Filtered by Subscriptions: FX Use setting FX
This report is only available as a PDF. Click to download. … Policy divergence likely to drive the euro down further …
8th December 2016
This report is only available as a PDF. Click to download. … How much will the dollar benefit from a shift in the policy mix? …
7th December 2016
This report is only available as a PDF. Click to download. … Will EM equities remain immune to Italian politics? …
6th December 2016
This report is only available as a PDF. Click to download. … Italian bond market unlikely to enjoy much respite …
5th December 2016
This report is only available as a PDF. Click to download. … US Employment Report doesn’t change the outlook for the Fed …
2nd December 2016
This report is only available as a PDF. Click to download. … Further depreciation of the renminbi unlikely to rock EM markets …
1st December 2016
This report is only available as a PDF. Click to download. … Are equities in commodity-exporting EMs ripe for a rally? …
30th November 2016
This report is only available as a PDF. Click to download. … Will OPEC fall at the final hurdle? …
29th November 2016
This report is only available as a PDF. Click to download. … What next for Italian government bonds? …
28th November 2016
This report is only available as a PDF. Click to download. … Yen on course for 120 against the dollar …
25th November 2016
This report is only available as a PDF. Click to download. … How vulnerable is the US stock market to the strong dollar? …
24th November 2016
This report is only available as a PDF. Click to download. … Further rise in US bond yields unlikely to blow equities off course …
23rd November 2016
This report is only available as a PDF. Click to download. … Trump’s fiscal stimulus won’t be a game-changer for US equities …
22nd November 2016
This report is only available as a PDF. Click to download. … Boost from infrastructure spending may prove a damp squib …
21st November 2016
This report is only available as a PDF. Click to download. … Will markets continue to take Trump in their stride? …
18th November 2016
This report is only available as a PDF. Click to download. … Yellen indicates Fed could raise rates “relatively soon” …
17th November 2016
This report is only available as a PDF. Click to download. … Too soon to give up on gold …
16th November 2016
This report is only available as a PDF. Click to download. … No need to panic over bond sell-off …
15th November 2016
This report is only available as a PDF. Click to download. … Will European bond yields follow US Treasuries higher? …
14th November 2016
This report is only available as a PDF. Click to download. … We expect the sell-off in the US Treasury market to continue …
11th November 2016
This report is only available as a PDF. Click to download. … Is the US stock market banking too much on Trump? …
10th November 2016
This report is only available as a PDF. Click to download. … Why were markets so quick to shrug off Trump’s victory? Capital …
9th November 2016
This report is only available as a PDF. Click to download. … What would a Trump victory mean for the markets? …
8th November 2016
This report is only available as a PDF. Click to download. … Clinton rally or Trump sell-off likely to be short-lived …
7th November 2016
This report is only available as a PDF. Click to download. … What to make of the US dollar’s recent performance …
4th November 2016
This report is only available as a PDF. Click to download. … Sterling’s resurgence unlikely to go much further …
3rd November 2016
This report is only available as a PDF. Click to download. … How would a Trump victory affect US equities? …
2nd November 2016
This report is only available as a PDF. Click to download. … More good news from China largely priced in? …
1st November 2016
This report is only available as a PDF. Click to download. … Would EM currencies underperform if Trump won? …
31st October 2016
This report is only available as a PDF. Click to download. … Will the sell-off in bonds continue? …
28th October 2016
This report is only available as a PDF. Click to download. … What do the UK GDP data mean for the markets? …
27th October 2016
This report is only available as a PDF. Click to download. … What’s behind the resilience of EM currencies? …
26th October 2016
This report is only available as a PDF. Click to download. … Renminbi to continue its gradual decline against the dollar …
25th October 2016
This report is only available as a PDF. Click to download. … US dollar set for further gains …
24th October 2016
This report is only available as a PDF. Click to download. … Should EM investors fear low volatility? …
21st October 2016
This report is only available as a PDF. Click to download. … What next for the markets? …
20th October 2016
This report is only available as a PDF. Click to download. … Global growth to pick up slightly, led by EMs …
19th October 2016
This report is only available as a PDF. Click to download. … How will new money market rules affect demand for Treasuries? …
18th October 2016
This report is only available as a PDF. Click to download. … Headline inflation on the rise in both the US and UK …
17th October 2016
This report is only available as a PDF. Click to download. … Sterling’s Marmite fall now looks overdone …
14th October 2016
This report is only available as a PDF. Click to download. … How vulnerable are EM equities to developments in China? …
13th October 2016
This report is only available as a PDF. Click to download. … Fed, not high valuations, is key near-term threat to EM equites …
12th October 2016
This report is only available as a PDF. Click to download. … Rebound in oil prices is a mixed blessing …
11th October 2016
This report is only available as a PDF. Click to download. … US dollar likely to fall against other major currencies if Trump wins …
10th October 2016
This report is only available as a PDF. Click to download. … Will the UK stock market continue to strengthen? …
7th October 2016
This report is only available as a PDF. Click to download. … ECB more likely to extend, than taper, its asset purchases …
6th October 2016
This report is only available as a PDF. Click to download. … Bond yields are likely to remain much lower than in the past …
5th October 2016
This report is only available as a PDF. Click to download. … We expect the US dollar to keep on rising …
4th October 2016
This report is only available as a PDF. Click to download. … Should we be concerned about sterling’s slide? …
3rd October 2016
