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Economics - Markets

August 2010 Weekly Reports
9.08.2010 Will investors get hit a third time ?

 

July 2010 Weekly Reports
26.07.2010 EU Stress Test: Missed Opportunity?
19.07.2010 EFSF: Should non-AAA be assessed as AAA?

 

June 2010 Weekly Reports
21.06.2010  De-pegging the Yuan - what is the impact ?
14.06.2010 China-sustainable growth?
07.06.2010 Deflation, inflation or worse?

 

May 2010 Weekly Reports
31.05.2010  EU bank resolution fund or fortified Basel regulations ?
17.05.2010 Will fiscal policies derail world economic growth ? 
10.05.2010  Emergency Plan: Short term stabilization, long-term ...?
03.05.2010  Credit agencies: ECB no longer cares!

 

April 2010 Weekly Reports
26.04.2010  Greece - victim of speculators or even German elections ?
19.04.2010  Fraudman Sachs ?
12.04.2010  What can be expected from the upcoming reporting season ?

 

March 2010 Weekly Reports
22.03.2010  What are the consequences of the new health care legislation ?
08.03.2010  US consumption - representing a driving force again?
01.03.2010  US residential real estate – opportunity or illusion?

 

February 2010 Weekly Reports
22.02.2010  Stay overweight stocks on improving economic environment
15.02.2010  China: Diminished inflation danger?
08.02.2010  Europe: Why not consider options?

 

January 2010 Weekly Reports
25.01.2010  Obama: Oh-banca
18.01.2010  Tightening in China: How should investors react?
11.01.2010  UK: positive loan data
04.01.2010  Outlook 2010

 

December 2009 Weekly Reports
14.12.2009  Eco charts for 1Q 2010
14.12.2009  Who will save Greece?
07.12.2009  Who will dictate rates - the Fed or the market?

 

Swiss Research Articles
27.7.2010 Handout
20.7.2010 Handout
Investment Policy Committee Q3 2010
15.06.2010  Handout
01.06.2010  Handout
17.05.2010  Handout
20.04.2010  Handout
13.04.2010  Handout
Investment Policy Committee Bank Leumi (Switzerland) - Second Quarter 2010
Eco charts for 1Q 2010
09.03.2010  Handout
23.02.2010  Handout
16.02.2010  Handout
09.02.2010  Handout
19.01.2010  Handout
11.01.2010  Handout
07.12.2009  Handout
10.11.2009  Handout
03.11.2009  Handout