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This report is only available as a PDF. Click to download. … US dollar set to resume its climb? …
28th April 2015
This report is only available as a PDF. Click to download. … Three macro risks to the recovery in commodity prices …
27th April 2015
This report is only available as a PDF. Click to download. … More stimulus from the BoJ could give the Nikkei a further lift …
24th April 2015
This report is only available as a PDF. Click to download. … Prospects for monetary policy should still underpin the US dollar …
23rd April 2015
This report is only available as a PDF. Click to download. … Could the UK’s election drive sterling lower? …
22nd April 2015
This report is only available as a PDF. Click to download. … Brent to recover a little further, but path to be rocky …
21st April 2015
This report is only available as a PDF. Click to download. … What explains the underwhelming performance of US equities? …
20th April 2015
This report is only available as a PDF. Click to download. … Greece stepping closer to the exit …
17th April 2015
This report is only available as a PDF. Click to download. … Will the UK election give the stock market a nasty shock? …
15th April 2015
This report is only available as a PDF. Click to download. … Will the rally in emerging market equities continue? …
14th April 2015
This report is only available as a PDF. Click to download. … New forecasts for UK Gilts …
13th April 2015
This report is only available as a PDF. Click to download. … Will gilts weather the election? …
10th April 2015
This report is only available as a PDF. Click to download. … How will US monetary policy affect Treasury yields? …
9th April 2015
This report is only available as a PDF. Click to download. … More downside for the yen than for the euro …
8th April 2015
This report is only available as a PDF. Click to download. … Oil price to rise in spite of Iran deal …
This report is only available as a PDF. Click to download. … What can euro-zone corporate bonds tell us about the effect of QE? …
3rd April 2015
This report is only available as a PDF. Click to download. … Just how strong is the US dollar? …
2nd April 2015
This report is only available as a PDF. Click to download. … What role has the ECB’s QE played in driving down credit spreads? …
1st April 2015
This report is only available as a PDF. Click to download. … Cross-border bond investment in the euro-zone – what are the risks? …
31st March 2015
This report is only available as a PDF. Click to download. … Still little sign that the strong US labour market is squeezing margins …
27th March 2015
This report is only available as a PDF. Click to download. … The dollar and the US stock market – exploring the link …
26th March 2015
This report is only available as a PDF. Click to download. … What next for the DAX? …
25th March 2015
This report is only available as a PDF. Click to download. … Is the strong dollar a threat to EM corporate bonds? …
24th March 2015
This report is only available as a PDF. Click to download. … Still plenty of the upside for the US dollar …
23rd March 2015
This report is only available as a PDF. Click to download. … Strong dollar to keep the US stock market in check …
20th March 2015
This report is only available as a PDF. Click to download. … Assessing the impact of Fed policy on the markets …
19th March 2015
This report is only available as a PDF. Click to download. … UK election may cause more market turbulence than the Budget …
18th March 2015
This report is only available as a PDF. Click to download. … What to make of the renewed slump in the price of WTI …
17th March 2015
This report is only available as a PDF. Click to download. … Will Fed tightening reduce the appeal of share buy-backs? …
16th March 2015
This report is only available as a PDF. Click to download. … Treasuries still vulnerable to a recalibration of rate expectations …
13th March 2015
This report is only available as a PDF. Click to download. … A snapshot of our views on emerging markets and commodities …
12th March 2015
This report is only available as a PDF. Click to download. … Where we differ most from the consensus …
11th March 2015
This report is only available as a PDF. Click to download. … Where next for EM currencies? …
10th March 2015
This report is only available as a PDF. Click to download. … How low can euro-zone sovereign credit spreads go? …
9th March 2015
This report is only available as a PDF. Click to download. … Another strong US Employment Report keeps the pressure on the Fed …
This report is only available as a PDF. Click to download. … Has the tide really turned for the Swiss franc? …
5th March 2015
This report is only available as a PDF. Click to download. … Will further monetary easing in India continue to buoy asset prices? …
4th March 2015
This report is only available as a PDF. Click to download. … Aussie dollar still primed to weaken …
3rd March 2015
This report is only available as a PDF. Click to download. … Lower interest rates won’t prevent a decline in Chinese equities …
2nd March 2015
This report is only available as a PDF. Click to download. … What next for the Brazilian real? …
27th February 2015
This report is only available as a PDF. Click to download. … Little reason to be positive about negative bond yields …
26th February 2015
This report is only available as a PDF. Click to download. … Assessing the relative value of US and euro-zone stock markets …
25th February 2015
This report is only available as a PDF. Click to download. … Will the US stock market continue to power ahead? …
24th February 2015
This report is only available as a PDF. Click to download. … Will a foreign hunt for yield provide some support to US Treasuries? …
23rd February 2015
This report is only available as a PDF. Click to download. … Sterling’s gains are unlikely to be sustained …
19th February 2015
This report is only available as a PDF. Click to download. … Is the underperformance of emerging market equities over? …
18th February 2015
This report is only available as a PDF. Click to download. … Global markets unprepared for a Greek exit from the euro-zone …
17th February 2015
This report is only available as a PDF. Click to download. … What should we make of the recent rise in JGB yields? …
16th February 2015
This report is only available as a PDF. Click to download. … Oil prices likely to continue to rise, but not surge …
13th February 2015
This report is only available as a PDF. Click to download. … Rally in Russian equities following ceasefire set to stall …
12th February 2015
