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This report is only available as a PDF. Click to download. … How vulnerable are EM equities to the plunge in the price of oil? …
14th November 2014
This report is only available as a PDF. Click to download. … Sterling’s decline against the dollar is probably not over …
13th November 2014
This report is only available as a PDF. Click to download. … Ukraine crisis still a bigger risk to Russia than elsewhere …
12th November 2014
This report is only available as a PDF. Click to download. … Abe government playing a risky game …
11th November 2014
This report is only available as a PDF. Click to download. … The outlook for Japan’s stock market remains bright …
10th November 2014
This report is only available as a PDF. Click to download. … US labour market remains in fine fettle …
7th November 2014
This report is only available as a PDF. Click to download. … Will corporate profits continue to buoy the S&P 500? …
6th November 2014
This report is only available as a PDF. Click to download. … Global equity markets should learn to love lower oil prices …
5th November 2014
This report is only available as a PDF. Click to download. … Has the bubble in Treasuries begun to deflate? …
4th November 2014
This report is only available as a PDF. Click to download. … Will a stronger dollar undermine the US stock market? …
3rd November 2014
This report is only available as a PDF. Click to download. … Russia seeks to stabilise the ruble …
31st October 2014
This report is only available as a PDF. Click to download. … US economy continuing to leave euro-zone far behind …
29th October 2014
This report is only available as a PDF. Click to download. … Fed to end asset purchases, but likely to retain dovish rate guidance …
28th October 2014
This report is only available as a PDF. Click to download. … Ebola fears understandable, but global risks still appear small …
27th October 2014
This report is only available as a PDF. Click to download. … Brazil’s markets wait on election result …
24th October 2014
This report is only available as a PDF. Click to download. … What do the PMIs tell us about the prospects for equities? …
23rd October 2014
This report is only available as a PDF. Click to download. … Are emerging market corporate bonds undervalued? …
22nd October 2014
This report is only available as a PDF. Click to download. … Why is the UK stock market doing so badly? …
21st October 2014
This report is only available as a PDF. Click to download. … The bubble in “junk” bonds appears to be deflating …
20th October 2014
This report is only available as a PDF. Click to download. … When will the bubble in bonds burst? …
17th October 2014
This report is only available as a PDF. Click to download. … Why the correction is unlikely to turn into a bear market …
16th October 2014
This report is only available as a PDF. Click to download. … Slump in bond yields hard to square with economic reality …
15th October 2014
This report is only available as a PDF. Click to download. … Four clouds over global markets …
13th October 2014
This report is only available as a PDF. Click to download. … The slide in the US stock market is unlikely to turn into a rout …
10th October 2014
This report is only available as a PDF. Click to download. … UK Gilt yields likely to rebound …
9th October 2014
This report is only available as a PDF. Click to download. … The outlook for bonds is brighter in EMs than in DMs …
8th October 2014
This report is only available as a PDF. Click to download. … When do geopolitical developments threaten economic growth? …
7th October 2014
This report is only available as a PDF. Click to download. … Brazil’s first round election result gives markets hope of reform …
6th October 2014
This report is only available as a PDF. Click to download. … Healthy US Employment Report gives the dollar another boost …
3rd October 2014
This report is only available as a PDF. Click to download. … US non-farm payrolls probably grew quite strongly in September …
2nd October 2014
This report is only available as a PDF. Click to download. … How will Russia respond to capital flight? …
1st October 2014
This report is only available as a PDF. Click to download. … Euro continues to plunge …
30th September 2014
This report is only available as a PDF. Click to download. … Will there be a wider fall-out from events in Hong Kong? …
29th September 2014
This report is only available as a PDF. Click to download. … EM equity sell-off unlikely to turn into a rout …
26th September 2014
Although the US dollar has already strengthened significantly against the other major currencies during the third quarter, we expect it to appreciate further as the monetary policy of the Fed diverges from that of central banks elsewhere. … Dollar likely …
25th September 2014
Although the US dollar has already strengthened significantly against the other major currencies during the third quarter, we expect it to appreciate further as the monetary policy of the Fed diverges from that of central banks elsewhere. … Are Italian …
24th September 2014
The recent slide in the Bloomberg index of spot commodity prices to its lowest level since 2010 has caught the attention of many commentators. But the underlying picture is far more nuanced than the headlines might suggest and it is actually encouraging, …
23rd September 2014
This report is only available as a PDF. Click to download. … Are share buy-backs really still boosting the US stock market? …
22nd September 2014
The US non-financial corporate sector is no longer generating enough savings at home to finance its capital spending. The US government is therefore now reliant on funding from other sources. Should investors in the Treasury market be worried? … US …
19th September 2014
This report is only available as a PDF. Click to download. … All eyes on Scotland …
18th September 2014
This report is only available as a PDF. Click to download. … Och Aye – or No thanks? …
17th September 2014
This report is only available as a PDF. Click to download. … Will the Fed amend its "considerable time" pledge? …
16th September 2014
The S&P 500 has been struggling to break decisively above 2,000 in recent weeks. This is hardly surprising given the outlook for Fed policy. However, we doubt monetary tightening will drive US equity prices significantly lower. And those expecting a major …
15th September 2014
This report is only available as a PDF. Click to download. … Consensus still too sanguine on timing of first US rate hike …
12th September 2014
This report is only available as a PDF. Click to download. … Aussie dollar likely to come under further pressure …
11th September 2014
This report is only available as a PDF. Click to download. … What next for EM local currency government bonds? …
10th September 2014
This report is only available as a PDF. Click to download. … Further evidence that weak US payrolls data were just a blip …
9th September 2014
This report is only available as a PDF. Click to download. … Would Scottish independence drive sterling down even further? …
8th September 2014
This report is only available as a PDF. Click to download. … US economy going strong despite disappointing Employment Report …
5th September 2014
This report is only available as a PDF. Click to download. … Euro likely to fall even further …
4th September 2014
