Insights

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Investment Outlooks

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Scenarios

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Investment Oulooks

21st Nov 2016 - INVESTMENT OUTLOOK
3rd May 2016 - INVESTMENT OUTLOOK
18th Jan 2016 - INVESTMENT OUTLOOK
26th Oct 2015 -  INVESTMENT OUTLOOK

7th Jul 2015 - CONFERENCE CALL

1st Jun 2015 - INVESTMENT OUTLOOK

10th Mar 2015 - CONFERENCE CALL

1st Feb 2015 - INVESTMENT OUTLOOK
1st Dec - 2014 - INVESTMENT OUTLOOK
1st Sept 2014 - INVESTMENT OUTLOOK
9th Jun 2014 - INVESTMENT OUTLOOK
1st Apr 2014 - INVESTMENT OUTLOOK
10th Feb 2014 - INVESTMENT OUTLOOK
4th Nov 2013 - INVESTMENT OUTLOOK
7th Oct 2013 - INVESTMENT OUTLOOK
19th Sep 2013 - INVESTOR PRESENTATION
3rd Sep 2013 - INVESTMENT OUTLOOK
28th Jun 2013 - INVESTMENT OUTLOOK
31st May 2013 - INVESTMENT OUTLOOK
3rd May 2013 - INVESTMENT OUTLOOK
5th Apr 2013 - INVESTMENT OUTLOOK
1st Mar 2013 - INVESTMENT OUTLOOK
1st Feb 2013 - INVESTMENT OUTLOOK
11th Jan 2013 - INVESTMENT OUTLOOK
17th Dec 2012 - INVESTMENT OUTLOOK
16th Nov 2012 - INVESTMENT OUTLOOK
26th Oct 2012 - INVESTMENT OUTLOOK
5th Oct 2012 - INVESTMENT OUTLOOK
14th Sep 2012 - Bi-WeeklyNote
27th Jul 2012 - Bi-WeeklyNote
13th Jul 2012 - Bi-WeeklyNote

 

Cookies

3rd Jul 2017 - New Lows on Bond Volatility: Calm Before The Storm? - UPDATE

16th Jun 2017 - New Lows on Bond Volatility: Calm Before The Storm?
15th Jun 2017 - US Banks visibly disconnected from US Rates and US Curve

5th Jun 2017 -  Things to Watch (12 charts)

24th May 2017 - How to play EU outperformance vs the US: equity, rates and currencies

4th May 2017 -  Important levels to watch out, being tested / breached

12th Apr 2017 - Equities to join rates and the us dollar in the anti-reflation trade? watch us earnings and US GDP for clues

7th Apr 2017 - Trend to monitor: Italy's Target 2 deficit hit new high in March at Eur 420bn 

3rd Apr 2017 - Post-Oil World Advancing Faster Than Markets Believe

23rd Feb 2017 - The Positive Scenario of a Friendly Restructuring of the EUR Peg is in Reach

12th Dec 2016 - Global Tapering On Track: Latest Data From Japan, Possibility For A Tweak
24th Oct 2016 - Things to Watch

2nd Aug 2016 - Things to Watch

25th Aug 2016 - US Yield Curve Now Flat Between 12Months Libor And 10Yr Treasury: US Banks Do Not Flinch, Yet  

7th Jul 2016 - Equities Sleepwalking Towards The Cliff Of EU Banks And CNH Deval

27th Jun 2016 - EU Reformed Or EUR Break-Up 

15th Jun 2016 - Last Castle To Fall: The S&P

12th Apr 2016 - Upcoming Catalysts For Risk-Off: US Earnings, OPEC Meeting

21st Mar 2016 - Short European Banks Thesis

14th Mar 2016 -  Draghi Smartly Over-Delivering, Saving Banks, Now Eyes On Risk Of USD Strength

2nd Mar 2016 - High Expectations For ECB Next Week Potential For Disappointment  Especially On Banks

29th Feb 2016 - EURUSD Down, Equity Down On ECB Delivering Deeply Negative Interest Rates

22nd Feb 2016 - Monitoring China Reserve Depletion: Next Key Release 23rd Feb

15th Feb 2016 -  Monitoring China Reserve Depletion: Next Key Releases On 18th Feb And 23rd Feb

10th Feb 2016 - Deeply Negative Interest Rates, The Real New News

3rd Feb 2016 -  Monitoring China Reserve Depletion: Estimate For Jan Revised Up At $USD 197Bn, Data Out On 7th Feb

29th Jan 2016 - Deeply Negative Interest Rates & Currency Wars

28th Jan 2016 - Monitoring China Reserve Depletion: Estimate For Jan At $USD 185Bn, Released On 7th Feb

25th Jan 2016 -  Inflation Expectations Closing Gap To European's

21st Jan 2016 - Thoughts Ahead Of ECB Press Conf

12th Jan 2016 -  Random And Violent Markets

23rd Dec 2015 - What's Going On In Oil / Commodities

17th Dec 2015 - What Are We Left With After Fed Hike?

8th Dec 2015 - Has The ECB Really Disappointed

27th Nov 2015 - Preparing For The ECB Meeting

 

Scenarios