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This report is only available as a PDF. Click to download. … Will foreigners' enthusiasm for Spanish government debt wane? …
28th March 2014
This report is only available as a PDF. Click to download. … Internationalisation of Corporate America justifies higher margins …
27th March 2014
This report is only available as a PDF. Click to download. … Do capital inflows explain the euro's strength? …
26th March 2014
This report is only available as a PDF. Click to download. … Emerging Asia equities likely to stop underperforming soon …
25th March 2014
This report is only available as a PDF. Click to download. … Rally in US dollar to be extended …
24th March 2014
This report is only available as a PDF. Click to download. … Fed still in no rush to tighten policy …
21st March 2014
This report is only available as a PDF. Click to download. … Scope for UK Gilts to outperform US Treasuries …
20th March 2014
This report is only available as a PDF. Click to download. … Are bond investors too complacent about the outlook for Fed policy? …
19th March 2014
This report is only available as a PDF. Click to download. … Muted reaction to Crimea vote, but significant risks remain …
18th March 2014
This report is only available as a PDF. Click to download. … Ukraine crisis still has potential to rattle markets further …
17th March 2014
This report is only available as a PDF. Click to download. … World as a whole should benefit from slower growth in China …
14th March 2014
This report is only available as a PDF. Click to download. … Both yen and gold retain safe-haven status …
13th March 2014
This report is only available as a PDF. Click to download. … Slide in copper and iron prices likely to continue …
12th March 2014
This report is only available as a PDF. Click to download. … Emerging Asia equities back in favour …
11th March 2014
This report is only available as a PDF. Click to download. … US Employment Report should ensure more Fed tapering in March …
10th March 2014
This report is only available as a PDF. Click to download. … What are the relative prospects for euro-zone and US bonds? …
7th March 2014
This report is only available as a PDF. Click to download. … West should win any financial war with Russia …
6th March 2014
This report is only available as a PDF. Click to download. … Ukraine crisis to have limited impact on energy prices …
5th March 2014
This report is only available as a PDF. Click to download. … Fallout from Ukraine rattles global markets …
4th March 2014
This report is only available as a PDF. Click to download. … ECB still likely to loosen monetary policy soon …
3rd March 2014
This report is only available as a PDF. Click to download. … Euro-zone CPI inflation likely to have dropped further …
28th February 2014
This report is only available as a PDF. Click to download. … Euro-zone equities set to benefit from a weaker euro …
27th February 2014
This report is only available as a PDF. Click to download. … Greater renminbi volatility lies ahead …
26th February 2014
This report is only available as a PDF. Click to download. … G20 faces stiff challenge in boosting GDP …
25th February 2014
This report is only available as a PDF. Click to download. … Political contagion not the biggest risk for emerging markets …
24th February 2014
This report is only available as a PDF. Click to download. … Fed mulling new guidance to keep rate expectations low …
21st February 2014
This report is only available as a PDF. Click to download. … Euro-zone recovery probably gathered pace in Q1 …
20th February 2014
This report is only available as a PDF. Click to download. … Outlook for US equities is brighter than for bonds …
19th February 2014
This report is only available as a PDF. Click to download. … Too early to conclude that "Abenomics" is failing …
18th February 2014
This report is only available as a PDF. Click to download. … Weather can impact commodity prices in odd ways …
17th February 2014
This report is only available as a PDF. Click to download. … Will investors fall back in love with gold? …
14th February 2014
This report is only available as a PDF. Click to download. … UK monetary policy likely to remain loose for some time yet …
13th February 2014
This report is only available as a PDF. Click to download. … Bank of England set to alter its forward guidance …
12th February 2014
This report is only available as a PDF. Click to download. … Yellen likely to play down weak data and EM turmoil …
11th February 2014
This report is only available as a PDF. Click to download. … Disappointing payrolls unlikely to sway the Fed …
10th February 2014
This report is only available as a PDF. Click to download. … US non-farm payrolls likely to rebound after weather distortion …
7th February 2014
This report is only available as a PDF. Click to download. … ECB likely to loosen monetary policy further soon …
6th February 2014
This report is only available as a PDF. Click to download. … Equities are likely to recover over the course of 2014 …
5th February 2014
This report is only available as a PDF. Click to download. … Fed tapering not the main driver of EM sell-off …
4th February 2014
This report is only available as a PDF. Click to download. … ECB meeting could overshadow US employment data …
3rd February 2014
This report is only available as a PDF. Click to download. … How worried should we be about China? …
31st January 2014
This report is only available as a PDF. Click to download. … Many EM central banks still likely to shrug off currency weakness …
30th January 2014
This report is only available as a PDF. Click to download. … Fed likely to continue with taper despite market volatility …
29th January 2014
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
