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This report is only available as a PDF. Click to download. … An end to QE would not spell disaster for gilts …
18th December 2009
This report is only available as a PDF. Click to download. … A black year ahead for oil …
17th December 2009
This report is only available as a PDF. Click to download. … 2010 should be a good year for US Treasuries …
16th December 2009
This report is only available as a PDF. Click to download. … Abu Dhabi rides to Dubai’s rescue …
15th December 2009
This report is only available as a PDF. Click to download. … No need for the FOMC to change its tune …
14th December 2009
This report is only available as a PDF. Click to download. … Gold prices to fall below $1000/oz in 2010 …
11th December 2009
This report is only available as a PDF. Click to download. … Are emerging market equities in a bubble? …
10th December 2009
This report is only available as a PDF. Click to download. … Greece feels the pain …
9th December 2009
This report is only available as a PDF. Click to download. … Is the worst now over for the dollar? …
8th December 2009
This report is only available as a PDF. Click to download. … US labour market recovering, but higher rates a long way off …
7th December 2009
This report is only available as a PDF. Click to download. … Future still bright for German government bonds …
4th December 2009
This report is only available as a PDF. Click to download. … How much longer before the US equity market hits a wall? …
3rd December 2009
This report is only available as a PDF. Click to download. … Markets underwhelmed by Bank of Japan’s latest move …
2nd December 2009
This report is only available as a PDF. Click to download. … Dubai’s worst case fears diminish …
1st December 2009
This report is only available as a PDF. Click to download. … How worried should we be about a default in Greece? …
30th November 2009
This report is only available as a PDF. Click to download. … Is China's appetite for commodities fading? …
27th November 2009
This report is only available as a PDF. Click to download. … The good news on US corporate profits is unlikely to last …
26th November 2009
This report is only available as a PDF. Click to download. … US investors continue to seek out better returns abroad …
25th November 2009
This report is only available as a PDF. Click to download. … The last gold bear? …
24th November 2009
This report is only available as a PDF. Click to download. … Likely downward revision to US Q3 GDP …
23rd November 2009
This report is only available as a PDF. Click to download. … Expectations of renminbi appreciation already being scaled back …
20th November 2009
This report is only available as a PDF. Click to download. … Bubble trouble? …
19th November 2009
This report is only available as a PDF. Click to download. … What should we make of the widening EMBI spread? …
18th November 2009
This report is only available as a PDF. Click to download. … Are central banks creating new asset bubbles? …
17th November 2009
This report is only available as a PDF. Click to download. … Strong US consumption in Q3 was a one-off …
16th November 2009
This report is only available as a PDF. Click to download. … Bonds and equities are not breaking up just yet …
13th November 2009
This report is only available as a PDF. Click to download. … A darker outlook for the yen …
12th November 2009
This report is only available as a PDF. Click to download. … Inflation expectations may not have much further to rise …
11th November 2009
This report is only available as a PDF. Click to download. … Bank costs to rise, regardless of Tobin tax …
10th November 2009
This report is only available as a PDF. Click to download. … Markets shrug off rise in US unemployment …
9th November 2009
This report is only available as a PDF. Click to download. … Rates going nowhere in the majors …
6th November 2009
This report is only available as a PDF. Click to download. … Is the party over? …
5th November 2009
This report is only available as a PDF. Click to download. … Monetary stimulus still has not done its job …
4th November 2009
This report is only available as a PDF. Click to download. … More monetary tightening from the RBA …
3rd November 2009
This report is only available as a PDF. Click to download. … Don’t expect any change from the Fed …
2nd November 2009
This report is only available as a PDF. Click to download. … The party is not over for Russian equities – at least not yet …
30th October 2009
This report is only available as a PDF. Click to download. … Treasuries won’t suffer just because the Fed stops buying …
29th October 2009
This report is only available as a PDF. Click to download. … Rally in emerging market equities probably has further to go …
28th October 2009
This report is only available as a PDF. Click to download. … Indian bonds are best avoided …
27th October 2009
This report is only available as a PDF. Click to download. … GDP data should confirm an end to US downturn …
26th October 2009
This report is only available as a PDF. Click to download. … Gold 2,300? …
23rd October 2009
This report is only available as a PDF. Click to download. … When will China break the renminbi peg? …
22nd October 2009
This report is only available as a PDF. Click to download. … EMBI spread to narrow further …
21st October 2009
This report is only available as a PDF. Click to download. … UK inflation outlook poses no lasting threat to gilts …
20th October 2009
This report is only available as a PDF. Click to download. … How much further will the dollar fall against the euro? …
19th October 2009
This report is only available as a PDF. Click to download. … Growing Fed divisions cloud outlook for US rates …
16th October 2009
This report is only available as a PDF. Click to download. … More to exchange rates than monetary policy …
15th October 2009
This report is only available as a PDF. Click to download. … Bank of Japan to withdraw emergency measures? …
14th October 2009
This report is only available as a PDF. Click to download. … Re-pricing of oil would have little impact on the dollar …
13th October 2009
This report is only available as a PDF. Click to download. … The sweet spot for equities will eventually turn sour …
12th October 2009
