Filtered by Subscriptions: Bonds & Equities Use setting Bonds & Equities
This report is only available as a PDF. Click to download. … Bank of England to keep an open mind …
3rd August 2009
This report is only available as a PDF. Click to download. … Commodity currencies to suffer as risk appetite wanes …
31st July 2009
Commodity currencies have outperformed most other currencies recently. However, this is unlikely to last much longer as risk appetite wanes and Chinese stockpiling slows. … Commodity currencies set to underperform …
30th July 2009
This report is only available as a PDF. Click to download. … Near-term drivers of Chinese equity strength still in place …
This report is only available as a PDF. Click to download. … Growth differentials favour Asian currencies …
29th July 2009
Widening growth differentials between Emerging Asia and the US should result in further gains in Asian currencies against the dollar over the next 12-18 months. … Growth outlook suggests more upside for Asian …
28th July 2009
This report is only available as a PDF. Click to download. … What to expect from the US-China talks …
This report is only available as a PDF. Click to download. … Inflation fears suggests room for bond yields to fall further …
27th July 2009
This report is only available as a PDF. Click to download. … China’s commodity binge adds to downside risks to prices in H2 …
24th July 2009
The need to feed the supposedly insatiable demand of the Chinese economic dragon is frequently cited as a reason to expect ever-higher commodity prices. However, investors also need to beware of the growing risk that severe indigestion will cause prices …
23rd July 2009
This report is only available as a PDF. Click to download. … An Indian summer for Indian equities …
This report is only available as a PDF. Click to download. … Bernanke outlines eventual exit strategy …
22nd July 2009
This report is only available as a PDF. Click to download. … US equities are not that attractive relative to Treasuries …
21st July 2009
This report is only available as a PDF. Click to download. … A flawed model …
20th July 2009
This report is only available as a PDF. Click to download. … Rough ride on the Hill for Bernanke …
This report is only available as a PDF. Click to download. … Rate hikes still a long way off for most emerging markets …
17th July 2009
This report is only available as a PDF. Click to download. … Corporate bonds or equities? …
16th July 2009
Investors already appear to have lost their appetite for risk. That may not last if incoming data over the summer show that the global recession is continuing to abate. Nonetheless, the weakness of the recovery should continue to weigh on equities, …
15th July 2009
This report is only available as a PDF. Click to download. … Better days ahead for the dollar …
This report is only available as a PDF. Click to download. … China’s role in commodity markets frequently over-played …
14th July 2009
This report is only available as a PDF. Click to download. … Bleak outlook for US retail sales …
13th July 2009
This report is only available as a PDF. Click to download. … Low growth will keep earnings subdued …
10th July 2009
This report is only available as a PDF. Click to download. … Is the holiday over for EM bonds? …
9th July 2009
This report is only available as a PDF. Click to download. … Watch wages, not central bank money, to gauge inflation risks …
8th July 2009
This report is only available as a PDF. Click to download. … How did Japan exit quantitative easing? …
7th July 2009
This report is only available as a PDF. Click to download. … Soaking up the supply …
6th July 2009
This report is only available as a PDF. Click to download. … A sobering US employment report …
3rd July 2009
This report is only available as a PDF. Click to download. … Can EM equities continue to shine? …
2nd July 2009
Markets have paused for breath over the past month as risk appetite has begun to show signs of waning. We had not expected investors to lose their enthusiasm quite so soon, and this may be just a temporary phenomenon if incoming data over the summer …
1st July 2009
This report is only available as a PDF. Click to download. … Dollar still the reserve of choice …
This report is only available as a PDF. Click to download. … Corporate credit check …
30th June 2009
This report is only available as a PDF. Click to download. … US non-farm payrolls probably tumbled another 350,000 …
29th June 2009
This report is only available as a PDF. Click to download. … The wall of money myth …
26th June 2009
This report is only available as a PDF. Click to download. … Is the renminbi's unofficial dollar peg here to stay? …
25th June 2009
This report is only available as a PDF. Click to download. … A yen for risk …
24th June 2009
This report is only available as a PDF. Click to download. … FOMC may yet expand its asset purchases a little …
23rd June 2009
This report is only available as a PDF. Click to download. … Further signs of life in the US housing market …
22nd June 2009
This report is only available as a PDF. Click to download. … Chinese commodity stockpiling won't last forever …
19th June 2009
This report is only available as a PDF. Click to download. … Equities are banking on benign inflation …
18th June 2009
This report is only available as a PDF. Click to download. … UK rate expectations likely to be reined back in soon …
17th June 2009
This report is only available as a PDF. Click to download. … US housing affordable despite the surge in mortgage rates …
16th June 2009
This report is only available as a PDF. Click to download. … Limited scope for emerging market bonds to rally further …
15th June 2009
This report is only available as a PDF. Click to download. … Breaking even …
12th June 2009
This report is only available as a PDF. Click to download. … Investors start to Q up …
11th June 2009
This report is only available as a PDF. Click to download. … The trouble with earnings …
10th June 2009
This report is only available as a PDF. Click to download. … Risk appetite to wane as recovery proves muted …
9th June 2009
This report is only available as a PDF. Click to download. … Risk appetite to fade as recovery disappoints …
8th June 2009
This report is only available as a PDF. Click to download. … Sterling’s political wobbles unlikely to last …
This report is only available as a PDF. Click to download. … ECB still lagging behind …
5th June 2009
This report is only available as a PDF. Click to download. … For all the talk of recovery, rate hikes remain a distant prospect …
4th June 2009
