Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … US stock market’s strength masks a sign of weakness …
23rd August 2018
This report is only available as a PDF. Click to download. … Economics still matters more than politics for the S&P 500 …
22nd August 2018
This report is only available as a PDF. Click to download. … Rally in the S&P 500 to go into reverse before long …
21st August 2018
This report is only available as a PDF. Click to download. … Monetary policy prospects to support the dollar until 2019 …
20th August 2018
This report is only available as a PDF. Click to download. … Peak in Italian bond yields probably a long way off …
17th August 2018
This report is only available as a PDF. Click to download. … The future still looks bleak for China’s stock market …
16th August 2018
This report is only available as a PDF. Click to download. … Respite for the Turkish lira doesn’t mean relief for other EMs …
15th August 2018
This report is only available as a PDF. Click to download. … Why is gold so weak given the recent turmoil in Turkey? …
14th August 2018
This report is only available as a PDF. Click to download. … Prospects for EM currencies poor regardless of Turkey’s crisis …
13th August 2018
This report is only available as a PDF. Click to download. … Chaos in Turkey another headwind for EMs and the euro …
10th August 2018
This report is only available as a PDF. Click to download. … Lira and ruble far from the only vulnerable EM currencies …
9th August 2018
This report is only available as a PDF. Click to download. … Calm in the US stock market not likely to last …
8th August 2018
This report is only available as a PDF. Click to download. … Slide in the renminbi may not go much further …
7th August 2018
This report is only available as a PDF. Click to download. … Fears of a no-deal Brexit continue to weigh on sterling …
6th August 2018
This report is only available as a PDF. Click to download. … Dollar strength likely to last into next year …
3rd August 2018
This report is only available as a PDF. Click to download. … Monetary policy to support sterling despite post-rate-hike dip …
2nd August 2018
This report is only available as a PDF. Click to download. … Near-term pick-up in Treasury yields may prove fleeting …
1st August 2018
This report is only available as a PDF. Click to download. … US IT sector not likely to stay out of the firing line for long …
31st July 2018
This report is only available as a PDF. Click to download. … BoJ’s influence on global bond markets still small …
30th July 2018
This report is only available as a PDF. Click to download. … Healthy US economy should support the dollar until next year …
27th July 2018
This report is only available as a PDF. Click to download. … Market relief from trade tensions not likely to last …
26th July 2018
This report is only available as a PDF. Click to download. … Lat Am equities shrug off China worries, but still vulnerable …
25th July 2018
This report is only available as a PDF. Click to download. … China’s government bond yields likely to fall despite fiscal boost …
24th July 2018
This report is only available as a PDF. Click to download. … Yen likely to strengthen again even if BoJ keeps policy ultra-loose …
23rd July 2018
This report is only available as a PDF. Click to download. … Latest Trump tariff threats compound rising risks to equities …
20th July 2018
This report is only available as a PDF. Click to download. … Tighter Fed policy a growing threat to the US stock market …
19th July 2018
This report is only available as a PDF. Click to download. … Distorted US yield curve still a warning sign for the economy …
18th July 2018
This report is only available as a PDF. Click to download. … Oil prices likely to fall further, keeping the heat on equity markets …
17th July 2018
This report is only available as a PDF. Click to download. … China’s economy a threat to EM equities even if trade fears fade …
16th July 2018
This report is only available as a PDF. Click to download. … Strong US stock market and dollar unlikely to remain bedfellows …
13th July 2018
This report is only available as a PDF. Click to download. … Peak in Treasury yields probably not a long way off …
12th July 2018
This report is only available as a PDF. Click to download. … Next step in trade war likely to hit S&P 500 much harder …
11th July 2018
This report is only available as a PDF. Click to download. … Sterling stabilises; investors still counting on a “soft” Brexit …
10th July 2018
This report is only available as a PDF. Click to download. … Brexit resignations could heap more pressure on sterling …
9th July 2018
This report is only available as a PDF. Click to download. … Rally in Treasuries is unlikely to continue …
6th July 2018
This report is only available as a PDF. Click to download. … Will rising trade tensions hit Emerging Asian currencies hardest? …
5th July 2018
This report is only available as a PDF. Click to download. … Will equities in Emerging Asia remain in the firing line? …
4th July 2018
This report is only available as a PDF. Click to download. … How big a deal is China for the US stock market? …
3rd July 2018
This report is only available as a PDF. Click to download. … Will the dollar’s strength last? …
2nd July 2018
This report is only available as a PDF. Click to download. … Twin rally in euro-zone equities and currency unlikely to last …
29th June 2018
This report is only available as a PDF. Click to download. … Spill-over from Chinese markets will probably remain contained …
28th June 2018
This report is only available as a PDF. Click to download. … Have Treasury yields peaked? …
27th June 2018
This report is only available as a PDF. Click to download. … Will growing protectionism keep rattling equity markets? …
26th June 2018
This report is only available as a PDF. Click to download. … The FAANGs are not immune to rising trade tensions …
25th June 2018
This report is only available as a PDF. Click to download. … Higher OPEC output to weigh on oil prices later this year …
22nd June 2018
This report is only available as a PDF. Click to download. … Is there more pain to come for EM currencies? …
21st June 2018
This report is only available as a PDF. Click to download. … What next for sterling? …
20th June 2018
This report is only available as a PDF. Click to download. … Protectionism adds to existing headwinds for EM equities …
19th June 2018
This report is only available as a PDF. Click to download. … How does the renminbi fit into the China-US trade tensions? …
18th June 2018
This report is only available as a PDF. Click to download. … Recovery in Italian government bonds not likely to last …
15th June 2018
