| No. | Title/Authors | Date |
|---|
| 397 | Real Exchange Rates. Part 1. Long-term Values and Minor Currencies’ Prospects.
Andrew Smithers. | 1st Feb 2012 |
| 396 | Bonds: High Risk – Poor Reward.
Andrew Smithers. | 12th Jan 2012 |
| 395 | Inflation: Unlikely before Recovery, but a High Risk then.
Andrew Smithers. | 6th Jan 2012 |
| 394 | Modern Management: The Barrier to Recovery through the Impact on Profit Margins.
Andrew Smithers. | 6th Dec 2011 |
| 393 | The Euro Crisis
Andrew Smithers | 23rd Nov 2011 |
| 392 | Only Weaker Sterling is Likely to Help the UK Economy.
Andrew Smithers. | 4th Nov 2011 |
| 391 | Real Exchange Rates: Adjustment is Vital and Requires Short-term Weakness in Developed Economies.
Andrew Smithers. | 24th Oct 2011 |
| 390 | The Yen and the Japanese Economy.
Andrew Smithers | 6th Oct 2011 |
| 389 | Both Monetarists and Keynesians are Missing the Point.
Andrew Smithers | 16th Sep 2011 |
| 388 | Japanese Equities are Absolutely as well as Relatively Good Value.
Andrew Smithers. | 5th Sep 2011 |
| 387 | Looking Ahead – The Problem is Poor Economic Management.
Andrew Smithers. | 25th Jul 2011 |
| 386 | UK Fiscal vs Monetary Policy.
Andrew Smithers. | 13th Jul 2011 |
| 385 | UK: Past Low Investment and Low Future Growth.
Andrew Smithers. | 6th Jul 2011 |
| 384 | Germany's Self-interest & the Euro.
Andrew Smithers. | 23rd Jun 2011 |
| 383 | Narrower Profit Margins are Essential for Growth.
Andrew Smithers. | 7th Jun 2011 |
| 382 | Investors Should Not (Usually) Hedge Currency Risks on International Equity Portfolios.
Andrew Smithers & Stephen Wright. | 31st May 2011 |
| 381 | Banks' Equity: the Continuing Debate and the Forthcoming UK Report.
Andrew Smithers. | 7th Apr 2011 |
| 380 | US: Sustained Recovery Requires Lower Financial Profits.
Andrew Smithers. | 5th Apr 2011 |
| 379 | Japan After the Catastrophe.
Andrew Smithers. | 29th Mar 2011 |
| 378 | The Next Financial Crisis.
Andrew Smithers. | 16th Mar 2011 |
| 377 | Are We Facing A Savings’ Shortage and a New Fashion in Corporate Behaviour?
Andrew Smithers. | 24th Feb 2011 |
| 376 | UK Inflation.
Andrew Smithers. | 2nd Feb 2011 |
| 375 | Rebalancing the US Economy: Essential for Recovery and with Implications for Sector Share Prices.
Andrew Smithers. | 27th Jan 2011 |
| 374 | The US Corporate Cash Flow and Profit Outlook.
Andrew Smithers. | 7th Jan 2011 |
| 373 | Why Japan’s Current Account Surplus is Unlikely to Decline.
Andrew Smithers. | 17th Dec 2010 |
