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This report is only available as a PDF. Click to download. … Risks to euro still lie on the downside …
13th July 2015
This report is only available as a PDF. Click to download. … Greece vs. China: size isn’t everything …
10th July 2015
This report is only available as a PDF. Click to download. … “Grexit” unlikely to derail global economy or markets …
9th July 2015
This report is only available as a PDF. Click to download. … Is China’s stock market collapse affecting equities in other EMs? …
8th July 2015
This report is only available as a PDF. Click to download. … Two Antipodean currencies moving in one direction …
7th July 2015
This report is only available as a PDF. Click to download. … "Grexit" just one of several downside risks for oil prices …
6th July 2015
This report is only available as a PDF. Click to download. … How will the markets react to the outcome of Greece’s referendum? …
3rd July 2015
This report is only available as a PDF. Click to download. … How might a Grexit affect Greece’s stock market? …
2nd July 2015
This report is only available as a PDF. Click to download. … Is the bear market on China’s mainland a threat to other EM equities? …
1st July 2015
This report is only available as a PDF. Click to download. … What would a Grexit mean for US government bonds? …
30th June 2015
This report is only available as a PDF. Click to download. … How will markets react if the Greek referendum leads to a Grexit? …
29th June 2015
This report is only available as a PDF. Click to download. … Will EM local currency bonds continue to outperform? …
26th June 2015
This report is only available as a PDF. Click to download. … The euro, not the Greek crisis, is holding back euro-zone equities …
25th June 2015
This report is only available as a PDF. Click to download. … What to make of the relative prices of US equities and bonds …
23rd June 2015
This report is only available as a PDF. Click to download. … Recovery in euro probably due to complacency, not carry trades …
22nd June 2015
This report is only available as a PDF. Click to download. … Renewed decline in Treasury yields is likely to prove temporary …
19th June 2015
This report is only available as a PDF. Click to download. … What does the outlook for US interest rates mean for commodities? …
18th June 2015
This report is only available as a PDF. Click to download. … A Grexit might not drag euro-zone equities down for long …
17th June 2015
This report is only available as a PDF. Click to download. … EM financial markets shrug off concerns about Greece …
16th June 2015
This report is only available as a PDF. Click to download. … Contagion from Greek crisis likely to boost gold price further …
15th June 2015
This report is only available as a PDF. Click to download. … A snapshot of our views on the US, Europe and Japan …
11th June 2015
This report is only available as a PDF. Click to download. … Yen weakness to resume despite Kuroda comments …
10th June 2015
This report is only available as a PDF. Click to download. … What to make of the increase in EM corporate debt …
9th June 2015
This report is only available as a PDF. Click to download. … Will emerging market equities rebound? …
8th June 2015
This report is only available as a PDF. Click to download. … Another strong jobs report tees up the FOMC for a September hike …
5th June 2015
This report is only available as a PDF. Click to download. … Will the sell-off in Bunds continue? …
4th June 2015
This report is only available as a PDF. Click to download. … A “Goldilocks” scenario for oil prices? …
3rd June 2015
This report is only available as a PDF. Click to download. … What explains the renewed calm in the Treasury market? …
2nd June 2015
This report is only available as a PDF. Click to download. … What is the likely fallout from Greece’s negotiations? …
1st June 2015
This report is only available as a PDF. Click to download. … When will profit margins come under pressure? …
29th May 2015
This report is only available as a PDF. Click to download. … Where next for China’s stock markets? …
28th May 2015
This report is only available as a PDF. Click to download. … Strong US dollar consistent with relatively strong US economy …
27th May 2015
This report is only available as a PDF. Click to download. … Will the spread of Spain’s sovereign debt remain so low? …
26th May 2015
This report is only available as a PDF. Click to download. … What to make of banks’ waning demand for Treasuries …
22nd May 2015
This report is only available as a PDF. Click to download. … How would the S&P react to higher US rates? …
21st May 2015
This report is only available as a PDF. Click to download. … Currency misalignment – where and how much? …
20th May 2015
This report is only available as a PDF. Click to download. … Continued euro weakness on the horizon …
19th May 2015
This report is only available as a PDF. Click to download. … Fed tightening likely to undermine Treasuries …
18th May 2015
This report is only available as a PDF. Click to download. … How much of a threat is tighter Fed policy to US corporate bonds? …
15th May 2015
This report is only available as a PDF. Click to download. … How vulnerable are US equities to developments in bonds? …
14th May 2015
This report is only available as a PDF. Click to download. … Bond market sell-off needs to be seen in perspective …
13th May 2015
This report is only available as a PDF. Click to download. … US Treasury sell-off is unlikely to turn into a rout …
12th May 2015
This report is only available as a PDF. Click to download. … Is China’s stock market defying economic logic? …
11th May 2015
This report is only available as a PDF. Click to download. … Respite for US Treasuries is only likely to be temporary …
8th May 2015
This report is only available as a PDF. Click to download. … Recovery in oil price likely to run out of steam …
7th May 2015
This report is only available as a PDF. Click to download. … Sterling still vulnerable to political risks …
6th May 2015
This report is only available as a PDF. Click to download. … Will German bunds and stocks move in lockstep? …
5th May 2015
This report is only available as a PDF. Click to download. … All eyes on UK election and US payrolls …
1st May 2015
This report is only available as a PDF. Click to download. … US Treasury yields are likely to grind higher …
30th April 2015
This report is only available as a PDF. Click to download. … Bank of Japan could be about to spring a surprise …
29th April 2015
