Filtered by Subscriptions: Bonds & Equities Use setting Bonds & Equities
This report is only available as a PDF. Click to download. … Euro likely to come under further pressure …
16th August 2010
This report is only available as a PDF. Click to download. … Does Japan really need a weaker yen? …
13th August 2010
This report is only available as a PDF. Click to download. … Treasuries warm to latest Fed policy decision …
12th August 2010
This report is only available as a PDF. Click to download. … Rising unit labour costs spell trouble for US corporate profits …
11th August 2010
This report is only available as a PDF. Click to download. … Shift in US rate expectations should soon be over …
10th August 2010
This report is only available as a PDF. Click to download. … US TIPS yields are unlikely to keep on falling …
9th August 2010
This report is only available as a PDF. Click to download. … US initial jobless claims paint a misleading picture …
6th August 2010
This report is only available as a PDF. Click to download. … Are TIPS close to a tipping point? …
5th August 2010
This report is only available as a PDF. Click to download. … What next for dollar-denominated emerging market bonds? …
4th August 2010
This report is only available as a PDF. Click to download. … Is the UK stock market "fair" value? …
3rd August 2010
This report is only available as a PDF. Click to download. … US GDP growth is slowing, but not in an alarming way …
2nd August 2010
This report is only available as a PDF. Click to download. … An update on the valuation of the UK stock market …
30th July 2010
This report is only available as a PDF. Click to download. … Seasonal factors have little impact on the price of gold …
This report is only available as a PDF. Click to download. … Brighter times ahead for Japan's stock market? …
29th July 2010
Seasonal factors are a poor explanation for the recent weakness in gold prices, which instead mainly reflects lower demand for the precious metal as a safe haven or inflation hedge. Calendar effects are an equally poor reason to expect a strong recovery …
28th July 2010
This report is only available as a PDF. Click to download. … Euro’s recovery against the dollar should not last long. …
Global growth will probably not be as bad as many fear, while monetary policy should remain extremely accommodative in all the major developed economies for at least another year and a half. The downside for risky assets should therefore be limited. …
This report is only available as a PDF. Click to download. … What next for the major asset markets? …
27th July 2010
This report is only available as a PDF. Click to download. … US GDP growth should have eclipsed 3% in Q2 …
26th July 2010
This report is only available as a PDF. Click to download. … Fed still a long way from further monetary stimulus …
23rd July 2010
This report is only available as a PDF. Click to download. … Gold has already priced in a lot of bad news …
22nd July 2010
The price of gold already includes a large premium for the precious metal’s status as a refuge from economic and financial uncertainty. With inflation risks still low, it would now take a major new shock to propel gold prices significantly higher. … Gold …
21st July 2010
This report is only available as a PDF. Click to download. … The dollar – has the worm turned? …
This report is only available as a PDF. Click to download. … World economy down, but not out …
20th July 2010
This report is only available as a PDF. Click to download. … Threat of deflation in the US has receded, but only for a while …
19th July 2010
This report is only available as a PDF. Click to download. … Cable’s rally unlikely to last …
16th July 2010
This report is only available as a PDF. Click to download. … What happened to the renminbi basket? …
15th July 2010
This report is only available as a PDF. Click to download. … Monetary data not so positive for gold …
14th July 2010
We are frequently asked about the relationship between the supply of money and the price of gold. The short answer is that there isn’t one, at least not one that can be relied upon. … What can the money supply tell us about gold …
13th July 2010
This report is only available as a PDF. Click to download. … Trouble still lies ahead for the yen …
The persistent strength of the Japanese currency despite last month’s announcement of an unimpressive fiscal plan has led us to scale back our expectations for a sharp sell-off in the second half of the year. Nonetheless, we still think the yen is …
12th July 2010
This report is only available as a PDF. Click to download. … The US stock market should avoid a fresh slump …
This report is only available as a PDF. Click to download. … US data unlikely to dispel fears of a double-dip recession …
9th July 2010
The US stock market has rebounded a little this week. We don’t expect a much stronger showing over the remainder of 2010 and are sticking with our view that the S&P 500 will end the year at around 1075, a little above where it is now. We do, however, …
8th July 2010
This report is only available as a PDF. Click to download. … Shipping costs say little about outlook for commodity prices …
This report is only available as a PDF. Click to download. … How much use is the Baltic index? …
7th July 2010
This report is only available as a PDF. Click to download. … How severe is China’s economic slowdown likely to be? …
This report is only available as a PDF. Click to download. … Beware the risk of rising yields …
6th July 2010
This report is only available as a PDF. Click to download. … US economic recovery has shifted into a lower gear …
5th July 2010
This report is only available as a PDF. Click to download. … ECB not about to bleed the system dry …
2nd July 2010
This report is only available as a PDF. Click to download. … JGBs in the mid-1990s - any implications for Treasuries? …
1st July 2010
This report is only available as a PDF. Click to download. … Will sterling’s post-election honeymoon last? …
30th June 2010
This report is only available as a PDF. Click to download. … G20 papers over the cracks …
29th June 2010
This report is only available as a PDF. Click to download. … G20 likely still split on big issues …
28th June 2010
This report is only available as a PDF. Click to download. … Gilts should continue to prosper …
25th June 2010
This report is only available as a PDF. Click to download. … A rosy outlook for gilts …
24th June 2010
This report is only available as a PDF. Click to download. … Ratings outlook suggests troubles ahead for JGBs …
This report is only available as a PDF. Click to download. … How long can Japanese yields defy fiscal concerns? …
23rd June 2010
This report is only available as a PDF. Click to download. … Fiscal squeeze to keep the pressure on UK equities …
