• HSBC
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Slowing growth requires defensive strategy

Fundamental weakness and the prospect of slowing economic growth confirm our defensive strategy... Read full article »
Monday, September 20 - 2004 at 14:54

Get ready for an economic slowdown

Our macro economic scenario suggests a slowdown in the second half and next year, which is the... Read full article »
Monday, September 06 - 2004 at 16:13

Thin markets, little change

Focus remains on the earnings reports that come in mainly above expectations, or at least in line... Read full article »
Monday, July 26 - 2004 at 15:27

Our view on inflation

Anticipating the evolution of inflation and interest rates is crucial for investors, now more... Read full article »
Saturday, July 17 - 2004 at 08:44

US rate fears dim

US figures last week were weak and suggested that interest rate rises will be slower than expected. Read full article »
Monday, July 05 - 2004 at 17:59

All eyes on the Federal Reserve

Markets have been stuck in a holding pattern awaiting the US interest rate decision this Wednesday. Read full article »
Tuesday, June 29 - 2004 at 09:37

Moving to defensive sectors

We prefer to stick to a strategy of moving away from cyclical to more defensive sectors. Read full article »
Wednesday, June 16 - 2004 at 10:38

Not a good equity outlook

We fear 2005 will be a worrisome year for the equity markets and we would not be surprised to see... Read full article »
Tuesday, June 08 - 2004 at 09:23

US jobs again in the limelight

Most of the attention this week will again be on Friday's key US employment figures for May. Read full article »
Thursday, June 03 - 2004 at 09:01

Geopolitics rattle global equities

In our view the technical rebound last week will only be short lived and should be seen as an... Read full article »
Tuesday, May 25 - 2004 at 13:05

Euro testing its support boundary

A quiet week for US economic data. But the euro is testing the boundary support of its long term... Read full article »
Tuesday, May 18 - 2004 at 10:07

Good news can't drive the markets higher

We recently decreased our cyclical exposure ahead of the storm of the three C's and the topping... Read full article »
Tuesday, May 04 - 2004 at 17:22

Bond yields likely to stay flat

Bond yields are likely to remain broadly flat over the coming week as the markets stabilize after... Read full article »
Tuesday, April 27 - 2004 at 16:10

Focus on the Fed's Beige Book

Key publication this week will be the Fed's Beige Book which we expect to be upbeat on the... Read full article »
Tuesday, April 20 - 2004 at 09:15

Employment figures stronger than expected

This week we expect German and French industrial production to have expanded in February on the... Read full article »
Monday, April 05 - 2004 at 14:30
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