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This report is only available as a PDF. Click to download. … Och Aye – or No thanks? …
17th September 2014
This report is only available as a PDF. Click to download. … Will the Fed amend its "considerable time" pledge? …
16th September 2014
The S&P 500 has been struggling to break decisively above 2,000 in recent weeks. This is hardly surprising given the outlook for Fed policy. However, we doubt monetary tightening will drive US equity prices significantly lower. And those expecting a major …
15th September 2014
This report is only available as a PDF. Click to download. … Consensus still too sanguine on timing of first US rate hike …
12th September 2014
This report is only available as a PDF. Click to download. … Aussie dollar likely to come under further pressure …
11th September 2014
This report is only available as a PDF. Click to download. … What next for EM local currency government bonds? …
10th September 2014
This report is only available as a PDF. Click to download. … Further evidence that weak US payrolls data were just a blip …
9th September 2014
This report is only available as a PDF. Click to download. … Would Scottish independence drive sterling down even further? …
8th September 2014
This report is only available as a PDF. Click to download. … US economy going strong despite disappointing Employment Report …
5th September 2014
This report is only available as a PDF. Click to download. … Euro likely to fall even further …
4th September 2014
This report is only available as a PDF. Click to download. … ECB to loosen policy further – if not this week, then very soon …
3rd September 2014
This report is only available as a PDF. Click to download. … Do falling bond yields reflect changing interest rate expectations? …
2nd September 2014
This report is only available as a PDF. Click to download. … Dollar’s rally has further to run …
1st September 2014
This report is only available as a PDF. Click to download. … All eyes on some of the world’s major central banks …
29th August 2014
This report is only available as a PDF. Click to download. … Time to batten down the hatches again? …
28th August 2014
This report is only available as a PDF. Click to download. … The final frontier? …
27th August 2014
This report is only available as a PDF. Click to download. … The US stock market is unlikely to go from strength to strength …
26th August 2014
This report is only available as a PDF. Click to download. … Yellen fails to rock the boat …
22nd August 2014
This report is only available as a PDF. Click to download. … Euro-zone falls further behind US (and UK) …
21st August 2014
This report is only available as a PDF. Click to download. … Oil prices have further to fall …
20th August 2014
This report is only available as a PDF. Click to download. … Which emerging equity markets are likely to fare better than others? …
This report is only available as a PDF. Click to download. … Tightening US labour market to weigh on equity prices …
19th August 2014
This report is only available as a PDF. Click to download. … German equities much more attractively valued than bonds …
18th August 2014
This report is only available as a PDF. Click to download. … What to make of the growing gap between DM & EM bond yields …
15th August 2014
This report is only available as a PDF. Click to download. … How would the markets react if Scotland voted to go it alone? …
14th August 2014
This report is only available as a PDF. Click to download. … How low can Bund yields go? …
13th August 2014
This report is only available as a PDF. Click to download. … Will a weaker euro ever provide a boost to euro-zone equities? …
12th August 2014
This report is only available as a PDF. Click to download. … Fading inflation concerns help to lower Gilt yields …
11th August 2014
This report is only available as a PDF. Click to download. … Fundamentals still encouraging for equities outside the US …
8th August 2014
This report is only available as a PDF. Click to download. … Sterling’s decline has further to run …
7th August 2014
This report is only available as a PDF. Click to download. … Lower-rated US corporate bonds at risk from higher volatility …
6th August 2014
This report is only available as a PDF. Click to download. … Emerging market credit spreads likely to creep up gradually …
5th August 2014
This report is only available as a PDF. Click to download. … Developed market equities to do well despite rise in volatility …
4th August 2014
This report is only available as a PDF. Click to download. … A repeat bond market "conundrum" seems unlikely …
1st August 2014
This report is only available as a PDF. Click to download. … ECB still needs to do more to weaken the euro …
31st July 2014
This report is only available as a PDF. Click to download. … Russian markets likely to struggle as EU prepares further sanctions …
30th July 2014
This report is only available as a PDF. Click to download. … Data to highlight contrasting fortunes of the US and euro-zone …
29th July 2014
This report is only available as a PDF. Click to download. … Markets continue to shrug off the gradual shift in Fed policy …
28th July 2014
This report is only available as a PDF. Click to download. … Divergence at heart of the euro-zone to undermine the euro …
25th July 2014
This report is only available as a PDF. Click to download. … Will most EM equities remain immune to events in Ukraine? …
24th July 2014
This report is only available as a PDF. Click to download. … Winners and losers from Fed tightening …
23rd July 2014
This report is only available as a PDF. Click to download. … Ten-year German Bund yield unlikely to keep on falling …
22nd July 2014
This report is only available as a PDF. Click to download. … Geopolitical risks set to weigh further …
21st July 2014
This report is only available as a PDF. Click to download. … Will a shift in US monetary policy boost the dollar? …
18th July 2014
This report is only available as a PDF. Click to download. … How will emerging market assets cope with Fed tightening? …
17th July 2014
This report is only available as a PDF. Click to download. … Unfair to judge Bank of Japan by breakeven rates alone …
16th July 2014
This report is only available as a PDF. Click to download. … US Treasuries look set to underperform Gilts and Bunds …
15th July 2014
This report is only available as a PDF. Click to download. … Emerging market dollar bonds do not appear to be in a bubble …
14th July 2014
This report is only available as a PDF. Click to download. … Europe's financial woes far from over …
11th July 2014
This report is only available as a PDF. Click to download. … What’s really “priced in” for US interest rates? …
10th July 2014
