Filtered by Subscriptions: FX Use setting FX
This report is only available as a PDF. Click to download. … Yen/dollar heading back to 110 …
12th July 2016
This report is only available as a PDF. Click to download. … A cautionary (but still positive) note on Japanese equities …
11th July 2016
This report is only available as a PDF. Click to download. … Doves rule the roost despite strong US payrolls …
8th July 2016
This report is only available as a PDF. Click to download. … Markets take China’s ‘stealth’ devaluation in their stride Capital …
7th July 2016
This report is only available as a PDF. Click to download. … Sterling likely to fall further (which would be no bad thing) …
5th July 2016
This report is only available as a PDF. Click to download. … Rebound in EM equities set to continue …
4th July 2016
This report is only available as a PDF. Click to download. … Will H2 2016 be as kind to UK financial assets as H1? …
1st July 2016
This report is only available as a PDF. Click to download. … Why the recovery in the markets and what next? …
30th June 2016
This report is only available as a PDF. Click to download. … Brexit shouldn’t be a game-changer for the Fed …
29th June 2016
This report is only available as a PDF. Click to download. … How much of a lift will a weaker currency provide to UK equities? …
28th June 2016
This report is only available as a PDF. Click to download. … How dramatic are recent market moves? …
27th June 2016
This report is only available as a PDF. Click to download. … Will the calm continue after the UK’s vote for a “Brexit”? …
24th June 2016
This report is only available as a PDF. Click to download. … The wait is over – will the UK vote to leave or stay in the EU? …
22nd June 2016
This report is only available as a PDF. Click to download. … Would a “Brexit” lead to a rout in emerging market currencies? …
21st June 2016
This report is only available as a PDF. Click to download. … Fading Brexit fears to return the focus to the Fed, and China …
20th June 2016
This report is only available as a PDF. Click to download. … How will the UK’s vote on EU membership affect the markets? …
17th June 2016
This report is only available as a PDF. Click to download. … Three reasons not to panic over ‘Brexit’ …
16th June 2016
This report is only available as a PDF. Click to download. … Fed inaction unlikely to last long …
15th June 2016
This report is only available as a PDF. Click to download. … How low will global bond yields go? …
14th June 2016
This report is only available as a PDF. Click to download. … Brexit would still be a surprise to markets, despite latest polls …
13th June 2016
This report is only available as a PDF. Click to download. … Are resurfacing global growth fears causing bond market rally? …
10th June 2016
This report is only available as a PDF. Click to download. … The global fall-out from a vote for Brexit …
9th June 2016
This report is only available as a PDF. Click to download. … Will the 10-year German Bund yield turn negative? …
8th June 2016
This report is only available as a PDF. Click to download. … Another reason why the US stock market is not hugely overvalued …
7th June 2016
This report is only available as a PDF. Click to download. … EM equities buoyed by soft US Employment Report …
3rd June 2016
This report is only available as a PDF. Click to download. … Fed, Brexit, China – which is the biggest threat to EMs? …
2nd June 2016
This report is only available as a PDF. Click to download. … Which currencies are fundamentally overvalued? …
1st June 2016
This report is only available as a PDF. Click to download. … Should we worry about China’s “A-shares” and the MSCI? …
31st May 2016
This report is only available as a PDF. Click to download. … What explains the contrast in Indian and Brazilian equities? …
27th May 2016
This report is only available as a PDF. Click to download. … Digging deeper into US and European stock market valuations …
26th May 2016
This report is only available as a PDF. Click to download. … How will EM currencies handle the Fed? …
25th May 2016
This report is only available as a PDF. Click to download. … How has the demand for Treasuries changed? …
24th May 2016
This report is only available as a PDF. Click to download. … Will the US dollar continue to recover? …
23rd May 2016
This report is only available as a PDF. Click to download. … How do the valuations of US and euro-zone equities compare? …
20th May 2016
This report is only available as a PDF. Click to download. … Will markets take the resumption of US rate hikes in their stride? …
19th May 2016
This report is only available as a PDF. Click to download. … Will US Treasury yields stay low again, despite Fed tightening? …
18th May 2016
This report is only available as a PDF. Click to download. … Should EMs fear rising US Treasury yields next year? …
17th May 2016
This report is only available as a PDF. Click to download. … Will 2017 be a worse year for US Treasuries than 2016? …
16th May 2016
This report is only available as a PDF. Click to download. … Market turmoil following “Brexit” may be much less than feared …
13th May 2016
This report is only available as a PDF. Click to download. … Will oil continue to outperform? …
12th May 2016
This report is only available as a PDF. Click to download. … Will impeachment in Brazil unleash another big rally? …
11th May 2016
This report is only available as a PDF. Click to download. … On the relative prospects for bonds in the US and elsewhere …
10th May 2016
This report is only available as a PDF. Click to download. … What next for US corporate bonds? …
9th May 2016
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
