Filtered by Subscriptions: Bonds & Equities Use setting Bonds & Equities
This report is only available as a PDF. Click to download. … Back to ZIRP soon for the BoJ …
21st November 2008
This report is only available as a PDF. Click to download. … UK rates going down - and staying down …
20th November 2008
This report is only available as a PDF. Click to download. … On the road to deflation …
19th November 2008
This report is only available as a PDF. Click to download. … Japanese stocks buck the trend …
18th November 2008
This report is only available as a PDF. Click to download. … Dollar’s best days are numbered …
17th November 2008
This report is only available as a PDF. Click to download. … Does oil have further to fall? …
14th November 2008
Oil prices have fallen to within a whisker of our target of $50 per barrel (for Brent), which we had expected to see in the first quarter of next year. For now we are leaving our forecast for average oil prices in 2009 and 2010 at $50pb. Nonetheless, …
13th November 2008
This report is only available as a PDF. Click to download. … Deflation is coming to town …
This report is only available as a PDF. Click to download. … Sterling’s slump may soon draw to an end …
12th November 2008
This report is only available as a PDF. Click to download. … Chinese fiscal stimulus package not as impressive as it sounds …
11th November 2008
This report is only available as a PDF. Click to download. … Heading for ZIRP? …
10th November 2008
This report is only available as a PDF. Click to download. … To boldly go …
7th November 2008
This report is only available as a PDF. Click to download. … Bond yields have much further to fall …
6th November 2008
This report is only available as a PDF. Click to download. … Tough times await the next US President …
5th November 2008
This report is only available as a PDF. Click to download. … Any stock market election boost is likely to prove short-lived …
4th November 2008
This piece looks at several aspects of commodity market speculation that are often invoked to support the conventional wisdom which asserts that speculation has not been a driving factor in commodity prices. Overall, we find that the evidence regarding …
3rd November 2008
This report is only available as a PDF. Click to download. … Knocking on the door of a global recession …
This report is only available as a PDF. Click to download. … Don’t misread the bounce …
31st October 2008
This report is only available as a PDF. Click to download. … Are emerging markets past the worst? …
30th October 2008
The prospect of a protracted economic downturn until 2010 at the earliest implies that the upside for US equities is likely to be limited, despite bank recapitalisation. … What does history tell us about the outlook for US …
This report is only available as a PDF. Click to download. … Going down …
This report is only available as a PDF. Click to download. … Sterling’s fall is not over yet …
29th October 2008
This report is only available as a PDF. Click to download. … How low can you go? …
28th October 2008
This report is only available as a PDF. Click to download. … Dealing with disorder …
27th October 2008
Today’s sharp fall in oil prices, despite the announcement that OPEC will cut production by 1.5 million barrels per day from 1st November, reinforces our view that prices will continue to decline even as more cuts follow. … OPEC cuts, but markets take …
24th October 2008
This report is only available as a PDF. Click to download. … Nikkei slump could justify FX intervention …
This report is only available as a PDF. Click to download. … Time to reserve judgement? …
The threat of financial market meltdown has receded in the wake of plans for bank recapitalisation, but investors’ concerns have simply shifted onto the unfolding global recession. As risk aversion continues to mount, the Japanese currency is riding a …
23rd October 2008
This report is only available as a PDF. Click to download. … Sterling's pounding is not yet over …
In the light of gold’s recent lacklustre performance we have lowered our price target from $700 to $550/oz. We expect this target to be reached in the first quarter of next year, if not sooner. … Gold price to drop to …
22nd October 2008
The recent acceleration in the dollar’s appreciation against other major currencies (with the notable exception of the yen) reflects a combination of factors, none of which is likely to reverse any time soon. We are therefore revising our dollar forecasts …
This report is only available as a PDF. Click to download. … More Fed rate cuts on the way …
This report is only available as a PDF. Click to download. … The real deal …
21st October 2008
This report is only available as a PDF. Click to download. … From distressing to de-stressing …
20th October 2008
The collapse in oil prices in recent days has likely sent OPEC into a panic. The oil-producing cartel has advanced the timing of its “extraordinary” meeting from the 18th November to next Friday, where we think it will announce a cut in production as …
17th October 2008
This report is only available as a PDF. Click to download. … Risky business …
This report is only available as a PDF. Click to download. … Oil prices could slide further …
16th October 2008
This report is only available as a PDF. Click to download. … Too soon to get overly enthusiastic about equities …
15th October 2008
This report is only available as a PDF. Click to download. … Finding a floor …
14th October 2008
Bank recapitalisation on a global scale should help to prevent a complete meltdown in the financial sector, but the world economy is still facing a prolonged period of (at best) sluggish growth as the imbalances built up over many years are finally …
13th October 2008
This report is only available as a PDF. Click to download. … All eyes on the G7 …
This report is only available as a PDF. Click to download. … A rosy outlook for bonds …
10th October 2008
This report is only available as a PDF. Click to download. … Central banks finally switch gears …
9th October 2008
This report is only available as a PDF. Click to download. … Recapitalisation would only give bank stocks a temporary boost …
8th October 2008
We think that oil prices will decline to $80 per barrel in the coming weeks and perhaps as low as $50 in the coming year. Agricultural commodity prices could still drop by as much as a third from current levels and industrial metals by another quarter. …
7th October 2008
This report is only available as a PDF. Click to download. … US & UK interest rates heading towards all-time lows …
This report is only available as a PDF. Click to download. … UK rates heading below 3.5%? …
6th October 2008
This report is only available as a PDF. Click to download. … ECB to cut rates by year-end …
3rd October 2008
This report is only available as a PDF. Click to download. … Additional central bank liquidity will not solve this crisis …
2nd October 2008
This report is only available as a PDF. Click to download. … TARP down, but not out …
1st October 2008
