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No.Title/AuthorsDate
345Investment and Spending Strategies for Endowments.
Andrew Smithers & TengTeng Xu
23rd Sep 2009
344A Better Profit Outlook for Japan than the US.
Andrew Smithers
17th Sep 2009
343Reforming Banks – Impasse and Prognosis.
Andrew Smithers
15th Sep 2009
342Q2 NIPA Data Underline the Poor US Profit Outlook.
Andrew Smithers
4th Sep 2009
341Banks’ Capital Requirements Must Rise Sharply with Size.
Andrew Smithers
20th Aug 2009
340Japan: A New Economic Model?
Andrew Smithers
11th Aug 2009
339Current Account Deficits Must Improve Faster than Expected for Budget Deficits to Fall.
Andrew Smithers
4th Aug 2009
338China: Good News and the Threat of Inflation.
Andrew Smithers
24th Jul 2009
337Banks’ Equity and Political Indecision.
Andrew Smithers
3rd Jul 2009
336US Investor Liquidity and the Stock Market.
Andrew Smithers
26th Jun 2009
335Japan: Profits and Value - June 2009.
Andrew Smithers
10th Jun 2009
334US Profits: A High Risk of Disappointment.
Andrew Smithers.
21st May 2009
333US Equities: Corporate Supply and Demand.
Andrew Smithers
19th May 2009
332Inflation: Neither Inevitable Nor Helpful.
Andrew Smithers
30th Apr 2009
331US and Japan Post Bubbles.
Andrew Smithers
23rd Apr 2009
330US: Stock Market Update March 2009.
Andrew Smithers
24th Mar 2009
329UK: Quantitative Easing and the Gilt Market.
Andrew Smithers & Geoffrey Wood.
10th Mar 2009
328World Market Value at End 2008.
Andrew Smithers
9th Feb 2009
327UK Stock Market Value and Outlook.
Andrew Smithers
23rd Jan 2009
326The Long and Short-term Outlook for US Government Bonds.
Andrew Smithers
15th Jan 2009
325US Stock Market Outlook for 2009.
Andrew Smithers
7th Jan 2009
324Fiscal Stimulus and World Recovery.
Andrew Smithers
11th Dec 2008
323Getting Banks to Lend.
Andrew Smithers
4th Dec 2008
322Japan: Problems with Over-investment and Vulnerable Small Companies.
Andrew Smithers
27th Nov 2008
321UK: The Fiscal and Inflation Consequences for a Supply Constrained Economy.
Andrew Smithers.
20th Nov 2008