Capital Daily Bund yields and the euro are likely to fall much further this year 10th April 2019 · 1 min read
Capital Daily Earnings season the first real test for this year’s equity rally 8th April 2019 · 1 min read
Capital Daily Rise in US payrolls does not alter our bullish view of Treasuries 5th April 2019 · 1 min read
Capital Daily Weaker US growth spells trouble for corporate bonds and stocks 3rd April 2019 · 1 min read
Capital Daily Risk appetite, not monetary policy, likely to drive $/€ down 2nd April 2019 · 1 min read
Capital Daily Investors still sitting on the fence, as May’s deal defeated again 29th March 2019 · 1 min read
Capital Daily Yield curve inversion suggests S&P 500 may have peaked already 28th March 2019 · 1 min read
Capital Daily “Distortions” don’t change the yield curve’s gloomy message 27th March 2019 · 1 min read
Capital Daily Bond yields likely to remain low, or fall further this year 25th March 2019 · 1 min read
Capital Daily Euro likely to fall further in 2019, before rebounding in 2020 22nd March 2019 · 1 min read
Capital Daily Investors banking on an unrealistic “soft landing” in the US 21st March 2019 · 1 min read
