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This report is only available as a PDF. Click to download. … The future should be brighter for EM equities …
9th March 2011
This report is only available as a PDF. Click to download. … Expectations of inflation still relatively low …
8th March 2011
This report is only available as a PDF. Click to download. … US labour market slowly improving …
7th March 2011
This report is only available as a PDF. Click to download. … ECB prepares the ground for higher rates …
4th March 2011
This report is only available as a PDF. Click to download. … Risks lie ahead for the euro …
3rd March 2011
This report is only available as a PDF. Click to download. … Fed takes a sanguine view on commodity prices …
2nd March 2011
This report is only available as a PDF. Click to download. … Still a bumpy road ahead for Ireland …
1st March 2011
This report is only available as a PDF. Click to download. … Speculation of US rate hike still premature …
28th February 2011
This report is only available as a PDF. Click to download. … Is Algeria next? …
25th February 2011
This report is only available as a PDF. Click to download. … Will surging oil prices cause another recession? …
24th February 2011
This report is only available as a PDF. Click to download. … How much is the risk premium in oil prices? …
22nd February 2011
This report is only available as a PDF. Click to download. … China's RRR hikes reduce pressure for rate increases …
21st February 2011
This report is only available as a PDF. Click to download. … Do SDRs have a bigger role to play? …
18th February 2011
This report is only available as a PDF. Click to download. … King calms UK rate fears …
17th February 2011
This report is only available as a PDF. Click to download. … Emerging market equities should not underperform for long …
16th February 2011
This report is only available as a PDF. Click to download. … Should share buy-backs be boosting the US equity market? …
14th February 2011
This report is only available as a PDF. Click to download. … Commodity prices pushing up US inflation …
This report is only available as a PDF. Click to download. … Indian equities should bounce back later in the year …
10th February 2011
Expectations of tighter UK monetary policy have pushed sterling up against the US dollar, driven gilt yields higher, and contributed to an underperformance of the domestic stock market. We continue to think such expectations …
This report is only available as a PDF. Click to download. … No need to fear rate rises in China …
9th February 2011
This report is only available as a PDF. Click to download. … Is the future still bright for US corporate bonds? …
8th February 2011
This report is only available as a PDF. Click to download. … January’s US employment report is encouraging …
7th February 2011
This report is only available as a PDF. Click to download. … Will EU leaders disappoint the markets? …
4th February 2011
This report is only available as a PDF. Click to download. … Don't expect the euro's strength to last …
3rd February 2011
This report is only available as a PDF. Click to download. … Further thoughts on the fall-out from Egypt …
2nd February 2011
This report is only available as a PDF. Click to download. … How worried should we be about developments in Egypt? …
1st February 2011
This report is only available as a PDF. Click to download. … US economic growth should slow later this year …
31st January 2011
This report is only available as a PDF. Click to download. … Japan's fiscal problems will return to haunt the markets …
28th January 2011
This report is only available as a PDF. Click to download. … Gold's poor start to the year should not last …
27th January 2011
This report is only available as a PDF. Click to download. … More reason than ever for the UK MPC to hold fire …
26th January 2011
This report is only available as a PDF. Click to download. … How worrying is Ireland's political upheaval? …
25th January 2011
This report is only available as a PDF. Click to download. … Fed should stick to its current plans for QE2 …
24th January 2011
This report is only available as a PDF. Click to download. … Will the EFSF ride to Greece's rescue? …
21st January 2011
This report is only available as a PDF. Click to download. … Inflation peaks still likely to be lower than in 2008 …
20th January 2011
This report is only available as a PDF. Click to download. … European Fiscal Union is still a long way off …
19th January 2011
This report is only available as a PDF. Click to download. … Rate expectations unlikely to buoy the euro and sterling for long …
18th January 2011
This report is only available as a PDF. Click to download. … US consumers should curb their spending soon …
17th January 2011
This report is only available as a PDF. Click to download. … Where might the consensus for 2011 be wrong? …
14th January 2011
This report is only available as a PDF. Click to download. … Light at the end of the tunnel for UK gilts …
13th January 2011
This report is only available as a PDF. Click to download. … Will Portugal be the last domino to fall? …
12th January 2011
This report is only available as a PDF. Click to download. … Is Brazil right to accuse the US of currency manipulation? …
11th January 2011
This report is only available as a PDF. Click to download. … US unemployment still painfully high …
10th January 2011
This report is only available as a PDF. Click to download. … What impact will commodity prices have on inflation? …
7th January 2011
This report is only available as a PDF. Click to download. … What should we read into the strong ADP employment report? …
6th January 2011
This report is only available as a PDF. Click to download. … What is the link between economic growth and bond yields? …
5th January 2011
This report is only available as a PDF. Click to download. … Global growth is set to slow …
23rd December 2010
This report is only available as a PDF. Click to download. … US corporate bonds should have another good year in 2011 …
22nd December 2010
This report is only available as a PDF. Click to download. … Gold to maintain its allure despite fading inflation fears …
21st December 2010
This report is only available as a PDF. Click to download. … EU statement does little to address investors' uncertainties …
20th December 2010
This report is only available as a PDF. Click to download. … EU Council meeting set to disappoint …
17th December 2010
