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This report is only available as a PDF. Click to download. … What next for the yen? …
6th August 2011
This report is only available as a PDF. Click to download. … No respite for Spain and Italy …
5th August 2011
This report is only available as a PDF. Click to download. … Yen intervention increasingly likely …
4th August 2011
This report is only available as a PDF. Click to download. … US deal won’t avert a debt-rating downgrade …
3rd August 2011
This report is only available as a PDF. Click to download. … AAA-rmageddon out of here... …
2nd August 2011
This report is only available as a PDF. Click to download. … Don't write off the dollar …
30th July 2011
This report is only available as a PDF. Click to download. … Commodities in the calm before the storm …
29th July 2011
This report is only available as a PDF. Click to download. … How much more monetary tightening in India? …
28th July 2011
This report is only available as a PDF. Click to download. … How serious would a US sovereign default be? …
27th July 2011
This report is only available as a PDF. Click to download. … How long will the respite in the euro-zone last? …
26th July 2011
This report is only available as a PDF. Click to download. … What does China’s weak PMI mean for the renminbi? …
23rd July 2011
This report is only available as a PDF. Click to download. … Crunch time for euro-zone policymakers …
22nd July 2011
This report is only available as a PDF. Click to download. … Swiss franc may continue to strengthen against the euro …
21st July 2011
This report is only available as a PDF. Click to download. … More signs of China’s reserve diversification? …
20th July 2011
This report is only available as a PDF. Click to download. … What upside is left for gold? …
19th July 2011
This report is only available as a PDF. Click to download. … How vulnerable are Treasuries to a US credit rating downgrade? …
16th July 2011
This report is only available as a PDF. Click to download. … How long will German Bunds remain a safe haven? …
15th July 2011
This report is only available as a PDF. Click to download. … Even darker days ahead for the euro-zone …
14th July 2011
This report is only available as a PDF. Click to download. … Euro-zone fiscal crisis starts to spread …
13th July 2011
This report is only available as a PDF. Click to download. … Fragile US labour market casts a pall over commodity prices …
12th July 2011
A decline in China's pig population at the turn of the year is now resulting in a surge in pork prices that probably pushed consumer price inflation above 6% y/y last month. Price pressures for non-food items have actually continued to ease, but headline …
9th July 2011
This report is only available as a PDF. Click to download. … China’s rate hike should not lead to a hard landing …
8th July 2011
This report is only available as a PDF. Click to download. … What next for the Australian dollar? …
7th July 2011
This report is only available as a PDF. Click to download. … UK stock market rebound unlikely to last …
6th July 2011
This report is only available as a PDF. Click to download. … US economy far from firing on all cylinders …
5th July 2011
This report is only available as a PDF. Click to download. … US stock market rally should prove short-lived …
2nd July 2011
This report is only available as a PDF. Click to download. … Many challenges still lie ahead for Greece …
1st July 2011
This report is only available as a PDF. Click to download. … Bank roll-over plan no panacea for Greece …
30th June 2011
This report is only available as a PDF. Click to download. … Euro-zone should not bank on China to save the day …
29th June 2011
This report is only available as a PDF. Click to download. … Lower oil prices alone won't rescue the world economy …
28th June 2011
This report is only available as a PDF. Click to download. … Global slowdown sets tone for second half of the year …
25th June 2011
This report is only available as a PDF. Click to download. … Greece remains close to the brink …
24th June 2011
This report is only available as a PDF. Click to download. … Are markets underestimating the potential fall-out from Greece? …
23rd June 2011
This report is only available as a PDF. Click to download. … Emerging equities should outperform in second half of 2011 …
22nd June 2011
This report is only available as a PDF. Click to download. … Fed unlikely to bolster expectations of QE3 …
21st June 2011
This report is only available as a PDF. Click to download. … Greece close to the edge …
18th June 2011
This report is only available as a PDF. Click to download. … What next for the dollar? …
17th June 2011
This report is only available as a PDF. Click to download. … A second bail-out would not solve Greece's problems …
16th June 2011
This report is only available as a PDF. Click to download. … Bank of Japan unlikely to ease just to weaken the yen …
15th June 2011
This report is only available as a PDF. Click to download. … US retail sales probably dropped sharply …
14th June 2011
This report is only available as a PDF. Click to download. … ECB takes a tough line …
11th June 2011
This report is only available as a PDF. Click to download. … US equities should fall further without the support of QE3 …
9th June 2011
This report is only available as a PDF. Click to download. … Prospects for UK gilts still seem rosy …
8th June 2011
This report is only available as a PDF. Click to download. … Oil prices likely to fall, whatever OPEC decides …
7th June 2011
This report is only available as a PDF. Click to download. … Faltering US labour market gives Treasuries another lift …
6th June 2011
This report is only available as a PDF. Click to download. … 10-year US Treasury yields should fall further …
3rd June 2011
This report is only available as a PDF. Click to download. … Voluntary debt rescheduling no panacea for Greece …
2nd June 2011
This report is only available as a PDF. Click to download. … Beware the seasonality in China's official PMI …
1st June 2011
This report is only available as a PDF. Click to download. … Growth in US payrolls likely to have slowed in May …
30th May 2011
This report is only available as a PDF. Click to download. … Outlook for US corporate profits is not rosy …
27th May 2011
