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This report is only available as a PDF. Click to download. … What next for the Brazilian real? …
22nd September 2015
This report is only available as a PDF. Click to download. … Is the global financial crisis about to enter a third stage? …
21st September 2015
This report is only available as a PDF. Click to download. … Assessing the market fall-out from the Fed’s inaction …
18th September 2015
This report is only available as a PDF. Click to download. … Are the markets braced for tighter US monetary policy? …
17th September 2015
This report is only available as a PDF. Click to download. … Fed tightening and the relative prospects for DM equities …
16th September 2015
This report is only available as a PDF. Click to download. … Don’t believe the CAPE …
15th September 2015
This report is only available as a PDF. Click to download. … First Fed rate hike need not be a seismic shock …
14th September 2015
This report is only available as a PDF. Click to download. … How will markets react to Fed “lift-off”? …
11th September 2015
This report is only available as a PDF. Click to download. … EM foreign currency bond yields likely to rise, but not balloon …
10th September 2015
This report is only available as a PDF. Click to download. … Which EM currencies will suffer in the event of more capital flight? …
9th September 2015
This report is only available as a PDF. Click to download. … Not all commodity currencies are the same …
8th September 2015
This report is only available as a PDF. Click to download. … What next for sterling? …
7th September 2015
This report is only available as a PDF. Click to download. … What to make of the latest US Employment Report? …
4th September 2015
This report is only available as a PDF. Click to download. … Taking stock of the sell-off in EM equities …
3rd September 2015
This report is only available as a PDF. Click to download. … What next for the dollar? …
2nd September 2015
This report is only available as a PDF. Click to download. … Monetary policy has not become impotent …
1st September 2015
This report is only available as a PDF. Click to download. … Industrial commodities ripe for recovery …
28th August 2015
This report is only available as a PDF. Click to download. … How much will the market turmoil influence the Fed’s thinking? …
27th August 2015
This report is only available as a PDF. Click to download. … Drivers of the US stock market are likely to change Capital …
26th August 2015
This report is only available as a PDF. Click to download. … More monetary easing in China restores some calm to the markets …
25th August 2015
This report is only available as a PDF. Click to download. … What to make of the panic in financial markets? …
24th August 2015
This report is only available as a PDF. Click to download. … Has the euro really become a “safe haven”? …
21st August 2015
This report is only available as a PDF. Click to download. … Slump in EM equities seems unlikely to last much longer …
20th August 2015
This report is only available as a PDF. Click to download. … Renewed weakness in the yen should boost equities in Japan …
19th August 2015
This report is only available as a PDF. Click to download. … Re-run of the Asian Financial Crisis looks unlikely …
18th August 2015
This report is only available as a PDF. Click to download. … Why are US corporate credit spreads creeping up? …
17th August 2015
This report is only available as a PDF. Click to download. … What next for the US stock market? …
14th August 2015
This report is only available as a PDF. Click to download. … On the renminbi and the performance of EM markets …
13th August 2015
This report is only available as a PDF. Click to download. … Renminbi unlikely to spark a rout in EM markets …
12th August 2015
This report is only available as a PDF. Click to download. … Renminbi “devaluation” may be a damp squib …
11th August 2015
This report is only available as a PDF. Click to download. … How has the lower oil price affected US credit spreads? …
10th August 2015
This report is only available as a PDF. Click to download. … Solid US jobs report leaves Fed on track for September rate hike …
7th August 2015
This report is only available as a PDF. Click to download. … EM equities set to outperform in 2016-17 …
6th August 2015
This report is only available as a PDF. Click to download. … BoE Governor may steal hawks’ limelight on Super Thursday …
5th August 2015
This report is only available as a PDF. Click to download. … Will petro-currencies continue to fall? …
4th August 2015
This report is only available as a PDF. Click to download. … Recent fall in commodity prices likely to be short-lived …
3rd August 2015
This report is only available as a PDF. Click to download. … Dollar likely to resume appreciation against the euro …
31st July 2015
This report is only available as a PDF. Click to download. … Spike in Brazilian bond yields not on the cards …
30th July 2015
This report is only available as a PDF. Click to download. … Improving US data point to September “lift-off” …
29th July 2015
This report is only available as a PDF. Click to download. … Differentiation of EM currencies to continue …
28th July 2015
This report is only available as a PDF. Click to download. … Treasury yields to rise as relatively aggressive Fed hikes unfold …
27th July 2015
This report is only available as a PDF. Click to download. … Brazil real to find floor at around 3.30/$ …
24th July 2015
This report is only available as a PDF. Click to download. … How will the strength of the dollar affect the S&P 500? …
23rd July 2015
This report is only available as a PDF. Click to download. … Stronger dollar not a big threat to EM foreign currency bonds …
22nd July 2015
This report is only available as a PDF. Click to download. … How will tighter Fed policy affect the markets? …
21st July 2015
This report is only available as a PDF. Click to download. … We expect the renewed strength of the dollar to continue …
20th July 2015
This report is only available as a PDF. Click to download. … What do Carney’s comments imply about the valuation of UK Gilts? …
17th July 2015
This report is only available as a PDF. Click to download. … Australian, New Zealand and Canadian dollars to remain under fire …
16th July 2015
This report is only available as a PDF. Click to download. … What is the Fed “model” telling us? …
15th July 2015
This report is only available as a PDF. Click to download. … Why isn’t a lower oil price affecting US Treasuries much? …
14th July 2015
