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Greater clarity on monetary policy means politicians’ promises face a test in the market
Morgan Stanley forecasts 11th consecutive quarter of forecast-beating profits
SEB argues that rate differentials help define the prospects for the currency’s rally
Tensions over Iraq and Iran lift prices, with more pressure ahead, says Morgan Stanley
Sterling in middle of trading range against euro as rate rise expectations grow
The yellow metal is almost 5 per cent below its peak in September
Policy sensitive short-term yields rise on risk of a more active central bank
Region sells largest annual volume of sovereign and local authority debt on record
Korean won and Indonesian rupiah look cheap, says BofAML
Swiss bank sees a buying opportunity amid wider EM rally
Strong euro and uncertain politics lead Brooks Macdonald to cut its outlook to ‘neutral’
Investment group happy to hold pound for now, but cautions on stocks and gilts
Bank says recession risk is small and stock rally has legs but beware eurozone bonds
The world’s biggest asset manager likes the look of Greek banks
BlueBay Asset Management advocates broader investment horizons
Morgan Stanley argues that stock valuations have not tracked the sector’s recovery
Royal London Asset Management is still backing stocks
Glencore is Liberum’s top pick in the sector
Barclays also says ‘buy British’ in strategy outlook
UBS analysis emphasises recent fund flow data to offer insight into emerging markets
BNP Paribas’ look ahead to Q4 and beyond also expects pressure on the carry trade
Capital Economics thinks a flexible approach to reducing stimulus will prevail
Morgan Stanley uses relative strength indices to analyse Europe’s stock rebound
UBS sounds positive note on outlook for EM assets
For chart watchers, Brent crude is about to head higher
International Edition