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This article appears in multiple services — What would a Greek exit mean for gilts?European Economics > European Economics Update — Euro-bonds can't keep the euro-zone togetherGlobal Economics > Global Markets Update — Are Treasuries the real deal?Global Economics > Global Markets Update — What next for euro-zone equities?Global Economics > Global Markets Update — When will equities triumph over bonds again?UK Markets > UK Markets Chart Book — Safe haven demand pushes gilt yields to record lowsMiddle East & North Africa Economics > Middle East Economic Updates — Middle East Markets Monitor (May)Global Economics > Global Markets Chart Book — Risky assets run out of steamEuropean Economics > European Economics Update — Bank bond purchases could deepen the crisisMiddle East & North Africa Economics > Middle East Economic Updates — Dubai bond issue will not detract from GREs’ troubles
Global Economics > Capital Markets Analyst — Search for safe havens set to resumeGlobal Economics > Global Markets Update — Bunds increasingly vulnerable to erosion of safe haven statusUK Markets > UK Markets Chart Book — Confidence knocked by renewed euro-zone fearsMiddle East & North Africa Economics > Middle East Economic Updates — Markets Monitor (Apr.)European Commercial Property > European Commercial Property Updates — Bond sell-off adds to concerns for Spanish and Italian property pricesGlobal Economics > Global Markets Chart Book — A month of two halves for TreasuriesUS Economics > US Economics Weekly — No need to fret about higher Treasury yieldsEmerging Asia Economics > Emerging Asia Economics Weekly — Indonesia - losing its shine?Global Economics > Global Markets Focus — Future monetary tightening and the prospects for TreasuriesUK Economics > UK Economics Weekly — Gilt market retains faith in Osborne
This article appears in multiple services — 100 year gilt issue underlines UK safe-haven statusGlobal Economics > Global Markets Update — New forecasts for bond and stock marketsMiddle East & North Africa Economics > Middle East Economic Updates — Middle East Markets Monitor (Mar.)UK Markets > UK Markets Chart Book — Markets reassess QE outlookEmerging Europe Economics > Emerging Europe Economics Update — Risks to the Hungarian markets still skewed to downsideLatin America Economics > Latin America Update — Capital inflows threaten to destabilise Latin AmericaGlobal Economics > Global Markets Chart Book — Weaker yen boosts Japan’s stock marketThis article appears in multiple services — Super low gilt yields here to stayGlobal Economics > Global Economics Update — Could a Greek default be another Lehman's moment?Middle East & North Africa Economics > Middle East Economic Updates — In spite of recent plans, IMF help is still needed in Egypt
UK Markets > UK Markets Chart Book — More QE greeted with muted market reactionGlobal Economics > Global Markets Update — Gilts unimpressed by £50bn more QE, but outlook still rosyMiddle East & North Africa Economics > Middle East Economic Updates — Middle East Markets Monitor (Feb.)Global Economics > Global Markets Update — Too soon to call the end of the bull market in TreasuriesGlobal Economics > Global Markets Chart Book — Can the good times continue to roll?Global Economics > Global Markets Update — US Treasuries to benefit from more than just Fed policyGlobal Economics > Capital Markets Analyst — Market implications of an EMU break-upUK Markets > UK Markets Chart Book — Growth fears drive gilt yields lowerEuropean Economics > European Economics Weekly — Spring bond redemptions may prove pivotalGlobal Economics > Global Markets Chart Book — US stock market resilience unlikely to last
UK Markets > UK Markets Chart Book — Gilt yields fall further despite growing fiscal fearsMiddle East & North Africa Economics > Middle East Economic Updates — Dubai not yet out of the woodsThis article appears in multiple services — Is the Chancellor right to take the credit for low gilt yields?Global Economics > Global Markets Update — Bond market implications of future economic divergenceGlobal Economics > Global Markets Update — The future still looks bright for US TreasuriesGlobal Economics > Global Markets Chart Book — A chink of light at the end of a torrid monthThis article appears in multiple services — Markets underestimate euro-zone threatGlobal Economics > Global Markets Update — Catch-22 for German BundsEuropean Economics > European Economics Update — Are euro bonds the answer?Global Economics > Global Markets Update — Worse to come for “core” euro-zone bonds?
European Economics > European Economics Update — Are markets starting to price in a euro break-up?European Economics > European Economics Update — ECB unlikely to fire the silver bulletUK Markets > UK Markets Chart Book — UK recession risks weigh on marketsGlobal Economics > Capital Markets Analyst — Too little, too lateGlobal Economics > Global Markets Update — US government bonds still fundamentally soundGlobal Economics > Global Markets Chart Book — Market turmoil finally gives the dollar a liftGlobal Economics > Global Markets Update — Corporate bonds vs. corporate equitiesGlobal Economics > Global Markets Update — New market forecasts – even lower Treasury yields aheadCommodities > Commodities Chart Book — Defying gravityGlobal Economics > Global Markets Update — Does rising credit risk pose a threat to Bunds?
Global Economics > Global Markets Update — Prospects for the other major developed stock marketsGlobal Economics > Global Markets Update — US Treasury yields could fall even furtherGlobal Economics > Global Markets Update — How much further could the US stock market fall?This article appears in multiple services — Loss of US AAA rating shouldn't be a complete disasterGlobal Economics > Global Markets Chart Book — US Treasury yields plummet despite debt spatThis article appears in multiple services — Four reasons why gilt yields will stay lowUS Economics > US Economics Update — Default seemingly averted, but downgrade almost certainThis article appears in multiple services — What if the US loses its AAA rating?Global Economics > Global Markets Update — Are the best days for German Bunds behind us?European Economics > European Economics Weekly — Greek bond plan faces big hurdles
Global Economics > Capital Markets Analyst — The end of QE2 – expect the unexpectedThis article appears in multiple services — Hard to argue with negative outlook on US AAA credit ratingGlobal Economics > Global Markets Focus — US municipal bonds - the next domino to fall?Japan Economics > Japan Chart Book — Economy fragile even before disaster struckGlobal Economics > Global Markets Chart Book — Dollar continues to languishEuropean Economics > European Economics Update — Bond purchase stand-off bodes ill for grand policy planEuropean Economics > European Economics Update — Is a Portuguese bail-out just around the corner?European Economics > European Economics Weekly — The Grand Bargain - bazooka or popgun?Global Economics > Global Markets Update — Gilts should have a better second half of the yearJapan Economics > Japan Economics Update — Japan shuffles euro reserves as economy slides
Emerging Asia Economics > Emerging Asia Economics Update — Indonesia continues to manage capital inflowsGlobal Economics > Global Markets Update — Can China save the euro?Global Economics > Global Markets Update — How useful is nominal GDP as a guide to bond yields?European Economics > European Economics Weekly — European policymakers still doing the bare minimumGlobal Economics > Global Markets Update — Is this is the beginning of the end for low US yields?UK Markets > UK Markets Chart Book — Markets reassess outlook for monetary policyGlobal Economics > Global Markets Update — Are Treasuries overvalued compared to US equities?Global Economics > Global Markets Update — Will common euro-zone bond issuance see the light of day?This article appears in multiple services — Markets become more optimistic on recoveryThis article appears in multiple services — Gilts' inflation jitters will ease in time
European Economics > European Economics Update — Can anything save Ireland from a Greek tragedy?UK Markets > UK Markets Chart Book — Robust economic data boost market confidenceUS Economics > US Fed Watch — QE2 unlikely to have a major economic impact (Oct 10)European Economics > European Economics Weekly — ECB sitting stubbornly on the sidelinesUK Markets > UK Markets Chart Book — Markets gear up for QE2Japan Economics > Japan Economics Weekly — Is China to blame for the strong yen?Global Economics > Global Markets Chart Book — Fears of currency debasement buoy the euroEuropean Economics > European Economics Weekly — Ireland: Closure or Calamity?European Economics > European Economics Update — Spain not yet out of the woodsThis article appears in multiple services — QE2 still looks distant
US Economics > US Fed Watch — Fed still a long way from announcing new QEUK Markets > UK Markets Chart Book — Markets show mixed reaction to downbeat economic data (Sep 10)Latin America Economics > Latin America Update — Argentina: one step forward, two steps backEuropean Economics > European Economics Weekly — IMF too sanguine about the risk of a sovereign defaultUS Economics > US Economics Focus — Would more QE do any good?European Economics > European Economics Weekly — Yield spreads to remain elevatedThis article appears in multiple services — Gilts right to be sanguine on inflationGlobal Economics > Global Markets Update — No bubble yet in government bondsUS Economics > US Economics Weekly — Fed effectively targeting the money supplyThis article appears in multiple services — Markets disregard double-dip risks... for now
US Economics > US Economics Update — Fed opts to reinvest maturing MBS proceedsUK Markets > UK Markets Chart Book — Markets shrug off mixed economic data (Aug 10)US Economics > US Economics Focus — Could the US inflate away its debtUS Economics > US Fed Watch — Fed may be reluctant to add to policy stimulusThis article appears in multiple services — Bernanke offers no hint of further stimulusUS Economics > US Economics Weekly — What could the Fed do?UK Markets > UK Markets Chart Book — Fitful data on UK recovery strains markets’ nerves (Jul 10)This article appears in multiple services — Fed on hold until 2012This article appears in multiple services — Fading recovery prospects darken market outlookUS Economics > US Fed Watch — Fed more likely than ever to keep rates at near-zero
US Economics > US Economics Focus — The implications of Europe's sovereign debt crisis for the USUK Markets > UK Markets Chart Book — Markets shrug off hung parliament (Jun 10)European Economics > European Economics Weekly — Contagion concerns will surely deepenEuropean Economics > European Economics Weekly — Greece takes a step back from the brinkUS Economics > US Economics Weekly — Will the US catch eurofiscalerosis?European Economics > European Economics Focus — Greek default – The whys and whereforesThis article appears in multiple services — Fed on hold for some considerable timeUK Markets > UK Markets Chart Book — Markets fail to buy into hung parliament “nightmare” (Apr 10)US Economics > US Fed Watch — Fed in no rush to tighten policyEuropean Economics > European Economics Weekly — Modest industrial recovery on track
US Economics > US Economics Update — A saving grace for the Treasury marketJapan Economics > Japan Economics Weekly — Risks to JGB yields shifting to the upsideUS Economics > US Economics Weekly — No bond market bloodbathUS Economics > US Economics Weekly — What does the end of the Fed’s asset buying mean?This article appears in multiple services — Fed no nearer to first rate hikeUS Economics > US Economics Update — TIC data reveal littleUK Markets > UK Markets Chart Book — Central banks cut back on liquidity provisions (Mar 10)This article appears in multiple services — Fiscal worries weigh on marketsUS Economics > US Economics Weekly — What is the Treasury up to?This article appears in multiple services — Bernanke defends Fed's actions
Global Economics > Global Markets Update — Asian bonds underperformance will not lastJapan Economics > Japan Economics Weekly — Still positive on stocks and bondsUK Markets > UK Markets Chart Book — Weak recovery pushes interest rates lower (Feb 10)US Economics > US Economics Update — Bernanke lays out exit strategyGlobal Economics > Global Markets Update — Is the outlook really that bad for government bonds?This article appears in multiple services — Fed holds steadyUK Markets > UK Markets Chart Book — Markets misjudge the interest rate outlook (Jan 10)US Economics > US Economics Weekly — Fed contemplates more not less stimulus