Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Waning appetite for risk likely to weigh on the euro in 2019 …
18th June 2019
This report is only available as a PDF. Click to download. … What to make of the plunge in Treasury inflation compensation …
17th June 2019
This report is only available as a PDF. Click to download. … Inflation compensation can fall further even if oil stabilises …
14th June 2019
This report is only available as a PDF. Click to download. … Protests far from the biggest threat to HK equities …
13th June 2019
This report is only available as a PDF. Click to download. … Bund yields likely to stay low for longer than in 2016 …
12th June 2019
This report is only available as a PDF. Click to download. … Real yields likely to rebound in the UK, pushing Gilt yields up …
11th June 2019
This report is only available as a PDF. Click to download. … Don’t misread the increase in China’s fx reserves …
10th June 2019
This report is only available as a PDF. Click to download. … Prospect of US rate cuts unlikely to keep S&P 500 rally going …
7th June 2019
This report is only available as a PDF. Click to download. … Monetary policy unlikely to push Bund yields further down …
6th June 2019
This report is only available as a PDF. Click to download. … Rate expectations shouldn’t undermine the dollar …
5th June 2019
This report is only available as a PDF. Click to download. … Gold has not lost its lustre after all …
4th June 2019
This report is only available as a PDF. Click to download. … US stock market still an accident waiting to happen …
3rd June 2019
This report is only available as a PDF. Click to download. … DAX, FTSE MIB and Nikkei most exposed to auto tariffs …
31st May 2019
This report is only available as a PDF. Click to download. … More upside for government bonds in Canada than elsewhere …
30th May 2019
This report is only available as a PDF. Click to download. … Reassessing the rally in Treasuries …
29th May 2019
This report is only available as a PDF. Click to download. … What to make of the market reaction to the EU elections …
28th May 2019
This report is only available as a PDF. Click to download. … Safe-haven flows, more than politics, likely to weigh on the euro …
24th May 2019
This report is only available as a PDF. Click to download. … Gold likely to regain its lustre before the year is out …
23rd May 2019
This report is only available as a PDF. Click to download. … The US/China trade war doesn’t pose a big risk to Treasuries …
22nd May 2019
This report is only available as a PDF. Click to download. … Sterling still at the mercy of Brexit developments …
21st May 2019
This report is only available as a PDF. Click to download. … Equities in India may continue to outperform those in Asia …
20th May 2019
This report is only available as a PDF. Click to download. … Aussie dollar may fall further, particularly against the yen …
17th May 2019
This report is only available as a PDF. Click to download. … Bund yields likely to stay negative for much longer than in 2016 …
16th May 2019
This report is only available as a PDF. Click to download. … BTPs likely to continue underperforming other peripheral bonds …
15th May 2019
This report is only available as a PDF. Click to download. … Renminbi still a casualty, not a weapon, in trade war …
14th May 2019
This report is only available as a PDF. Click to download. … Renewed curve inversion suggests slide in S&P 500 is not over …
13th May 2019
This report is only available as a PDF. Click to download. … Post-tariff bounce in China’s stock markets unlikely to last …
10th May 2019
This report is only available as a PDF. Click to download. … Safe havens likely to remain in demand regardless of trade deal …
9th May 2019
This report is only available as a PDF. Click to download. … Outperformance of US equities may be coming to an end …
8th May 2019
This report is only available as a PDF. Click to download. … US economy a bigger risk than renewed trade conflict to S&P 500 …
7th May 2019
This report is only available as a PDF. Click to download. … Fed still likely to cut rates this year, pushing Treasury yields down …
3rd May 2019
This report is only available as a PDF. Click to download. … Powell’s inflation talk doesn’t alter our bullish view of Treasuries …
2nd May 2019
This report is only available as a PDF. Click to download. … Dovish Fed unlikely to sustain S&P 500 rally …
1st May 2019
This report is only available as a PDF. Click to download. … Investors still banking on an unlikely revival in China’s economy …
30th April 2019
This report is only available as a PDF. Click to download. … Politics will soon take the centre stage in European bond markets …
29th April 2019
This report is only available as a PDF. Click to download. … Dollar’s rise likely to continue, even if US GDP growth slips back …
26th April 2019
This report is only available as a PDF. Click to download. … Monetary policy may not be the key driver of DM currencies …
25th April 2019
This report is only available as a PDF. Click to download. … Economic outlook suggests US stock market will falter again …
24th April 2019
This report is only available as a PDF. Click to download. … Oil prices unlikely to keep pushing bond yields up …
23rd April 2019
This report is only available as a PDF. Click to download. … Underperformance of German and Japanese equities may not last …
18th April 2019
This report is only available as a PDF. Click to download. … Chinese equities likely to fare badly, even if economy stabilises …
17th April 2019
This report is only available as a PDF. Click to download. … Italy verging towards becoming as risky as Greece …
16th April 2019
This report is only available as a PDF. Click to download. … Investors still seem too optimistic about reform in Brazil …
15th April 2019
This report is only available as a PDF. Click to download. … Hopes for a rebound in China likely to be disappointed …
12th April 2019
This report is only available as a PDF. Click to download. … Second Brexit delay keeps sterling in limbo …
11th April 2019
This report is only available as a PDF. Click to download. … Bund yields and the euro are likely to fall much further this year …
10th April 2019
This report is only available as a PDF. Click to download. … Tougher times ahead for EM currencies …
9th April 2019
This report is only available as a PDF. Click to download. … Earnings season the first real test for this year’s equity rally …
8th April 2019
This report is only available as a PDF. Click to download. … Rise in US payrolls does not alter our bullish view of Treasuries …
5th April 2019
This report is only available as a PDF. Click to download. … More scope for disappointment than delight on trade …
4th April 2019
