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This report is only available as a PDF. Click to download. … Monetary policy more likely to drive markets than geopolitics …
28th August 2013
By 2014, the Netherlands will have seen an unprecedented fall in household spending. The resulting weakness in the Dutch economy will undermine attempts to address euro-zone imbalances, while beleaguered Dutch voters may harden their opposition to …
26th August 2013
This report is only available as a PDF. Click to download. … US Treasuries stabilise after FOMC minutes …
23rd August 2013
This report is only available as a PDF. Click to download. … FOMC minutes may have shed more light on timing of QE3 taper …
22nd August 2013
This report is only available as a PDF. Click to download. … A full-blown crisis is unlikely in India’s equity and bond markets …
21st August 2013
This report is only available as a PDF. Click to download. … Is the future really that much brighter for US equities than bonds? …
20th August 2013
This report is only available as a PDF. Click to download. … Investors’ focus turns to Jackson Hole …
19th August 2013
This report is only available as a PDF. Click to download. … Japan’s likely policy mix points to renewed yen weakness …
16th August 2013
This report is only available as a PDF. Click to download. … Is the future bright for euro-zone equities? …
15th August 2013
This report is only available as a PDF. Click to download. … Are UK Gilts set to benefit from falling inflation? …
13th August 2013
This report is only available as a PDF. Click to download. … UK consumer price inflation may fall to 2% by year-end …
This report is only available as a PDF. Click to download. … UK MPC was probably united over forward guidance …
12th August 2013
This report is only available as a PDF. Click to download. … UK MPC’s forward guidance has little initial impact …
8th August 2013
This report is only available as a PDF. Click to download. … Have US GDP revisions affected the valuation of the stock market? …
7th August 2013
This report is only available as a PDF. Click to download. … What next for EM dollar-denominated corporate bonds? …
6th August 2013
This report is only available as a PDF. Click to download. … Fed still likely to taper QE3 in September …
5th August 2013
This report is only available as a PDF. Click to download. … Will the decoupling of government bonds continue? …
2nd August 2013
This report is only available as a PDF. Click to download. … Fed to tread cautiously in “tapering” its bond purchases …
1st August 2013
This report is only available as a PDF. Click to download. … US economy probably slowed sharply in Q2 …
31st July 2013
This report is only available as a PDF. Click to download. … Recent weakness in the dollar unlikely to be sustained …
30th July 2013
This report is only available as a PDF. Click to download. … Major central banks unlikely to make radical policy shifts …
29th July 2013
This report is only available as a PDF. Click to download. … Sterling unlikely to suffer from forward guidance …
26th July 2013
This report is only available as a PDF. Click to download. … Is the rally in US equities set to run out of steam? …
25th July 2013
This report is only available as a PDF. Click to download. … What to make of mixed signals on Emerging European rates …
23rd July 2013
This report is only available as a PDF. Click to download. … Gold and sterling benefit from dollar weakness …
This report is only available as a PDF. Click to download. … From Detroit to China… …
22nd July 2013
This report is only available as a PDF. Click to download. … Abe-led coalition heading for Upper House majority …
19th July 2013
This report is only available as a PDF. Click to download. … Bernanke keeps Fed's options open …
18th July 2013
This report is only available as a PDF. Click to download. … Three central banks in focus …
17th July 2013
This report is only available as a PDF. Click to download. … Still no sign of rebalancing in China …
16th July 2013
This report is only available as a PDF. Click to download. … Bernanke has another chance …
15th July 2013
This report is only available as a PDF. Click to download. … Is the post-FOMC minutes respite for Treasuries set to last? …
12th July 2013
This report is only available as a PDF. Click to download. … Industrial commodity prices have further to fall …
11th July 2013
This report is only available as a PDF. Click to download. … Earnings are unlikely to provide a boost to the US stock market …
10th July 2013
This report is only available as a PDF. Click to download. … Fears of sterling crisis look overdone …
9th July 2013
This report is only available as a PDF. Click to download. … US Treasuries spooked by strong payroll data …
8th July 2013
This report is only available as a PDF. Click to download. … Forward guidance gets the green light …
5th July 2013
This report is only available as a PDF. Click to download. … Euro-zone periphery’s troubles far from over …
4th July 2013
This report is only available as a PDF. Click to download. … A cautious Fed should provide some support for Treasuries …
3rd July 2013
This report is only available as a PDF. Click to download. … US passes first of this week’s “QE3 tapering tests” …
2nd July 2013
This report is only available as a PDF. Click to download. … Calm after the storm …
1st July 2013
This report is only available as a PDF. Click to download. … UK recession deeper than previously thought …
28th June 2013
This report is only available as a PDF. Click to download. … Pressure on most LATAM currencies may not relent for long …
27th June 2013
This report is only available as a PDF. Click to download. … Market turmoil yet to take its toll on US consumer confidence …
26th June 2013
This report is only available as a PDF. Click to download. … No reason to expect a “bloodbath” in the US Treasury market …
25th June 2013
This report is only available as a PDF. Click to download. … Will the worst soon be over for emerging equity markets? …
24th June 2013
This report is only available as a PDF. Click to download. … Fed to tread cautiously …
21st June 2013
This report is only available as a PDF. Click to download. … What’s really behind the spike in China’s interbank rates? …
20th June 2013
This report is only available as a PDF. Click to download. … Fed likely to refrain from tapering its asset purchases for now …
19th June 2013
This report is only available as a PDF. Click to download. … Focus on the Fed …
17th June 2013
