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This report is only available as a PDF. Click to download. … Inflation not all bad news …
21st July 2008
This report is only available as a PDF. Click to download. … Too soon to call the end of the bear market …
18th July 2008
This report is only available as a PDF. Click to download. … Growth trumping inflation in the rate debate …
17th July 2008
This report is only available as a PDF. Click to download. … Looking beyond dollar weakness …
16th July 2008
This report is only available as a PDF. Click to download. … Investors reassured by Treasury/Fed action on GSEs …
15th July 2008
This report is only available as a PDF. Click to download. … Bernanke to do his best to calm markets …
14th July 2008
This report is only available as a PDF. Click to download. … More bad news …
11th July 2008
This report is only available as a PDF. Click to download. … UK yield curve to steepen as rate expectations fall …
10th July 2008
This report is only available as a PDF. Click to download. … Recession fears to undermine UK equities further …
9th July 2008
This report is only available as a PDF. Click to download. … Euro may have peaked, but not about to collapse …
8th July 2008
This report is only available as a PDF. Click to download. … Fed in no hurry to follow the ECB …
7th July 2008
This report is only available as a PDF. Click to download. … Dollar dodges two bullets …
4th July 2008
This report is only available as a PDF. Click to download. … Euro closing in on $1.60 …
3rd July 2008
This report is only available as a PDF. Click to download. … US economy not out of the woods despite firmer ISM …
2nd July 2008
This report is only available as a PDF. Click to download. … Falling UK house prices a prelude to a consumption slump …
1st July 2008
This report is only available as a PDF. Click to download. … US unemployment rate to rise to 6% by year-end …
30th June 2008
This report is only available as a PDF. Click to download. … Fed inaction has unintended consequences …
27th June 2008
This report is only available as a PDF. Click to download. … MPC testimony should help clarify risks to UK interest rates …
26th June 2008
This report is only available as a PDF. Click to download. … One or two FOMC members may vote to hike rates today …
25th June 2008
This report is only available as a PDF. Click to download. … Latest activity surveys suggest July ECB hike would be a one-off …
24th June 2008
This report is only available as a PDF. Click to download. … Fed on hold for a prolonged period …
23rd June 2008
This report is only available as a PDF. Click to download. … China's fuel price hikes to help cap global oil prices …
20th June 2008
This report is only available as a PDF. Click to download. … A less pessimistic view on global food prices …
19th June 2008
This report is only available as a PDF. Click to download. … Market rate expectations fall despite bad inflation news …
18th June 2008
This report is only available as a PDF. Click to download. … Oil summit alone unlikely to provide much price relief …
17th June 2008
This report is only available as a PDF. Click to download. … US inflation data won't panic the Fed …
16th June 2008
This report is only available as a PDF. Click to download. … Fed unlikely to hike when unemployment soaring …
13th June 2008
This report is only available as a PDF. Click to download. … What if the Irish say “no” to the Lisbon Treaty? …
12th June 2008
This report is only available as a PDF. Click to download. … Will the Bank of England raise rates? …
11th June 2008
This report is only available as a PDF. Click to download. … Chances of UK recession grow by the day …
10th June 2008
This report is only available as a PDF. Click to download. … US rates on hold despite unemployment "shock" …
9th June 2008
This report is only available as a PDF. Click to download. … ECB prepares to hike rates, who will follow? …
6th June 2008
This report is only available as a PDF. Click to download. … Improving dollar outlook to help prick commodity bubbles …
5th June 2008
This report is only available as a PDF. Click to download. … Strong growth and cost pressures to keep ECB hawkish …
4th June 2008
This report is only available as a PDF. Click to download. … Bond yields to drop back as growth fears trump inflation risks …
3rd June 2008
This report is only available as a PDF. Click to download. … Reluctance to lower rates now means bigger cuts later on …
2nd June 2008
This report is only available as a PDF. Click to download. … UK consumer spending suffering as house prices decline …
30th May 2008
This report is only available as a PDF. Click to download. … US GDP likely to be revised up, but too soon to stop worrying …
29th May 2008
This report is only available as a PDF. Click to download. … Back to the 1970s? …
28th May 2008
This report is only available as a PDF. Click to download. … Sharp slowdown ahead for UK economy …
26th May 2008
This report is only available as a PDF. Click to download. … Latest surge in bond yields looks overdone …
23rd May 2008
This report is only available as a PDF. Click to download. … Renminbi still crawling against dollar …
22nd May 2008
This report is only available as a PDF. Click to download. … Limited value in old minutes …
21st May 2008
This report is only available as a PDF. Click to download. … Is gold now too cheap relative to oil (revisited)? …
20th May 2008
This report is only available as a PDF. Click to download. … Japanese economy on course to beat low expectations …
19th May 2008
This report is only available as a PDF. Click to download. … Euro-zone economy started 2008 on a strong footing …
16th May 2008
This report is only available as a PDF. Click to download. … US experience suggests UK rates still heading lower – eventually …
15th May 2008
This report is only available as a PDF. Click to download. … UK Inflation Report could drag rate expectations down again …
14th May 2008
This report is only available as a PDF. Click to download. … Fed still likely to cut rates again …
13th May 2008
This report is only available as a PDF. Click to download. … Bubble, bubble, oil and trouble …
12th May 2008
