Filtered by Subscriptions: Bonds & Equities Use setting Bonds & Equities
This report is only available as a PDF. Click to download. … Improving dollar outlook to help prick commodity bubbles …
5th June 2008
Fed Chairman Bernanke’s comments yesterday on the inflationary impact of the weaker dollar have been widely interpreted as signalling a turning point in the central bank's attitude to the currency. We didn’t read his speech in quite this way at the time, …
4th June 2008
This report is only available as a PDF. Click to download. … Strong growth and cost pressures to keep ECB hawkish …
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
Many commentators have begun to argue that markets are increasingly complacent about the outlook for global inflation and that the widespread increase in government bond yields last month is therefore only the start of a prolonged move higher. We are …
2nd June 2008
This report is only available as a PDF. Click to download. … Reluctance to lower rates now means bigger cuts later on …
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
The trend among Asian countries towards cutting fuel subsidies will increase the sensitivity of demand to higher global oil prices and make it less likely that the recent surge in the cost of crude will be sustained. Admittedly these changes will not …
23rd May 2008
This report is only available as a PDF. Click to download. … Latest surge in bond yields looks overdone …
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
The fact that the ratio of gold prices to oil prices is now well below its long-run average is often used to argue that gold must be significantly under-valued. We disagree, for three reasons. … Is gold now too cheap relative to …
14th May 2008
This report is only available as a PDF. Click to download. … UK Inflation Report could drag rate expectations down again …
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
This report is only available as a PDF. Click to download. … Inflation hinders Bank of England's ability to support growth …
9th May 2008
This report is only available as a PDF. Click to download. … Limited subprime losses in Asia but tough decisions ahead …
8th May 2008
This report is only available as a PDF. Click to download. … Too early to turn bearish on the euro …
7th May 2008
This report is only available as a PDF. Click to download. … US employment still has much further to fall …
5th May 2008
This report is only available as a PDF. Click to download. … Credit markets may be right to expect the worst …
2nd May 2008
This report is only available as a PDF. Click to download. … US economy on course for recession …
1st May 2008
This report is only available as a PDF. Click to download. … Consumers seem to have a better grip on reality than markets …
30th April 2008
This report is only available as a PDF. Click to download. … US fiscal stimulus may be a damp squib …
29th April 2008
This report is only available as a PDF. Click to download. … Market rate expectations have rebounded too far …
28th April 2008
This report is only available as a PDF. Click to download. … ECB probably on hold until Q3, but rates to fall to 3% next year …
25th April 2008
This report is only available as a PDF. Click to download. … US rates still heading for 1%, even if the pace slows …
24th April 2008
This report is only available as a PDF. Click to download. … Fundamentals should bring oil prices back to $85pb by year-end …
23rd April 2008
Developments in the dollar are likely to dominate oil price movements in the short-term and could even drag Brent crude as high as $125 per barrel (pb) this quarter. Nevertheless, with a recovery of the dollar and easing of oil market tightness in the …
22nd April 2008
This report is only available as a PDF. Click to download. … UK house prices to fall by 20% …
This report is only available as a PDF. Click to download. … Jump in UK gilt yields unlikely to be sustained …
21st April 2008
This report is only available as a PDF. Click to download. … Bank of England initiative no substitute for further rate cuts …
18th April 2008
This report is only available as a PDF. Click to download. … Euro closing in on $1.60 …
17th April 2008
This report is only available as a PDF. Click to download. … No sign of a hard landing in China …
16th April 2008
This report is only available as a PDF. Click to download. … G7 still a long way from intervening in the FX markets …
15th April 2008
This report is only available as a PDF. Click to download. … Main Street diverges from Wall Street …
14th April 2008
Equity markets are probably right to expect the US to recover in the second half of the year, but this faith is not yet shared by the very people who will have to do the spending to lift the economy out of recession. … Equity markets are making a leap of …
11th April 2008
This report is only available as a PDF. Click to download. … How much further will the euro rise? …
This report is only available as a PDF. Click to download. … UK interest rates on course for 3.5% …
10th April 2008
This report is only available as a PDF. Click to download. … IMF helps to puncture the markets’ complacency …
9th April 2008
This report is only available as a PDF. Click to download. … Fed minutes interesting but not the last word …
8th April 2008
This report is only available as a PDF. Click to download. … What to expect from the G7 and IMF …
7th April 2008
This report is only available as a PDF. Click to download. … Japanese rates are still going up …
4th April 2008
This report is only available as a PDF. Click to download. … A cautionary note on equities, and the dollar …
3rd April 2008
