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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
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
