Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Which equity markets are most exposed to more protectionism? …
3rd April 2018
This report is only available as a PDF. Click to download. … The economy could be another headwind for the IT sector …
29th March 2018
This report is only available as a PDF. Click to download. … Is the IT sector’s time in the sun over? …
28th March 2018
This report is only available as a PDF. Click to download. … Renminbi probably set for short-term pain, but long-term gain …
27th March 2018
This report is only available as a PDF. Click to download. … Will Treasuries continue to ignore protectionism? …
26th March 2018
This report is only available as a PDF. Click to download. … Market implications of more protectionism …
23rd March 2018
This report is only available as a PDF. Click to download. … Prospects for equities poor regardless of the outlook for trade …
22nd March 2018
This report is only available as a PDF. Click to download. … How might Treasuries be affected by the FOMC meeting? …
21st March 2018
This report is only available as a PDF. Click to download. … Little respite likely for the beleaguered FTSE 100 …
20th March 2018
This report is only available as a PDF. Click to download. … Do rising corporate credit spreads signal trouble ahead? …
19th March 2018
This report is only available as a PDF. Click to download. … We doubt that the recent recovery in Treasuries will last …
16th March 2018
This report is only available as a PDF. Click to download. … What is the rise in the LIBOR-OIS spread really telling us? …
15th March 2018
This report is only available as a PDF. Click to download. … US equities not grossly overvalued, but still vulnerable …
14th March 2018
This report is only available as a PDF. Click to download. … Treasuries still vulnerable to rising inflation …
13th March 2018
This report is only available as a PDF. Click to download. … When will tighter Fed policy undermine the US stock market? …
12th March 2018
This report is only available as a PDF. Click to download. … Taking stock of the bull market on its ninth birthday …
9th March 2018
This report is only available as a PDF. Click to download. … Monetary policy unlikely to do much for the dollar …
8th March 2018
This report is only available as a PDF. Click to download. … Korean détente would probably provide little relief for markets …
7th March 2018
This report is only available as a PDF. Click to download. … Dollar in retreat as fears of global trade war abate …
6th March 2018
This report is only available as a PDF. Click to download. … Would the US dollar be a casualty in a trade war? …
5th March 2018
This report is only available as a PDF. Click to download. … Italian bond spreads could rise after the election …
2nd March 2018
This report is only available as a PDF. Click to download. … Have we seen the last of IT-driven gains in EM equities? …
1st March 2018
This report is only available as a PDF. Click to download. … Surge in Brazil’s stock market looks unsustainable …
28th February 2018
This report is only available as a PDF. Click to download. … Looser fiscal policy means Treasury yields have further to rise …
27th February 2018
This report is only available as a PDF. Click to download. … Rebound in EM currencies not likely to be sustained …
26th February 2018
This report is only available as a PDF. Click to download. … Treasuries are vulnerable to more than just Fed policy …
23rd February 2018
This report is only available as a PDF. Click to download. … The outlook for EM local currency bonds remains mixed …
22nd February 2018
This report is only available as a PDF. Click to download. … Relief rally in US equities will probably falter again soon …
21st February 2018
This report is only available as a PDF. Click to download. … How vulnerable is the dollar to a growing US twin deficit? …
20th February 2018
This report is only available as a PDF. Click to download. … Japan’s stock market unable to shrug off a strong yen …
19th February 2018
This report is only available as a PDF. Click to download. … Are EM local currency bond yields about to rise? …
16th February 2018
This report is only available as a PDF. Click to download. … Would more market turmoil lift the dollar against other majors? …
15th February 2018
This report is only available as a PDF. Click to download. … Any respite for the US stock market likely to be short-lived …
14th February 2018
This report is only available as a PDF. Click to download. … More rate rises than investors expect to drive Gilt yields higher …
13th February 2018
This report is only available as a PDF. Click to download. … Valuations of US equities still look high after correction …
12th February 2018
This report is only available as a PDF. Click to download. … Will even looser fiscal policy really be good for US equities? …
9th February 2018
This report is only available as a PDF. Click to download. … Revising our view of the dollar …
8th February 2018
This report is only available as a PDF. Click to download. … Is the worst now over? …
7th February 2018
This report is only available as a PDF. Click to download. … From complacency to gloom? …
6th February 2018
This report is only available as a PDF. Click to download. … Is a Powell “put” coming? …
5th February 2018
This report is only available as a PDF. Click to download. … Will the US yield curve continue to steepen? …
2nd February 2018
This report is only available as a PDF. Click to download. … Have US Treasuries now factored in enough Fed tightening? …
1st February 2018
This report is only available as a PDF. Click to download. … Will the surge in the renminbi continue? …
31st January 2018
This report is only available as a PDF. Click to download. … Are overvalued equities starting to lose their appeal? …
30th January 2018
This report is only available as a PDF. Click to download. … Flying start to the year for EM equities unlikely to last …
29th January 2018
This report is only available as a PDF. Click to download. … Will the Fed spoil the party? …
26th January 2018
This report is only available as a PDF. Click to download. … Is the only way up for the euro? …
25th January 2018
This report is only available as a PDF. Click to download. … Could irrational exuberance propel the S&P 500 towards 5,000? …
24th January 2018
This report is only available as a PDF. Click to download. … What effect is Trump’s repatriation tax having on the markets? …
23rd January 2018
This report is only available as a PDF. Click to download. … Trying, in vain, to rationalise the decline in the dollar …
22nd January 2018
