List of Reports

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No.Title/AuthorsDate
92The Economic Threat Posed by the US Asset Bubble.
Andrew Smithers
22nd Jul 1996
91Japan: Cyclical Recovery Versus Structural Change.
Andrew Smithers
19th Jul 1996
90UK: Corporate Taxation after the Election.
Andrew Smithers and Roland Wales
14th Jun 1996
89Lessons from the Great Wall Street Bubbles.
Andrew Smithers and Stephen Wright
29th May 1996
88Share Price Determination in the Japanese Equity Market.
Andrew Smithers
25th Apr 1996
87France Awaits the Deutschemark and Wall Street.
Andrew Smithers
5th Apr 1996
86Equity Markets & the Concept of Value.
Andrew Smithers
26th Mar 1996
85Japan: The Scope for Profit Recovery.
Andrew Smithers
28th Feb 1996
84Germany: The Implications of Deutschemark Strength.
Andrew Smithers and Stephen Wright
29th Jan 1996
83Japanese Liquidity: Conviction without Evidence.
Andrew Smithers
10th Jan 1996
82Japanese Life Insurance: Appearance, Reality and Solvency.
Andrew Smithers
2nd Jan 1996
81Japan: The Choice Between Asset Deflation and General Price Inflation.
Andrew Smithers and Stephen Wright
29th Nov 1995
80The Outlook for Profits in the US.
Martin Weale
26th Oct 1995
79The US Bond Market is Forecasting a Hard Landing.
Andrew Smithers and Stephen Wright
11th Oct 1995
78The Underlying Value of Japanese Equities.
Andrew Smithers
5th Jul 1995
77Germany: Still Vulnerable
Martin Weale and Julian Snelder
28th Jun 1995
76Japan: Financial Leverage & the Impact of Asset Deflation.
Andrew Smithers
21st Jun 1995
75Wall Street and the "Valuation Ratio".
Andrew Smithers
5th Jun 1995
74The Stability of the Real Return on Equities.
Andrew Smithers, Martin Weale and Stephen Wright
30th May 1995
73The Risks and Rewards of Timing the US Equity Market.
Andrew Smithers and Stephen Wright
3rd May 1995
72The Outlook for the French Bourse.
Julian Snelder and Andrew Smithers
6th Apr 1995
71Banking Regulation: A Threat to Some Equity Markets.
Andrew Smithers
31st Mar 1995
70Japanese Life Insurance: Its Continuing Problems.
Andrew Smithers
24th Mar 1995
69Still in the Clouds: The UK Stockmarket.
Andrew Smithers and Martin Weale
2nd Mar 1995
68Japan: Growing Problems for the PKO.
Andrew Smithers
15th Feb 1995