017
This report is only available as a PDF. Click to download. … Increase in US Treasury yields probably has further to run …
6th January 2017
This report is only available as a PDF. Click to download. … Will renminbi strength last? …
5th January 2017
This report is only available as a PDF. Click to download. … Rally in the Nikkei has further to run …
4th January 2017
This report is only available as a PDF. Click to download. … What is the FTSE telling us about the UK economy? …
3rd January 2017
This report is only available as a PDF. Click to download. … Currency weakness should buoy equities in Japan and Germany …
22nd December 2016
This report is only available as a PDF. Click to download. … Turning even more downbeat on the euro and the yen …
21st December 2016
This report is only available as a PDF. Click to download. … Some key calls for 2017 and beyond …
20th December 2016
This report is only available as a PDF. Click to download. … What to expect from EM equities in 2017 …
19th December 2016
This report is only available as a PDF. Click to download. … Will a weaker yen continue to propel the Nikkei? …
16th December 2016
This report is only available as a PDF. Click to download. … Plenty of reasons to expect US Treasury yields to keep on rising …
15th December 2016
This report is only available as a PDF. Click to download. … Will the Fed rock EM currencies? …
14th December 2016
This report is only available as a PDF. Click to download. … Are we bearish enough on US Treasuries? …
13th December 2016
This report is only available as a PDF. Click to download. … Is the US stock market heading for a re-run of the early 1980s? …
12th December 2016
This report is only available as a PDF. Click to download. … Fed policy still a risk for EMs …
9th December 2016