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This report is only available as a PDF. Click to download. … How far will US Treasury yields fall? …
6th March 2007
This report is only available as a PDF. Click to download. … Markets likely to remain jittery ahead of US payrolls data …
5th March 2007
This report is only available as a PDF. Click to download. … Further yen rebound remains a key risk for global equities …
2nd March 2007
This report is only available as a PDF. Click to download. … ISM survey unlikely to ease fears over US growth …
1st March 2007
This report is only available as a PDF. Click to download. … Evidence of US slowdown likely to lead to further equity falls …
28th February 2007
This report is only available as a PDF. Click to download. … Euro-zone money supply still too high for ECB's comfort …
27th February 2007
This report is only available as a PDF. Click to download. … Softer US data this week may reinforce rate cut expectations …
26th February 2007
This report is only available as a PDF. Click to download. … Ifo to offer further evidence of strong German growth in Q1 …
23rd February 2007
This report is only available as a PDF. Click to download. … 'Dovish' statement may limit impact of BoJ rate hike …
22nd February 2007
This report is only available as a PDF. Click to download. … Fed rate cuts could come sooner than markets anticipate …
21st February 2007
This report is only available as a PDF. Click to download. … Markets underestimate potential impact of a yen rebound …
20th February 2007
This report is only available as a PDF. Click to download. … Markets likely to continue to focus on carry trades …
19th February 2007
This report is only available as a PDF. Click to download. … Colder weather in January may weaken key US data releases …
16th February 2007
This report is only available as a PDF. Click to download. … Fed and BoE retain their tightening biases …
15th February 2007
This report is only available as a PDF. Click to download. … Bernanke testimony likely to reflect Fed's tightening bias …
14th February 2007
This report is only available as a PDF. Click to download. … Solid euro-zone growth to support further rate hikes …
13th February 2007
This report is only available as a PDF. Click to download. … Bernanke testimony to dominate bumper week …
12th February 2007
This report is only available as a PDF. Click to download. … Plenty of G7 talk likely, but little action …
9th February 2007
This report is only available as a PDF. Click to download. … Bank of England could still surprise markets again …
8th February 2007
This report is only available as a PDF. Click to download. … Latest productivity data might reinforce Fed's tightening bias …
7th February 2007
This report is only available as a PDF. Click to download. … G7 unlikely to boost yen - Japan GDP data is more likely trigger …
6th February 2007
This report is only available as a PDF. Click to download. … Service sector surveys likely to remain strong for now …
5th February 2007
This report is only available as a PDF. Click to download. … Housing slump to undermine US payrolls in months ahead …
2nd February 2007
This report is only available as a PDF. Click to download. … US ISM likely to confirm that Q4 GDP was as good as it gets …
1st February 2007
This report is only available as a PDF. Click to download. … Fed tightening bias to remain although markets still sceptical …
31st January 2007
This report is only available as a PDF. Click to download. … Subdued German inflation data may not restrain ECB rate hikes …
30th January 2007
This report is only available as a PDF. Click to download. … US rate expectations may continue to rise - for now …
29th January 2007
This report is only available as a PDF. Click to download. … US orders data set to jump on aircraft bookings …
26th January 2007
This report is only available as a PDF. Click to download. … German Ifo could dispel uncertainty over impact of VAT hike …
25th January 2007
This report is only available as a PDF. Click to download. … Bank of England likely to make sure with one more rate hike …
24th January 2007
This report is only available as a PDF. Click to download. … Fed to cut rates this year by more than markets are pricing in …
23rd January 2007
This report is only available as a PDF. Click to download. … US house prices to weigh on consumption even if activity rises …
22nd January 2007
This report is only available as a PDF. Click to download. … Japanese interest rates still likely to rise in February …
19th January 2007
This report is only available as a PDF. Click to download. … One BoJ rate hike unlikely to offer sustained support for the yen …
18th January 2007
This report is only available as a PDF. Click to download. … Markets to remain hawkish on Bank of England policy outlook …
17th January 2007
This report is only available as a PDF. Click to download. … Markets on the look-out for Bank of England inflation letter …
16th January 2007
This report is only available as a PDF. Click to download. … A Bank of England letter could further boost yields and sterling …
15th January 2007
This report is only available as a PDF. Click to download. … Timing of UK rate shock hints at poor CPI data next week …
12th January 2007
This report is only available as a PDF. Click to download. … ECB pledge on "vigilance" could signal a February rate hike …
11th January 2007
This report is only available as a PDF. Click to download. … Russian dispute won't prevent further drop in global oil prices …
10th January 2007
This report is only available as a PDF. Click to download. … Investor expectations for commodities appear unrealistic …
9th January 2007
This report is only available as a PDF. Click to download. … Housing market still likely to undermine US job growth …
8th January 2007
This report is only available as a PDF. Click to download. … Housing-related job losses increase downside risks to US payrolls …
5th January 2007
This report is only available as a PDF. Click to download. … December inflation may rise above ECB's target …
4th January 2007
This report is only available as a PDF. Click to download. … Mixed data to keep Bank of Japan on hold another month …
3rd January 2007
This report is only available as a PDF. Click to download. … UK GDP data support other evidence pointing to another rate hike …
22nd December 2006
This report is only available as a PDF. Click to download. … Is the US housing market stabilising? …
21st December 2006
This report is only available as a PDF. Click to download. … Further UK rate hike more likely than not …
20th December 2006
This report is only available as a PDF. Click to download. … Short-term data rebound offers little respite for US housing market …
18th December 2006
This report is only available as a PDF. Click to download. … November CPI likely to revive concerns over US inflation …
15th December 2006
