ECONOMIC DATA ANALYSIS BY LLOYDS TSB

Fixed income markets endured another bruising week last week in the wake of a drop in US unemployment, sharp jumps in global PMIs and unsettling comments from Fed Chairman Bernanke over the outlook for the US fiscal deficit. King’s speech […]

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Emerging Markets Analysis By Lloyds TSB

China’s PMI manufacturing survey for January is expected to show, on balance, a modest increase, rising to 54.5 from 53.9 in December. China’s PMI manufacturing survey for January

ECONOMIC DATA ANALYSIS BY LLOYDS TSB

Despite the World Economic Forum, the State of the Union address and the FOMC announcement, it was the UK that provided most shockwaves to markets last week with

Emerging Markets Analysis By Lloyds TSB

Despite weaker industrial activity in the quarter, the South Korean economy is forecast to have grown by 0.6%q/q (4.9%y/y) in Q4, compared with 0.7%q/q (4.4%y/y) in Q3. Despite

AEROSPACE AND DEFENCE ANALYSIS BY LLOYDS TSB

We would like to introduce you to our new Lloyds Bank Corporate Markets publication, Aerospace and Defence, written by the Sector team. This publication provides an outlook for

RATES STRATEGY – THEMATICS BY LLOYDS TSB

There is little doubt that the general level of conviction in global debt markets is relatively low at this point in time. And yet we continue to move

FX WEEKLY POSITIONING BY LLOYDS TSB

EUR and GBP specs now long for first time since Nov Summary 1. EUR and GBP specs now long for first time since Nov 2. Long CHF and JPY positions reduced

ECONOMIC DATA ANALYSIS BY LLOYDS TSB

International bond yields rose further last week as firmer growth signals from the US, China and Germany and inflation signs in the UK added to fears of policy

OIL OUTLOOK QUARTERLY BY LLOYDS TSB

We would like to introduce you to our new Lloyds Bank Corporate Markets publication, Oil Quarterly Outlook, written by the Sector team. This publication provides a short to

TECHNICAL STRATEGY – Gold BY LLOYDS TSB

Gold has completed long-term and medium-term sell signals. It shows significant divergence in momentum (ie falling momentum despite rising prices) since October, suggesting that recent gains in Q4