Filtered by Subscriptions: Bonds & Equities Use setting Bonds & Equities
This report is only available as a PDF. Click to download. … MPC testimony should help clarify risks to UK interest rates …
26th June 2008
This report is only available as a PDF. Click to download. … One or two FOMC members may vote to hike rates today …
25th June 2008
This report is only available as a PDF. Click to download. … Latest activity surveys suggest July ECB hike would be a one-off …
24th June 2008
This report is only available as a PDF. Click to download. … Fed on hold for a prolonged period …
23rd June 2008
This report is only available as a PDF. Click to download. … China's fuel price hikes to help cap global oil prices …
20th June 2008
This report is only available as a PDF. Click to download. … A less pessimistic view on global food prices …
19th June 2008
This report is only available as a PDF. Click to download. … Market rate expectations fall despite bad inflation news …
18th June 2008
This report is only available as a PDF. Click to download. … Oil summit alone unlikely to provide much price relief …
17th June 2008
This report is only available as a PDF. Click to download. … US inflation data won't panic the Fed …
16th June 2008
This report is only available as a PDF. Click to download. … Fed unlikely to hike when unemployment soaring …
13th June 2008
This report is only available as a PDF. Click to download. … What if the Irish say “no” to the Lisbon Treaty? …
12th June 2008
This report is only available as a PDF. Click to download. … Will the Bank of England raise rates? …
11th June 2008
This report is only available as a PDF. Click to download. … Chances of UK recession grow by the day …
10th June 2008
Friday’s $11 jump in the price of a barrel of crude provides the clearest evidence yet that the oil market is increasingly detached from fundamentals. We are raising our assumptions for the future path of oil prices to reflect the higher starting point …
9th June 2008
This report is only available as a PDF. Click to download. … US rates on hold despite unemployment "shock" …
This report is only available as a PDF. Click to download. … ECB prepares to hike rates, who will follow? …
6th June 2008
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
