Filtered by Subscriptions: Bonds & Equities Use setting Bonds & Equities
This report is only available as a PDF. Click to download. … Can the US stock market continue to shine? …
13th April 2010
This report is only available as a PDF. Click to download. … US CPI data should highlight disinflationary pressure …
12th April 2010
This report is only available as a PDF. Click to download. … ECB should remain in no hurry to raise official interest rates …
9th April 2010
This report is only available as a PDF. Click to download. … Dollar should continue to prosper …
8th April 2010
The euro continued to suffer against the dollar in March. We were already expecting the euro to fall to $1.25 by the end of the year, but we recently revised our forecast to $1.20. We also now think that a further fall in 2011 towards $1.10 seems possible …
7th April 2010
This report is only available as a PDF. Click to download. … US recovery gains some traction but still not secure …
This report is only available as a PDF. Click to download. … US Treasury may only be delaying the inevitable …
4th April 2010
This report is only available as a PDF. Click to download. … US payrolls should have increased sharply in March …
2nd April 2010
This report is only available as a PDF. Click to download. … No inflationary threat from new iron ore prices …
1st April 2010
This report is only available as a PDF. Click to download. … Is the new pricing system for iron ore such a big deal? …
31st March 2010
This report is only available as a PDF. Click to download. … Shifting savings patterns provide support for Treasuries …
This report is only available as a PDF. Click to download. … Turning bearish on JGBs …
30th March 2010
This report is only available as a PDF. Click to download. … A saving grace for the Treasury market …
29th March 2010
This report is only available as a PDF. Click to download. … Good news on US corporate profits unlikely to last …
This report is only available as a PDF. Click to download. … The problem with profits …
26th March 2010
This report is only available as a PDF. Click to download. … Euro set to fall even further against the dollar …
Gold prices are struggling again. We do not believe that prices had risen beyond levels that could ever be justified by fundamentals. Nor is it hard to imagine circumstances where they might spike higher in the next few months. However, the occasional …
25th March 2010
This report is only available as a PDF. Click to download. … Gilts should shrug off fiscal worries in time …
This report is only available as a PDF. Click to download. … US housing market heading for a double-dip? …
24th March 2010
This report is only available as a PDF. Click to download. … Will emerging market bonds continue to shine? …
23rd March 2010
This report is only available as a PDF. Click to download. … US relations with China on downward slide …
22nd March 2010
This report is only available as a PDF. Click to download. … Scope for breakeven inflation rates to drop back …
19th March 2010
This report is only available as a PDF. Click to download. … Bank of Japan’s move fails to impress …
18th March 2010
This report is only available as a PDF. Click to download. … All eyes on the FOMC …
17th March 2010
This report is only available as a PDF. Click to download. … US corporate financing gap closed in Q4, but was still negative …
16th March 2010
This report is only available as a PDF. Click to download. … US companies still cautious about raising money …
15th March 2010
This report is only available as a PDF. Click to download. … TIC data reveal little …
This report is only available as a PDF. Click to download. … US Fed should maintain “extended period” pledge …
This report is only available as a PDF. Click to download. … Threat from policy tightening in China should not be overplayed …
11th March 2010
This report is only available as a PDF. Click to download. … Oil prices likely to end the year much lower, not higher …
The fact that oil prices have remained firm despite the appreciation in the dollar has prompted us to raise our end-2010 and end-2011 forecasts from $50 per barrel (pb) to $60pb. But these numbers are still at the low end of market expectations, and well …
10th March 2010
This report is only available as a PDF. Click to download. … Year ahead for US equities set to be much tougher than the last …
This report is only available as a PDF. Click to download. … Happy anniversary? …
9th March 2010
This report is only available as a PDF. Click to download. … No move imminent on the renminbi …
This report is only available as a PDF. Click to download. … An encouraging US payrolls report, but still a jobless recovery …
8th March 2010
This report is only available as a PDF. Click to download. … Yen should fall, but fiscal concerns will be the trigger …
5th March 2010
This report is only available as a PDF. Click to download. … A productive outcome for the dollar …
The US stock market recovered in February after a shaky start to the year. We would not be surprised if it edged up a little more in the near term. However, we do not think the rebound ushers in the beginning of a new bull market. In fact, we still think …
4th March 2010
This report is only available as a PDF. Click to download. … Greece tightens its belt …
This report is only available as a PDF. Click to download. … Still a tough year ahead for the US stock market …
3rd March 2010
This report is only available as a PDF. Click to download. … How long will sterling remain under pressure? …
2nd March 2010
This report is only available as a PDF. Click to download. … Severe weather is a wildcard for US payrolls …
1st March 2010
This report is only available as a PDF. Click to download. … EM equities should not underperform for long …
26th February 2010
It is tempting to ascribe the recent underperformance of emerging market equities to the waning appetite of overseas investors. There may be some truth in this. However, the evidence from mutual fund flows at least suggests that US investors are still …
25th February 2010
This report is only available as a PDF. Click to download. … No fresh insight from Bernanke …
This report is only available as a PDF. Click to download. … AAArgh? …
24th February 2010
This report is only available as a PDF. Click to download. … Better times should lie ahead for government bonds …
23rd February 2010
This report is only available as a PDF. Click to download. … Hikes in key interest rates no closer after Fed move …
19th February 2010
This report is only available as a PDF. Click to download. … Dollar likely to strengthen further against the euro …
This report is only available as a PDF. Click to download. … TIC data mean little for the dollar …
18th February 2010
