Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Are Treasuries partly suffering from waning foreign demand? …
19th January 2018
This report is only available as a PDF. Click to download. … Is China’s economy a threat to global stock markets? …
18th January 2018
This report is only available as a PDF. Click to download. … Is investors’ growing optimism on equities misplaced? …
17th January 2018
This report is only available as a PDF. Click to download. … Good times may soon be over for EM dollar bonds …
16th January 2018
This report is only available as a PDF. Click to download. … Is the good news on US corporate earnings fully discounted? …
15th January 2018
This report is only available as a PDF. Click to download. … Could the IT sector spoil the party in equity markets? …
12th January 2018
This report is only available as a PDF. Click to download. … Rally in EM equities likely to run out of steam this year …
11th January 2018
This report is only available as a PDF. Click to download. … Do Treasury yields really have a lot further to rise? …
10th January 2018
This report is only available as a PDF. Click to download. … Decline in credit spreads not likely to last a lot longer …
9th January 2018
This report is only available as a PDF. Click to download. … Is there any life left in the US dollar? …
8th January 2018
This report is only available as a PDF. Click to download. … Will this late-cycle surge in US equity prices continue? …
5th January 2018
This report is only available as a PDF. Click to download. … Global composite PMI underlines boost from growth to equities …
4th January 2018
This report is only available as a PDF. Click to download. … Euro unlikely to remain on the front foot for long …
3rd January 2018
This report is only available as a PDF. Click to download. … Good news from China for EM equities unlikely to last …
2nd January 2018
This report is only available as a PDF. Click to download. … 2018 unlikely to be another barnstorming year for risky assets …
21st December 2017
This report is only available as a PDF. Click to download. … Is the outperformance of EM equities over? …
20th December 2017
This report is only available as a PDF. Click to download. … Another conundrum in the Treasury market …
19th December 2017
This report is only available as a PDF. Click to download. … Is there a bubble in the US stock market now? …
18th December 2017
This report is only available as a PDF. Click to download. … What to expect from emerging markets in 2018 …
15th December 2017
This report is only available as a PDF. Click to download. … Monetary policy hasn’t lost its capacity to surprise …
14th December 2017
This report is only available as a PDF. Click to download. … Does monetary policy still matter for euro/sterling? …
13th December 2017
This report is only available as a PDF. Click to download. … Are Treasuries braced for any change to the Fed’s projections? …
12th December 2017
This report is only available as a PDF. Click to download. … Fed policy not the key for EM local currency bonds …
11th December 2017
This report is only available as a PDF. Click to download. … How worrying is the bubble in bitcoin? …
8th December 2017
This report is only available as a PDF. Click to download. … What’s in store for developed markets in 2018? …
7th December 2017
This report is only available as a PDF. Click to download. … How worrying is the recent slide in the MSCI China Index? …
6th December 2017
This report is only available as a PDF. Click to download. … How hard would the collapse of Brexit talks hit sterling? …
5th December 2017
This report is only available as a PDF. Click to download. … Is US tax reform a double-edged sword for EM equities? …
4th December 2017
This report is only available as a PDF. Click to download. … How will OPEC’s decision affect financial markets? …
1st December 2017
This report is only available as a PDF. Click to download. … What would the fallout be from another slump in IT shares? …
30th November 2017
This report is only available as a PDF. Click to download. … What does the future hold for sterling, Gilts and the FTSE 100? …
29th November 2017
This report is only available as a PDF. Click to download. … Some reasons for optimism on UK banks’ shares …
28th November 2017
This report is only available as a PDF. Click to download. … We find the dollar’s recent slide mystifying …
27th November 2017
This report is only available as a PDF. Click to download. … Would a setback for the US stock market be contagious? …
24th November 2017
This report is only available as a PDF. Click to download. … How long until the next big correction in the US stock market? …
23rd November 2017
This report is only available as a PDF. Click to download. … What is the bond market telling us about the stock market? …
22nd November 2017
This report is only available as a PDF. Click to download. … Is there a bubble in Chinese equities? …
21st November 2017
This report is only available as a PDF. Click to download. … Prospects for Treasuries still look quite bleak …
20th November 2017
This report is only available as a PDF. Click to download. … We expect the rally in the dollar to resume before long …
17th November 2017
This report is only available as a PDF. Click to download. … Tax reform not the be-all and end-all for the S&P 500 …
16th November 2017
This report is only available as a PDF. Click to download. … How worried should we be about “overvalued” equities? …
15th November 2017
This report is only available as a PDF. Click to download. … Will healthy economic growth continue to buoy the euro? …
14th November 2017
This report is only available as a PDF. Click to download. … Is the recent sell-off in the markets a sign of things to come? …
13th November 2017
This report is only available as a PDF. Click to download. … Is the rise in US high-yield credit spreads a worrying sign? …
10th November 2017
This report is only available as a PDF. Click to download. … How are higher oil prices affecting US bonds and equities? …
9th November 2017
This report is only available as a PDF. Click to download. … Will the US stock market fall out of love with Trump? …
8th November 2017
This report is only available as a PDF. Click to download. … Rally in EM equities probably has further to run …
7th November 2017
This report is only available as a PDF. Click to download. … Will Bunds benefit most from the ECB’s reinvestment policy? …
6th November 2017
This report is only available as a PDF. Click to download. … Risky assets likely to withstand tighter-than-expected Fed policy …
3rd November 2017
This report is only available as a PDF. Click to download. … Sterling likely to recover, as BoE proves not so dovish after all …
2nd November 2017
