| No. | Title/Authors | Date |
|---|
| 315 | Inflation and Equity Returns.
Andrew Smithers | 24th Jul 2008 |
| 314 | Controlling Inflation Means Falling Profits and Share Prices.
Andrew Smithers | 17th Jul 2008 |
| 313 | US Interest Rates Point to a Weak Stock Market in 2009.
Andrew Smithers | 11th Jul 2008 |
| 312 | Japan: Shareholder Power, Cross-holdings and Over-investment.
Andrew Smithers. | 2nd Jul 2008 |
| 311 | US: Slow Credit Growth – a Threat to the Economy and Stock Market.
Andrew Smithers | 17th Jun 2008 |
| 310 | Japan: Poor Market Outlook, Notably for Manufacturing.
Andrew Smithers | 10th Jun 2008 |
| 309 | Borrowing to Invest in UK Stocks?
Andrew Smithers & Stephen Wright. | 3rd Jun 2008 |
| 308 | Are Prospective Equity Returns Independent From Current Bond Yields?
Andrew Smithers & Stephen Wright. | 22nd May 2008 |
| 307 | The Case Against Holding Equities Today
Andrew Smithers | 2nd Apr 2008 |
| 306 | Japan’s Low Return on Capital: Domestic and International Consequences.
Andrew Smithers | 6th Mar 2008 |
| 305 | The Party's Over Now. The Importance of Inflationary Expectations.
Andrew Smithers | 28th Feb 2008 |
| 304 | UK Sector Outlook 2008.
Andrew Smithers | 18th Jan 2008 |
| 303 | Why Sterling Should Weaken.
Andrew Smithers | 9th Jan 2008 |
| 302 | US Banks: Poor Value and Poor Prospects.
Andrew Smithers | 3rd Jan 2008 |
| 301 | An Agnostic Approach to Stock Market Prediction.
Andrew Smithers & Stephen Wright. | 18th Dec 2007 |
| 300 | CLOs, Credit Spreads and Default Rates.
Andrew Smithers & Geoffrey Wood | 6th Dec 2007 |
| 299 | Japan Must Grin and Bear It.
Andrew Smithers | 30th Nov 2007 |
| 298 | Do Banks Have Adequate Capital?
Andrew Smithers and Geoffrey Wood | 7th Nov 2007 |
| 297 | Trend Fitting, Market Value and Forecast Returns.
Andrew Smithers & Stephen Wright | 4th Oct 2007 |
| 296 | After the Ball.
Andrew Smithers. | 25th Sep 2007 |
| 295 | Are Corporate Balance Sheets “In Good Shape”?
Andrew Smithers. | 21st Aug 2007 |
| 294 | Japan: The Economy Seems Set Fair, Short-Term Risks Lie Overseas.
Andrew Smithers | 9th Aug 2007 |
| 293 | US: If Profits Continue to fall Will the Stock Market Care?
Andrew Smithers | 24th Jul 2007 |
| 292 | The Importance of Data Revisions and their Delayed Impact on Expectations.
Andrew Smithers | 26th Jun 2007 |
| 291 | US: Low Investment and the Trade Deficit Go Together!
Andrew Smithers | 3rd May 2007 |
