Filtered by Subscriptions: FX Use setting FX
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
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
