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Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email email@example.com, or contact your account rep
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Mexico -- Benign conditions prevail, for now Colombia -- A decent rebound, but risks prevail Peru -- Up, thanks to politics and commodities
Services PMIs should rebound this month but the trends are concerning... ... Zero-Covid tolerance will keep drivers of above- trend private consumption growth on the...
We see four changes in the next few months that will put equities on a firmer footing. Risks to bond yields are to the upside, thanks to the coming slew of local government...
The macro-fundamentals are starting to turn against equities, but the policy put is alive and well. Even if EZ equity earnings rise by 40% over the next year, as analysts...
From an immunological perspective, variant risk is assessed on a spectrum--no variant is either completely resistant or susceptible to the vaccines--but for markets it is...
The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger
Conditions have Never Been Better for Equities, but Risks Loom in H2
The ECB Will Soon be Discussing When and How to Slow PEPP
Mortgage Lending to Remain High Through the Summer
The Virus will Soon be History, but are Markets Pricing in Too Much?
Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant
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