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This report is only available as a PDF. Click to download. … Fears of an emerging market rout appear overdone …
28th January 2014
This report is only available as a PDF. Click to download. … Is a new crisis set to sweep across emerging markets? …
27th January 2014
This report is only available as a PDF. Click to download. … Local rate speculation impacting currencies more than bond yields …
24th January 2014
This report is only available as a PDF. Click to download. … ECB likely to announce further easing before the Bank of Japan …
23rd January 2014
This report is only available as a PDF. Click to download. … IMF plays catch-up …
22nd January 2014
This report is only available as a PDF. Click to download. … Chinese slowdown set to continue into 2014 …
21st January 2014
This report is only available as a PDF. Click to download. … UK unemployment data unlikely to undermine Gilts …
20th January 2014
This report is only available as a PDF. Click to download. … UK retailers likely to have had a poor Christmas on average …
17th January 2014
This report is only available as a PDF. Click to download. … Little scope for US Treasuries and UK Gilts to rally further …
16th January 2014
This report is only available as a PDF. Click to download. … US pipeline price pressures likely to remain subdued …
15th January 2014
This report is only available as a PDF. Click to download. … UK inflation still on course to fall below 2% target …
14th January 2014
This report is only available as a PDF. Click to download. … Fed to continue tapering despite weak US payrolls data …
13th January 2014
This report is only available as a PDF. Click to download. … ECB’s Draghi lays the groundwork for more policy action …
10th January 2014
This report is only available as a PDF. Click to download. … Pressure grows on the ECB to take further action …
9th January 2014
This report is only available as a PDF. Click to download. … China likely to continue with large-scale currency intervention …
8th January 2014
This report is only available as a PDF. Click to download. … Deflation remains a risk for the euro-zone …
7th January 2014
This report is only available as a PDF. Click to download. … Dollar likely to strengthen during 2014 …
6th January 2014
This report is only available as a PDF. Click to download. … Gold finds support again at $1,200 per ounce …
3rd January 2014
This report is only available as a PDF. Click to download. … Markets likely to end 2013 on a strong note …
23rd December 2013
This report is only available as a PDF. Click to download. … Markets shrug off announcement of Fed tapering …
20th December 2013
This report is only available as a PDF. Click to download. … Will the FOMC surprise markets? …
19th December 2013
This report is only available as a PDF. Click to download. … All eyes on the FOMC …
18th December 2013
This report is only available as a PDF. Click to download. … Weakness in Japan's stock market unlikely to last …
17th December 2013
This report is only available as a PDF. Click to download. … Fed taper unlikely to cause a rout in long-term US Treasuries …
16th December 2013
This report is only available as a PDF. Click to download. … Prospects for the UK stock market appear favourable …
13th December 2013
This report is only available as a PDF. Click to download. … Recovery in euro-zone's industrial sector to remain elusive …
12th December 2013
This report is only available as a PDF. Click to download. … US Treasury yields unlikely to surge when the Fed tapers …
11th December 2013
This report is only available as a PDF. Click to download. … India’s outperformance unlikely to be sustained …
10th December 2013
This report is only available as a PDF. Click to download. … US Employment Report likely to prompt December Fed taper …
9th December 2013
This report is only available as a PDF. Click to download. … US Employment Report could prompt Fed to taper later this month …
6th December 2013
This report is only available as a PDF. Click to download. … OPEC production quota already being undermined by Iran and Iraq …
4th December 2013
This report is only available as a PDF. Click to download. … Bank of Japan in no hurry to ease again …
This report is only available as a PDF. Click to download. … Strong ISM manufacturing index gives Fed further food for thought …
3rd December 2013
This report is only available as a PDF. Click to download. … Will US payrolls prompt the Fed to taper later this month? …
2nd December 2013
29th November 2013
This report is only available as a PDF. Click to download. … UK economic recovery will probably start to broaden out …
27th November 2013
This report is only available as a PDF. Click to download. … UK growth in Q3 probably strong but unbalanced …
This report is only available as a PDF. Click to download. … Deal with Iran should eventually help oil prices to fall …
26th November 2013
This report is only available as a PDF. Click to download. … A shift in Fed's policy mix could reassure bond investors …
25th November 2013
This report is only available as a PDF. Click to download. … China currency liberalisation unlikely to affect US Treasuries …
22nd November 2013
This report is only available as a PDF. Click to download. … Fed minutes may shed light on unemployment threshold debate …
21st November 2013
This report is only available as a PDF. Click to download. … Underperformance of EM equities unlikely to persist …
20th November 2013
This report is only available as a PDF. Click to download. … Reform package unlikely to boost China's stock market for long …
19th November 2013
This report is only available as a PDF. Click to download. … No evidence of large bubbles in US stock or housing markets …
18th November 2013
This report is only available as a PDF. Click to download. … Weak euro-zone growth to weigh on the euro …
15th November 2013
This report is only available as a PDF. Click to download. … Euro-zone economy probably expanded in Q3, but only just …
14th November 2013
This report is only available as a PDF. Click to download. … UK Inflation Report could temporarily raise rate expectations …
13th November 2013
This report is only available as a PDF. Click to download. … UK CPI inflation probably dropped sharply in October …
12th November 2013
This report is only available as a PDF. Click to download. … Fed taper may not be the watershed that many assume …
11th November 2013
This report is only available as a PDF. Click to download. … More downside ahead for the euro …
8th November 2013
