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This report is only available as a PDF. Click to download. … What to make of April’s US Employment Report? …
6th May 2016
This report is only available as a PDF. Click to download. … The weakness of the Turkish lira is probably far from over …
5th May 2016
This report is only available as a PDF. Click to download. … EM equities: time to call Mayday? …
4th May 2016
This report is only available as a PDF. Click to download. … Will the US dollar’s slide end any time soon? …
3rd May 2016
This report is only available as a PDF. Click to download. … Would further US labour market strength be good for the S&P 500? …
29th April 2016
This report is only available as a PDF. Click to download. … Will EM petro-currencies continue to outperform? …
28th April 2016
This report is only available as a PDF. Click to download. … More to relative equity performance than currency fluctuations …
27th April 2016
This report is only available as a PDF. Click to download. … How will the contrast in Fed and BoJ policies affect the markets? …
26th April 2016
This report is only available as a PDF. Click to download. … China’s credit growth is a concern, but not a crisis …
25th April 2016
This report is only available as a PDF. Click to download. … Are Argentine bonds really that attractive? …
22nd April 2016
This report is only available as a PDF. Click to download. … ECB policy should help to weaken the euro in time …
21st April 2016
This report is only available as a PDF. Click to download. … How will the dollar affect the US stock market? …
20th April 2016
This report is only available as a PDF. Click to download. … What does China’s currency policy imply for the US dollar? …
19th April 2016
This report is only available as a PDF. Click to download. … Why didn’t Brazilian markets rally more? …
18th April 2016
This report is only available as a PDF. Click to download. … What next for Bunds? …
15th April 2016
This report is only available as a PDF. Click to download. … Sterling remains vulnerable …
14th April 2016
This report is only available as a PDF. Click to download. … What next for oil prices? …
13th April 2016
This report is only available as a PDF. Click to download. … Will Brazil continue to outperform? …
12th April 2016
This report is only available as a PDF. Click to download. … What’s behind the dollar’s slide? …
11th April 2016
This report is only available as a PDF. Click to download. … Yen may still be under-valued, but it surely needs to be …
8th April 2016
This report is only available as a PDF. Click to download. … Prospects for monetary policy still point to rebound in dollar …
7th April 2016
This report is only available as a PDF. Click to download. … Too soon to sound the all clear on the renminbi? …
6th April 2016
This report is only available as a PDF. Click to download. … What’s behind the rebound in the yen? …
5th April 2016
This report is only available as a PDF. Click to download. … Too soon to give up on a Doha deal to cap oil output …
4th April 2016
This report is only available as a PDF. Click to download. … Markets start Q2 on a sour note …
1st April 2016
This report is only available as a PDF. Click to download. … Brexit fears still weighing on sterling, despite recent gains …
31st March 2016
This report is only available as a PDF. Click to download. … Commodities may be only lasting winners from Yellen's dovishness …
30th March 2016
This report is only available as a PDF. Click to download. … Reassessment of US rate outlook should drag euro back down …
29th March 2016
This report is only available as a PDF. Click to download. … Shanghai Discord …
24th March 2016
This report is only available as a PDF. Click to download. … Should we be worried about bubbles? …
23rd March 2016
This report is only available as a PDF. Click to download. … Will the recovery in industrial commodity prices be sustained? …
22nd March 2016
This report is only available as a PDF. Click to download. … Taking stock of the rebound in the S&P 500 …
21st March 2016
This report is only available as a PDF. Click to download. … Is the G20 trying to steer the dollar lower? …
18th March 2016
This report is only available as a PDF. Click to download. … Boost to Treasuries from Fed “dovishness” unlikely to last …
17th March 2016
This report is only available as a PDF. Click to download. … What is the US Treasury market telling the Fed? …
16th March 2016
This report is only available as a PDF. Click to download. … One eye on the Fed, another on the PBOC …
15th March 2016
This report is only available as a PDF. Click to download. … Will the 10-year JGB yield become much more negative? …
14th March 2016
This report is only available as a PDF. Click to download. … Will a strong dollar continue to weigh on the US stock market? …
11th March 2016
This report is only available as a PDF. Click to download. … Look to the Fed, not the ECB, to drive the euro a lot lower …
10th March 2016
This report is only available as a PDF. Click to download. … Will the ECB meet expectations? …
9th March 2016
This report is only available as a PDF. Click to download. … On the recoveries in industrial commodities: better early than never? …
8th March 2016
This report is only available as a PDF. Click to download. … What are the risks of another snap sell-off in German Bunds? …
7th March 2016
This report is only available as a PDF. Click to download. … What to make of February’s US Employment Report? …
4th March 2016
This report is only available as a PDF. Click to download. … What are TIPS telling us? …
3rd March 2016
This report is only available as a PDF. Click to download. … EM equities marching on …
2nd March 2016
This report is only available as a PDF. Click to download. … Comparing US and euro-zone inflation expectations …
1st March 2016
This report is only available as a PDF. Click to download. … Vote for Brexit unlikely to derail global recovery …
29th February 2016
This report is only available as a PDF. Click to download. … Would a Brexit be a White Thursday for the UK stock market? …
26th February 2016
This report is only available as a PDF. Click to download. … What might explain fading fears about China? …
25th February 2016
This report is only available as a PDF. Click to download. … What does the future hold for sterling? …
24th February 2016
