| No. | Title/Authors | Date |
|---|
| 419 | UK: Recovery Requires a Large Fall in Sterling.
Andrew Smithers. | 8th May 2013 |
| 418 | Japan: Equities and Sector Outlook. Opportunities Provided by Some Responses to New Policies.
Andrew Smithers. | 22nd Apr 2013 |
| 417 | Structural Not Cyclical: Dangerous Policies for Misunderstood Issues.
Andrew Smithers. | 25th Mar 2013 |
| 416 | The Fed in Denial: US Inflation is Inconsistent with Cyclical Demand Weakness.
Andrew Smithers. | 21st Feb 2013 |
| 415 | Deleveraging – More of a Myth than an Issue.
Andrew Smithers. | 15th Feb 2013 |
| 414 | The Equity Risk Premium: Useless in Practice and a Source of Confusion and Error.
Andrew Smithers. | 5th Feb 2013 |
| 413 | Japan: The Weak Yen Is Very Helpful - But Inflation and Fiscal Stimulus Would Not Be.
Andrew Smithers. | 23rd Jan 2013 |
| 412 | Japan: A Good Short-term Stock Market Outlook.
Andrew Smithers. | 14th Jan 2013 |
| 411 | Japanese Non-financial Equities: Cheap Relative to the US and Probably Below Fair Value.
Andrew Smithers. | 10th Jan 2013 |
| 410 | UK: Why Productivity is Poor and Inflation Isn’t Falling.
Andrew Smithers. | 5th Dec 2012 |
| 409 | US Productivity and Employment.
US Productivity and Employment. | 13th Nov 2012 |
| 408 | US Inflation and QE3.
Andrew Smithers | 5th Oct 2012 |
| 407 | The UK: New Solutions are Needed for the New Problems and their Introduction is Unlikely.
Andrew Smithers | 19th Sep 2012 |
| 406 | US Profits: The Real and the Published.
Andrew Smithers. | 14th Aug 2012 |
| 405 | Japan's Structural Savings' Surplus.
Andrew Smithers. | 19th Jul 2012 |
| 404 | The End of the Post-war Era - Sauve qui Peut.
Andrew Smithers. | 9th Jul 2012 |
| 403 | US Fiscal Policy After November 2012
Andrew Smithers. | 13th Jun 2012 |
| 402 | UK: The Situation Gets Worse.
Andrew Smithers. | 24th May 2012 |
| 401 | The Change in Corporate Behaviour.
Andrew Smithers. | 24th Apr 2012 |
| 400 | Japanese Profits are Understated - the Opposite of the US
Andrew Smithers | 20th Mar 2012 |
| 399 | UK: Profit Margins and Weaker Sterling Needed.
Andrew Smithers. | 15th Feb 2012 |
| 398 | Real Exchange Rates. Part 2. Euros, Dollars, Sterling and Yen
Andrew Smithers | 9th Feb 2012 |
| 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 |
