Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Accommodative BoJ likely to keep JGB yields low …
23rd January 2019
This report is only available as a PDF. Click to download. … Investors’ worries about global growth likely to get worse …
22nd January 2019
This report is only available as a PDF. Click to download. … Gauging the near-term outlook for sterling …
21st January 2019
This report is only available as a PDF. Click to download. … Outlook for Chinese equities poor despite trade war optimism …
18th January 2019
This report is only available as a PDF. Click to download. … Investors still seem too optimistic about S&P 500 earnings …
17th January 2019
This report is only available as a PDF. Click to download. … Still more upside risk for sterling …
16th January 2019
This report is only available as a PDF. Click to download. … Sterling scenarios in tonight’s crucial Brexit vote …
15th January 2019
This report is only available as a PDF. Click to download. … Reaction to China trade data may provide a template for 2019 …
14th January 2019
This report is only available as a PDF. Click to download. … Brexit risks to sterling are skewed to the upside …
11th January 2019
This report is only available as a PDF. Click to download. … Bund yields likely to remain low as euro-zone economy slows …
10th January 2019
This report is only available as a PDF. Click to download. … A trade deal probably wouldn’t give equities long-lasting relief …
9th January 2019
This report is only available as a PDF. Click to download. … Safe-haven assets likely to remain in demand in 2019 …
8th January 2019
This report is only available as a PDF. Click to download. … Why this isn’t likely to be a 2016 re-run for equity markets …
7th January 2019
This report is only available as a PDF. Click to download. … US employment report suggests that tightening cycle is not over …
4th January 2019
This report is only available as a PDF. Click to download. … Downside risks to the dollar appear to be fading …
3rd January 2019
This report is only available as a PDF. Click to download. … Renminbi’s resilience not likely to last …
2nd January 2019
This report is only available as a PDF. Click to download. … What to make of the rise in UK inflation compensation …
20th December 2018
This report is only available as a PDF. Click to download. … “Dovish” Fed hike not likely to turn the tide for the S&P 500 …
19th December 2018
This report is only available as a PDF. Click to download. … Weakness of US equities unlikely to be reversed next year …
18th December 2018
This report is only available as a PDF. Click to download. … Making sense of the jump in the USD 3m LIBOR-OIS spread …
17th December 2018
This report is only available as a PDF. Click to download. … EM equities unlikely to turn the corner soon …
14th December 2018
This report is only available as a PDF. Click to download. … Loose monetary policy shouldn’t hold European currencies back …
13th December 2018
This report is only available as a PDF. Click to download. … Inflation prospects suggest that Treasuries will continue rallying …
12th December 2018
This report is only available as a PDF. Click to download. … Further fall in Treasury yields unlikely to shore up EM currencies …
11th December 2018
This report is only available as a PDF. Click to download. … Sterling’s slump won’t necessarily deepen …
10th December 2018
This report is only available as a PDF. Click to download. … Fed still on track for a December rate hike …
7th December 2018
This report is only available as a PDF. Click to download. … Flattening yield curve a worry, despite possible distortions …
6th December 2018
This report is only available as a PDF. Click to download. … US financials likely to remain under pressure …
5th December 2018
This report is only available as a PDF. Click to download. … Inverted yield curve a warning sign for the S&P 500 …
4th December 2018
This report is only available as a PDF. Click to download. … Hit to the dollar from trade optimism likely to fade …
3rd December 2018
This report is only available as a PDF. Click to download. … Bund yields likely to rebound, even if Treasury yields fall further …
30th November 2018
This report is only available as a PDF. Click to download. … We still expect Treasury yields to fall even further next year …
29th November 2018
This report is only available as a PDF. Click to download. … Outperformance of Chinese equities likely to prove fleeting …
28th November 2018
This report is only available as a PDF. Click to download. … Treasury yields likely to fall much further in 2019 …
27th November 2018
This report is only available as a PDF. Click to download. … Outlook for EM equities poor, but not because of oil prices …
26th November 2018
This report is only available as a PDF. Click to download. … Any relief from a possible Trump-Xi deal is unlikely to last long …
23rd November 2018
This report is only available as a PDF. Click to download. … More broad-based EM currency weakness on the cards …
22nd November 2018
This report is only available as a PDF. Click to download. … Cyclical stocks will probably keep living up to their name …
21st November 2018
This report is only available as a PDF. Click to download. … More trouble on the way for the beleaguered IT sector …
20th November 2018
This report is only available as a PDF. Click to download. … Treasury rally is probably a sign of things to come in 2019 …
19th November 2018
This report is only available as a PDF. Click to download. … A Brexit blueprint for UK equities …
16th November 2018
This report is only available as a PDF. Click to download. … Trying to make sense of another day of Brexit chaos …
15th November 2018
This report is only available as a PDF. Click to download. … Oil price unlikely to be a key driver of financial assets in 2019 …
14th November 2018
This report is only available as a PDF. Click to download. … Euro likely to recover in 2019, despite Italy’s problems …
13th November 2018
This report is only available as a PDF. Click to download. … Rebound in sterling still most likely next year …
12th November 2018
This report is only available as a PDF. Click to download. … What to make of another bleak week for EM equities …
9th November 2018
This report is only available as a PDF. Click to download. … Fed, not Congress, setting the agenda for Treasuries …
8th November 2018
This report is only available as a PDF. Click to download. … Post-US election rebound in European equities unlikely to last …
7th November 2018
This report is only available as a PDF. Click to download. … What if the prediction markets are wrong about the US midterms? …
6th November 2018
This report is only available as a PDF. Click to download. … Shareholders’ concerns about higher Treasury yields make sense …
5th November 2018
