Report Archive - bonds
European Market Commentary
Basic Materials And Oil & Gas Likely To Drive European Earnings In 2011- 18-Mar-2011
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions: Europe
- Authors: Amitesh Kumar
- Products: Datastream, ThomsonONE.com Investment Banking
- Keywords: bonds, earnings, economics, fixed income, M&A, valuation
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European Market Commentary
European Earnings Estimates Favor Basic Materials and Technology in Q1 2011- 04-Mar-2011
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions: Europe
- Authors: Amitesh Kumar
- Products: Datastream, ThomsonONE.com Investment Banking
- Keywords: bonds, earnings, economics, equities, fixed income, M&A, valuation
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European Market Commentary
The Number of Companies Missing Q4 Expectations Is Outpacing Those Beating Expectations- 18-Feb-2011
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions: Europe
- Authors: Amitesh Kumar
- Products: Datastream, Thomson ONE Investment Analyst , ThomsonONE.com Investment Banking
- Keywords: bonds, capital markets, earnings, economics, equities, fixed income, interest rates, M&A, valuation
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European Market Commentary
Mid-Earnings-Season Presents Mixed Picture; Oil & Gas and Financials Take Center Stage- 04-Feb-2011
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions: Europe
- Authors: Amitesh Kumar
- Products: Datastream, Thomson ONE Investment Management
- Keywords: bonds, capital markets, earnings, economics, equities, fixed income, M&A, valuation
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European Market Commentary
Decent Earnings Expected in Q4 2010; Consumers and Energy to Drive Growth- 21-Jan-2011
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions: Europe
- Authors: Amitesh Kumar
- Products: Datastream, Thomson ONE Investment Management, Thomson Reuters Spreadsheet Link
- Keywords: bonds, earnings, economics, equities, fixed income, interest rates, M&A, valuation
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Playing Inflation Hedges: US TIPS vs. Other Assets
Analyzing Performance of TIPS, Equities, and Commodities- 28-Dec-2010
US Treasury Inflation-Protected Securities (TIPS) can help combat the drag of inflation -- but can they offer the best means to preserve purchasing power? As an asset class, how have TIPS performed vis-à-vis other assets, and does the current environment favor TIPS allocations? This study examines these issues, shedding light on TIPS as an asset class, their near-term outlook, and their attractiveness as portfolio diversifiers in the long term.
- Regions: United States
- Authors: Radhika Kamath
- Products: Datastream
- Keywords: bonds, fixed income, interest rates
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European Market Commentary
Healthy Earnings Expected in Q4 2010; Consumers and Energy to Drive Growth- 09-Dec-2010
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions: Europe
- Authors: Amitesh Kumar
- Products: Datastream, ThomsonONE.com Investment Banking
- Keywords: bonds, capital markets, earnings, economics, equities, fixed income, interest rates, M&A
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European Market Commentary
Q3 2010 Earnings Beating Estimates; Nearly Two-Thirds Reporting Above Expectations- 26-Nov-2010
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions: Europe
- Authors: Amitesh Kumar
- Products: Datastream, Thomson ONE Investment Management
- Keywords: bonds, capital markets, earnings, economics, equities, fixed income, M&A, valuation
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European Market Commentary
Consumers Drive European Q3 2010 Earnings; Positive Outlook Extends Into Q4 2010- 12-Nov-2010
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions: Europe
- Authors: Amitesh Kumar
- Products: Datastream, ThomsonONE.com Investment Banking
- Keywords: bonds, capital markets, earnings, economics, equities, fixed income, M&A, valuation
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US Commercial Paper: Out of the Woods?
Analyzing Key Demand and Supply Factors- 08-Nov-2010
The US Commercial paper market did not remain unscathed by the financial/credit crisis. The underlying causes leading to the slump in issuances are not often discussed. In this report, we examine the factors that may have led to the shrinking volumes, and we also look at recent trends to gauge the health of the market and its near-term outlook.
- Regions: United States
- Authors: Radhika Kamath
- Products: Datastream
- Keywords: bonds, fixed income
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MORE REPORTS
budget deficit
- The Rain in Spain Remains on the Plain, Not in the Banks
Despite the Noise, 75% of Spain's Banking System Is Sound - 27-Jan-2011
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- Installing Shock-Absorbers in the Eurozone
The Case for Government-Sponsored Enterprises - 02-Dec-2010
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- Greek Banks: Sovereign Debt Woes Continue
Key Medium-Term Deterrents: Weaker Economy and Risk Aversion - 20-Sep-2010
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capital markets
- European Market Commentary
The Number of Companies Missing Q4 Expectations Is Outpacing Those Beating Expectations - 18-Feb-2011
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- European Market Commentary
Mid-Earnings-Season Presents Mixed Picture; Oil & Gas and Financials Take Center Stage - 04-Feb-2011
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- European Market Commentary
Healthy Earnings Expected in Q4 2010; Consumers and Energy to Drive Growth - 09-Dec-2010
- Download full report

commodities
- Gold and Silver: What a Pair!
Analyzing Gold/Silver Ratio to Identify Pairs Trading Opportunities - 10-Mar-2011
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- Gold: A Commodity Play or Safe Haven?
Analyzing Gold's Performance Versus Other Metals and Gold Equities - 07-Mar-2011
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- Tracking Crack Spreads
Metric Suggests Gains Ahead for Oil Refining Equities - 16-Feb-2011
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currency
- Top Lines May Brighten on Eastern Exposure
Chinese RMB De-Peg: Implications for American and European Companies - 19-Aug-2010
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- European Market Commentary
Consumer Sectors Continue to Beat Estimates, Earnings Jump from Previous Year - 28-May-2010
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- European Market Commentary
Two-Thirds of Companies Beat Analysts’ Estimates; Consumer & Materials Sectors Surge - 14-May-2010
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economics
- Earnings Surprise Forecast
Predicted Surprises for Q3 2011 -- North America - 06-Oct-2011
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employment
equities
- Earnings Surprise Forecast
Predicted Surprises for Q3 2011 -- North America - 06-Oct-2011
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ESG
- China's Rising Resource Consumption
Implications and Opportunities for Utilities - 31-Aug-2010
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fixed income
- European Market Commentary
Basic Materials And Oil & Gas Likely To Drive European Earnings In 2011 - 18-Mar-2011
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- European Market Commentary
European Earnings Estimates Favor Basic Materials and Technology in Q1 2011 - 04-Mar-2011
- Download full report

- European Market Commentary
The Number of Companies Missing Q4 Expectations Is Outpacing Those Beating Expectations - 18-Feb-2011
- Download full report

foreign exchange
- Top Lines May Brighten on Eastern Exposure
Chinese RMB De-Peg: Implications for American and European Companies - 19-Aug-2010
- Download full report

- European Market Commentary
Two-Thirds of Companies Beat Analysts’ Estimates; Consumer & Materials Sectors Surge - 14-May-2010
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- European Market Commentary
Europe Expected to Return to Growth in 2010 - 19-Mar-2010
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fundamentals
- Concentration vs. Diversification
Single- vs. Multi-Line Businesses: Which Sport the Better Bottom Line? - 09-Dec-2010
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GDP
- The Rain in Spain Remains on the Plain, Not in the Banks
Despite the Noise, 75% of Spain's Banking System Is Sound - 27-Jan-2011
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- Germany: Sailing Into Sustainable Growth
Key Survey Shows German H2 2010 Growth Largely on Course - 27-Oct-2010
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- US Top Lines Set to Track Overseas Exposure
Developing Markets: A Key to Revenue Generation - 05-Oct-2010
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gold
- Gold and Silver: What a Pair!
Analyzing Gold/Silver Ratio to Identify Pairs Trading Opportunities - 10-Mar-2011
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- Gold: A Commodity Play or Safe Haven?
Analyzing Gold's Performance Versus Other Metals and Gold Equities - 07-Mar-2011
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interest rates
- European Market Commentary
The Number of Companies Missing Q4 Expectations Is Outpacing Those Beating Expectations - 18-Feb-2011
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- European Market Commentary
Decent Earnings Expected in Q4 2010; Consumers and Energy to Drive Growth - 21-Jan-2011
- Download full report

- Playing Inflation Hedges: US TIPS vs. Other Assets
Analyzing Performance of TIPS, Equities, and Commodities - 28-Dec-2010
- Download full report

M&A
- European Market Commentary
Basic Materials And Oil & Gas Likely To Drive European Earnings In 2011 - 18-Mar-2011
- Download full report

- European Market Commentary
European Earnings Estimates Favor Basic Materials and Technology in Q1 2011 - 04-Mar-2011
- Download full report

- European Market Commentary
The Number of Companies Missing Q4 Expectations Is Outpacing Those Beating Expectations - 18-Feb-2011
- Download full report

oil
- Tracking Crack Spreads
Metric Suggests Gains Ahead for Oil Refining Equities - 16-Feb-2011
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private equity
- European Market Commentary
Q3 2010 Earnings Reports Start on a Mixed Note - 01-Oct-2010
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- European Market Commentary
Europe Expected to Return to Growth in 2010 - 19-Mar-2010
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real_estate
same store sales
- Thomson Reuters Same Store Sales January Review
Luxury and Apparel Retailers Let the Pack - 02-Feb-2012
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- Thomson Reuters Same Store Sales January Preview
Gift Card Redemptions and Clearance Drove Shoppers to the Malls - 31-Jan-2012
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- December Same Store Sales Review
Value Helps Offset Warm-Weather-Related Sales Weakness at Retailers - 05-Jan-2012
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sentiment
- The Rain in Spain Remains on the Plain, Not in the Banks
Despite the Noise, 75% of Spain's Banking System Is Sound - 27-Jan-2011
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