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This report is only available as a PDF. Click to download. … Fed taper fears (mostly) overdone …
14th June 2013
This report is only available as a PDF. Click to download. … US retail sales should have been healthier in May …
13th June 2013
This report is only available as a PDF. Click to download. … How big a deal is the tapering of QE3? …
12th June 2013
This report is only available as a PDF. Click to download. … EM currencies come under further fire …
11th June 2013
This report is only available as a PDF. Click to download. … Bond market bloodbath unlikely …
10th June 2013
This report is only available as a PDF. Click to download. … Japanese investors continue to sell foreign bonds …
7th June 2013
This report is only available as a PDF. Click to download. … US labour market shows some signs of faltering …
6th June 2013
This report is only available as a PDF. Click to download. … Worst could be over for the Nikkei …
5th June 2013
This report is only available as a PDF. Click to download. … Political unrest drives down Turkey's stock market …
4th June 2013
This report is only available as a PDF. Click to download. … US non-farm payrolls should show a solid gain for May …
3rd June 2013
This report is only available as a PDF. Click to download. … Oil prices to fall further (regardless of OPEC) …
31st May 2013
This report is only available as a PDF. Click to download. … Too soon to call the turn in global bond yields …
30th May 2013
This report is only available as a PDF. Click to download. … US consumer confidence surges to a five-year high …
29th May 2013
This report is only available as a PDF. Click to download. … Pace of renminbi appreciation set to slow …
27th May 2013
This report is only available as a PDF. Click to download. … Global equities show their dependency on Fed support …
24th May 2013
This report is only available as a PDF. Click to download. … Fed Chairman in no rush to taper asset purchases …
23rd May 2013
This report is only available as a PDF. Click to download. … Sterling’s slide unlikely to gather pace …
22nd May 2013
This report is only available as a PDF. Click to download. … "A year of two halves" still in prospect for equities …
21st May 2013
This report is only available as a PDF. Click to download. … TIPS at a turning point? …
20th May 2013
This report is only available as a PDF. Click to download. … Global recovery to remain sluggish …
17th May 2013
This report is only available as a PDF. Click to download. … Japan’s stock market now appears overvalued …
16th May 2013
This report is only available as a PDF. Click to download. … Euro-zone economy probably shrank again in Q1 …
15th May 2013
This report is only available as a PDF. Click to download. … Yen's slide has further to run …
14th May 2013
This report is only available as a PDF. Click to download. … G7 finance ministers likely to have stuck to the script …
13th May 2013
This report is only available as a PDF. Click to download. … UK trade deficit probably narrowed in March …
10th May 2013
This report is only available as a PDF. Click to download. … UK MPC to hold fire for now …
9th May 2013
This report is only available as a PDF. Click to download. … Investors rediscover their appetite for EM equities …
8th May 2013
This report is only available as a PDF. Click to download. … Better-than-expected US Employment Report provides some cheer …
6th May 2013
This report is only available as a PDF. Click to download. … How healthy is the US labour market? …
3rd May 2013
This report is only available as a PDF. Click to download. … ECB poised to cut rates …
2nd May 2013
This report is only available as a PDF. Click to download. … Diminishing appeal of inflation-indexed bonds …
1st May 2013
This report is only available as a PDF. Click to download. … Weak data add to pressure on ECB to cut rates …
30th April 2013
This report is only available as a PDF. Click to download. … Euro more vulnerable to euro-zone crisis flare-up than ECB policy …
29th April 2013
This report is only available as a PDF. Click to download. … Sterling strengthens on better-than-expected GDP data …
26th April 2013
This report is only available as a PDF. Click to download. … Emerging market dollar bonds likely to remain under pressure …
25th April 2013
This report is only available as a PDF. Click to download. … Renewed weakness in global economy should prolong QE …
24th April 2013
This report is only available as a PDF. Click to download. … More life left in the US Treasury market rally …
23rd April 2013
This report is only available as a PDF. Click to download. … Sell-off in US equities unlikely to turn into a rout …
22nd April 2013
This report is only available as a PDF. Click to download. … IMF projections still look too optimistic …
19th April 2013
This report is only available as a PDF. Click to download. … Lower oil prices to weigh on Russia’s economy and markets …
18th April 2013
This report is only available as a PDF. Click to download. … ZEW survey reveals waning confidence in Germany’s recovery …
17th April 2013
This report is only available as a PDF. Click to download. … Gold’s slump not supported by fundamentals …
16th April 2013
This report is only available as a PDF. Click to download. … What explains Friday’s sell-off? …
15th April 2013
This report is only available as a PDF. Click to download. … Cypriot crisis far from over …
12th April 2013
This report is only available as a PDF. Click to download. … FOMC minutes refocus attention on role of QE3 …
11th April 2013
This report is only available as a PDF. Click to download. … Treasury yields to remain low, with or without Japanese buying …
10th April 2013
This report is only available as a PDF. Click to download. … A cautionary note on Japanese equities …
9th April 2013
This report is only available as a PDF. Click to download. … A further significant fall in the yen probably lies ahead …
8th April 2013
This report is only available as a PDF. Click to download. … US non-farm payrolls probably registered a healthy gain in March …
5th April 2013
This report is only available as a PDF. Click to download. … Spring slowdown in the US economy would be no cause for alarm …
4th April 2013