While the BoE is in the spotlight, the ECB and the Fed are waiting in the wings
Carmignac voices doubts on outlook for global growth
Only Sweden scores higher in a global optimism survey
Bank of Japan buying and investor risk aversion keep 10-year debt near zero
Barclays stands by earnings growth forecasts as economic recovery deepens
Both central banks could define direction for the pound after tricky summer
Euro rally could mean investors will have to wait longer for signs on QE’s demise
Bank of America Merrill Lynch says macro headwinds could knock market
Analysts suggest ultra-long deals currently looking ‘relatively dear on the curve’
Rising bond yields and improved earnings to bolster banking stocks
Domestic European stocks are best way to seek to benefit from currency’s climb, says UBS strategist
Korea and S Africa require particular caution as risk is concentrating in only a few markets, says CBC
Pick emerging markets and eurozone stocks for longer term, says JPMorgan Cazenove
HSBC has shorted the pound with a target around $1.25
Capital Economics doubts the prospects of a re-run of the financial crisis
Admiral’s move to cut its payout goes against trend on the main UK stock index
Swiss bank to take profits on rally against dollar and Swiss franc
Morgan Stanley analysis says the rise on stock markets has further to go
Price slowdown risks delaying withdrawal of Europe’s quantitative easing programme
BofA Merril Lynch notes a muted showing for individual stocks during reporting season
US bank argues the European sector will keep its momentum for 6 to 12 months
The synchronised manufacturing rebound could be unwinding, analysis of PMIs finds
JPMorgan strategy overhaul includes hedge against taper tantrums
US central bank could yet pull the trigger next month, says SEB
Morgan Stanley analysis pinpoints sectors most at risk from the currency’s long rally
International Edition