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This report is only available as a PDF. Click to download. … ECB likely to soften stance but refrain from action …
7th November 2013
This report is only available as a PDF. Click to download. … Recovery in UK industrial production is likely …
6th November 2013
This report is only available as a PDF. Click to download. … Monetary easing cycle nearing its end in much of Emerging Europe …
5th November 2013
This report is only available as a PDF. Click to download. … ECB is likely to adopt a softer stance …
4th November 2013
This report is only available as a PDF. Click to download. … Fed tapering still likely to start in March, but earlier is possible …
1st November 2013
This report is only available as a PDF. Click to download. … Fed not the only central bank in the game …
31st October 2013
This report is only available as a PDF. Click to download. … FOMC decision unlikely to alter expectations for tapering …
30th October 2013
This report is only available as a PDF. Click to download. … Future less bright for EM local currency government bonds …
29th October 2013
This report is only available as a PDF. Click to download. … US dollar's reserve currency status not at serious risk …
28th October 2013
This report is only available as a PDF. Click to download. … UK economy probably expanded at ahealthy rate in Q3 …
25th October 2013
This report is only available as a PDF. Click to download. … Euro's strength is likely to be short-lived …
24th October 2013
This report is only available as a PDF. Click to download. … Limited upside for the US stockmarket …
23rd October 2013
This report is only available as a PDF. Click to download. … Fiscal uncertainty may not stop Fed from tapering QE3 in December …
22nd October 2013
This report is only available as a PDF. Click to download. … China's Q3 GDP growth probably as good as it gets …
21st October 2013
This report is only available as a PDF. Click to download. … Focus shifts to China GDP …
18th October 2013
This report is only available as a PDF. Click to download. … Thursday 17th October will be just another day …
17th October 2013
This report is only available as a PDF. Click to download. … UK unemployment likely to fall only slowly …
16th October 2013
This report is only available as a PDF. Click to download. … US Treasury yields unlikely to soar in the event of a default …
15th October 2013
This report is only available as a PDF. Click to download. … Kicking the can down the road? …
14th October 2013
This report is only available as a PDF. Click to download. … Gold should still be one of the few winners from US default …
11th October 2013
This report is only available as a PDF. Click to download. … Fed policy to be much the same with Yellen in the driving seat …
10th October 2013
This report is only available as a PDF. Click to download. … The US government is not Lehmans …
9th October 2013
This report is only available as a PDF. Click to download. … Recent weakness in the Nikkei is likely to be short-lived …
8th October 2013
This report is only available as a PDF. Click to download. … US fiscal uncertainty may well drag on throughout this week …
7th October 2013
This report is only available as a PDF. Click to download. … Investors likely to maintain their demand for US Treasuries …
4th October 2013
This report is only available as a PDF. Click to download. … Dollar weakness should prove only temporary …
3rd October 2013
This report is only available as a PDF. Click to download. … Investors’ calm over US government shutdown may be short-lived …
2nd October 2013
This report is only available as a PDF. Click to download. … Investors complacent about renewed political uncertainty in Italy …
1st October 2013
This report is only available as a PDF. Click to download. … US debt-ceiling crisis may shake confidence further …
30th September 2013
This report is only available as a PDF. Click to download. … US equities and government bonds diverge post-Fed …
27th September 2013
This report is only available as a PDF. Click to download. … Fall-out from US debt-ceiling crisis may not be as severe as 2011 …
26th September 2013
This report is only available as a PDF. Click to download. … Only small gains in store for US equities …
24th September 2013
This report is only available as a PDF. Click to download. … Euro-zone peripheral bonds unlikely to benefit from German election …
This report is only available as a PDF. Click to download. … German election unlikely to trigger renewed demand for safe havens …
23rd September 2013
This report is only available as a PDF. Click to download. … US Treasuries rally after Fed delays QE3 tapering …
20th September 2013
This report is only available as a PDF. Click to download. … Can Treasury yields remain low without Fed purchases? …
19th September 2013
This report is only available as a PDF. Click to download. … Fed will probably announce a small cut in its asset purchases …
18th September 2013
This report is only available as a PDF. Click to download. … Positive market reaction to Summers' withdrawal may not last …
17th September 2013
This report is only available as a PDF. Click to download. … Fed is likely to announce a tapering of QE3 …
16th September 2013
This report is only available as a PDF. Click to download. … Sterling's rally against the dollar is unlikely to be sustained …
13th September 2013
This report is only available as a PDF. Click to download. … Enthusiasm for emerging market equities likely to grow …
11th September 2013
This report is only available as a PDF. Click to download. … What’s really been behind the bounce in Japanese equities? …
10th September 2013
This report is only available as a PDF. Click to download. … Mixed Employment Report leaves tapering in the balance …
9th September 2013
This report is only available as a PDF. Click to download. … ECB’s dovish outlook puts the euro under pressure …
6th September 2013
High hopes are being pinned on interest rate liberalisation to inject some vitality into China’s economy. But the full gains from liberalisation will only be realised if the government is willing to allow state-owned borrowers to fail. This is still far …
5th September 2013
This report is only available as a PDF. Click to download. … Will Spanish bond spreads narrow further? …
4th September 2013
This report is only available as a PDF. Click to download. … Euro-zone equities are unlikely to hold onto their gains …
3rd September 2013
This report is only available as a PDF. Click to download. … US payrolls may reinforce expectation of September QE3 taper …
2nd September 2013
This report is only available as a PDF. Click to download. … A recovery in emerging market currencies may be on the cards …
30th August 2013
This report is only available as a PDF. Click to download. … Could Western intervention in Syria derail the recovery? …
29th August 2013
