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This report is only available as a PDF. Click to download. … Is the bull market in Treasuries over? …
11th February 2015
This report is only available as a PDF. Click to download. … How much has investors’ appetite for EM bonds really waned? …
10th February 2015
This report is only available as a PDF. Click to download. … How would the markets react to a Grexit? …
9th February 2015
This report is only available as a PDF. Click to download. … Strong US Employment Report bolsters case for June rate hike …
6th February 2015
This report is only available as a PDF. Click to download. … What to make of the rally in US TIPS? …
5th February 2015
This report is only available as a PDF. Click to download. … Prospects for equities look brighter in Japan than in the euro-zone …
4th February 2015
This report is only available as a PDF. Click to download. … What’s behind the collapse in long-term Gilt yields? …
2nd February 2015
This report is only available as a PDF. Click to download. … Scope for further monetary easing in Russia is limited …
30th January 2015
This report is only available as a PDF. Click to download. … Has there really been a plunge in inflation expectations? …
29th January 2015
This report is only available as a PDF. Click to download. … Are US corporates an early casualty of global “currency wars”? …
28th January 2015
This report is only available as a PDF. Click to download. … Investors shrug off Russia’s downgrade by S&P …
27th January 2015
This report is only available as a PDF. Click to download. … Will QE drive the euro down further? …
26th January 2015
This report is only available as a PDF. Click to download. … What next for the euro? …
23rd January 2015
This report is only available as a PDF. Click to download. … Markets give the thumbs up to the ECB …
22nd January 2015
This report is only available as a PDF. Click to download. … How will we tell if the ECB’s QE is likely to be a success? …
21st January 2015
This report is only available as a PDF. Click to download. … Has demand from overseas fuelled the rally in Treasuries? …
20th January 2015
This report is only available as a PDF. Click to download. … Danish krone peg likely to hold …
19th January 2015
This report is only available as a PDF. Click to download. … How would markets in the euro-zone react to QE from the ECB? …
16th January 2015
This report is only available as a PDF. Click to download. … SNB sends shockwaves through the markets …
15th January 2015
This report is only available as a PDF. Click to download. … What would QE do for euro-zone equities? …
14th January 2015
This report is only available as a PDF. Click to download. … New forecasts for US Treasuries …
13th January 2015
This report is only available as a PDF. Click to download. … Australian dollar may yet have further to fall …
12th January 2015
This report is only available as a PDF. Click to download. … Another strong jobs report keeps early Fed tightening on the cards …
9th January 2015
This report is only available as a PDF. Click to download. … How vulnerable are TIPS to growing expectations of deflation? …
8th January 2015
This report is only available as a PDF. Click to download. … What has been driving the rally in US Treasuries? …
7th January 2015
This report is only available as a PDF. Click to download. … Euro to fall even further …
6th January 2015
This report is only available as a PDF. Click to download. … Are markets being too complacent about the latest crisis in Greece? …
5th January 2015
This report is only available as a PDF. Click to download. … How will the markets react to Fed tightening next year? …
19th December 2014
This report is only available as a PDF. Click to download. … Oil, not Fed policy, the key for US high-yield corporate bonds …
18th December 2014
This report is only available as a PDF. Click to download. … Is the tide now turning for the ruble? …
17th December 2014
This report is only available as a PDF. Click to download. … As Russia’s crisis deepens, investors batten down the hatches …
16th December 2014
This report is only available as a PDF. Click to download. … Investors in EMs still showing a willingness to differentiate …
12th December 2014
This report is only available as a PDF. Click to download. … Oil price slide elicits opposing policy responses in Russia & Norway …
11th December 2014
This report is only available as a PDF. Click to download. … Russia’s central bank set to hike its key policy rate again …
10th December 2014
This report is only available as a PDF. Click to download. … How vulnerable are EM corporate bonds to a stronger dollar? …
9th December 2014
This report is only available as a PDF. Click to download. … Brent crude likely to find strong support at $60 per barrel …
8th December 2014
This report is only available as a PDF. Click to download. … Strong US employment report takes a toll on the euro …
5th December 2014
This report is only available as a PDF. Click to download. … Will the rally in China’s stock market run out of steam? …
4th December 2014
This report is only available as a PDF. Click to download. … Should we be worried about a default in oil-dependent Venezuela? …
3rd December 2014
This report is only available as a PDF. Click to download. … Is the rise in high-yield corporate bond spreads a warning sign? …
2nd December 2014
This report is only available as a PDF. Click to download. … OPEC’s loss is the rest of the world’s gain …
1st December 2014
This report is only available as a PDF. Click to download. … Falling inflation in the euro-zone to trigger full-blown QE soon …
27th November 2014
This report is only available as a PDF. Click to download. … China’s interest rate cut not a major boost for EM equities …
26th November 2014
This report is only available as a PDF. Click to download. … German Bund yields are likely to remain very low …
25th November 2014
This report is only available as a PDF. Click to download. … Will the US stock market run out of steam? …
24th November 2014
This report is only available as a PDF. Click to download. … ECB’s Draghi provides more hints that “full-blown” QE is coming …
21st November 2014
This report is only available as a PDF. Click to download. … Will the yen remain in free fall? …
20th November 2014
This report is only available as a PDF. Click to download. … Is the gold price set to benefit from European central bank buying? …
19th November 2014
This report is only available as a PDF. Click to download. … What would further yen weakness mean for other Asian currencies? …
18th November 2014
This report is only available as a PDF. Click to download. … Yen to fall a lot further as monetary policies diverge …
17th November 2014
