Filtered by Subscriptions: Bonds & Equities Use setting Bonds & Equities
This report is only available as a PDF. Click to download. … What next for the Fed? …
28th January 2009
Growing concern about the state of public finances has pushed government bond yields higher over the past month. There is still plenty of good news for bondholders, though. Monetary policy is likely to remain ultra loose for a long time, deflation is …
27th January 2009
This report is only available as a PDF. Click to download. … Yen should continue to stand tall …
This report is only available as a PDF. Click to download. … Sound as a pound? …
26th January 2009
This report is only available as a PDF. Click to download. … Broken China? …
23rd January 2009
This report is only available as a PDF. Click to download. … No bubble in bonds …
22nd January 2009
We do not believe there is a bubble in government bond markets. Yields are low and bond prices high, but these levels can readily be justified by the outlook for the usual fundamentals that determine the level of long-term interest rates: the prospect of …
21st January 2009
This report is only available as a PDF. Click to download. … Sterling takes another pounding …
This report is only available as a PDF. Click to download. … Corporate bonds get a boost …
20th January 2009
This report is only available as a PDF. Click to download. … Obama carrying the weight of the world …
19th January 2009
This report is only available as a PDF. Click to download. … Too soon to call the turn in equity markets …
16th January 2009
With the global economic downturn still gathering pace, it is far too soon to start positioning for a recovery. … Too early to call the turn in the equity …
15th January 2009
This report is only available as a PDF. Click to download. … Bond "bubble" is far from bursting …
This report is only available as a PDF. Click to download. … Some more good news for the dollar …
14th January 2009
This report is only available as a PDF. Click to download. … Monetary policy - now for the real test …
13th January 2009
This report is only available as a PDF. Click to download. … US consumer price deflation is here …
12th January 2009
This report is only available as a PDF. Click to download. … Weak labour market to keep the Fed from tightening in 2010 …
9th January 2009
This report is only available as a PDF. Click to download. … "Run" on sterling should be over …
8th January 2009
This report is only available as a PDF. Click to download. … High-grade corporate bonds look attractive …
7th January 2009
This report is only available as a PDF. Click to download. … Investors' renewed enthusiasm for equities is unlikely to last …
6th January 2009
This report is only available as a PDF. Click to download. … A grim set of data to end a grim year …
24th December 2008
This report is only available as a PDF. Click to download. … Hot money investors turn cold on China …
23rd December 2008
The adoption of quantitative easing (QE) by the US central bank in particular has had a clear impact on both foreign exchange and bond markets. By contrast, the effect on equity markets has been minimal. … Quantitative easing makes its mark (Dec …
22nd December 2008
Commodity prices across all major classes have experienced three distinct phases: first, a period of prolonged broad price stability, followed by sharp rises in prices, and then sharp falls. Changes to the market fundamentals can partly explain the timing …
This report is only available as a PDF. Click to download. … Quantitative easing – implications for asset markets …
This report is only available as a PDF. Click to download. … More central banks poised to join the zero rate party …
19th December 2008
This report is only available as a PDF. Click to download. … Quantitative easing – is it really so bad for the dollar? …
18th December 2008
This report is only available as a PDF. Click to download. … The plague has not yet abated …
17th December 2008
This report is only available as a PDF. Click to download. … Wealth destruction takes its toll …
16th December 2008
This report is only available as a PDF. Click to download. … US auto sector still too big to fail …
15th December 2008
Many of the most enthusiastic cheerleaders for the commodity bubble have recently slashed their oil price forecasts. We are still happy with our long-held view that crude will average $50 per barrel in 2009, which now seems to be the consensus. Indeed, …
12th December 2008
This report is only available as a PDF. Click to download. … Euro scepticism …
This report is only available as a PDF. Click to download. … Poised to intervene? …
11th December 2008
This report is only available as a PDF. Click to download. … Mind the gap …
10th December 2008
This report is only available as a PDF. Click to download. … Markets put a positive spin on US payroll slump …
9th December 2008
Because of the zero bound on nominal interest rates, a period of deflation can result in high and rising real yields. … Real yields in a world of …
8th December 2008
This report is only available as a PDF. Click to download. … Reality bites …
This report is only available as a PDF. Click to download. … ECB and BoE not finished making history …
5th December 2008
This report is only available as a PDF. Click to download. … The bond market rally has much further to go …
4th December 2008
This report is only available as a PDF. Click to download. … New bond forecasts – the rally has much further to go …
3rd December 2008
This report is only available as a PDF. Click to download. … One year down, another one to go …
This report is only available as a PDF. Click to download. … Anything you can do I can do better …
2nd December 2008
This report is only available as a PDF. Click to download. … Bonds won't come to the rescue of equities …
1st December 2008
Sharp reductions in official interest rates and the growing prospect of deflation have seen government bond yields tumble over the past month. We expect further declines. … Bond yields continue to tumble (Nov …
28th November 2008
This report is only available as a PDF. Click to download. … Spike in short-dated gilt yields unlikely to last …
This report is only available as a PDF. Click to download. … A quantitative boon for bonds …
27th November 2008
This report is only available as a PDF. Click to download. … Fed steps in again …
26th November 2008
This report is only available as a PDF. Click to download. … Markets cheer Obama’s new economics team …
25th November 2008
This report is only available as a PDF. Click to download. … Still searching for a floor …
24th November 2008
This report is only available as a PDF. Click to download. … Back to ZIRP soon for the BoJ …
21st November 2008
