Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Should EM investors fear the scaling back of QE? …
22nd August 2017
This report is only available as a PDF. Click to download. … Germany’s stock market unlikely to keep on falling …
21st August 2017
This report is only available as a PDF. Click to download. … Respite for S&P 500 unlikely to be a lull in a storm …
18th August 2017
This report is only available as a PDF. Click to download. … Renewed Chinese buying unlikely to keep Treasury yields down …
17th August 2017
This report is only available as a PDF. Click to download. … Will globally-focused US firms’ shares continue to outperform? …
16th August 2017
This report is only available as a PDF. Click to download. … Investors still hungry for EM dollar bonds …
15th August 2017
This report is only available as a PDF. Click to download. … What should we make of the rebound in US credit spreads? …
14th August 2017
This report is only available as a PDF. Click to download. … Will low inflation continue to support US bonds and equities? …
11th August 2017
This report is only available as a PDF. Click to download. … Will the surge in EM Asian equities soon be over? …
10th August 2017
This report is only available as a PDF. Click to download. … How big a deal is US-North Korea sabre-rattling for markets? …
9th August 2017
This report is only available as a PDF. Click to download. … Is another crisis coming, a decade after the last one began? …
8th August 2017
This report is only available as a PDF. Click to download. … Will low inflation keep US Treasury yields anchored? …
7th August 2017
This report is only available as a PDF. Click to download. … Dollar unlikely to recoup a lot more lost ground …
4th August 2017
This report is only available as a PDF. Click to download. … Are high asset valuations here to stay? …
3rd August 2017
This report is only available as a PDF. Click to download. … Outlook for UK monetary policy points to higher Gilt yields …
2nd August 2017
This report is only available as a PDF. Click to download. … Can the euro hold on to its gains? …
1st August 2017
This report is only available as a PDF. Click to download. … When will the rout in the dollar end? …
31st July 2017
This report is only available as a PDF. Click to download. … Technology sector sell-off little cause for alarm …
28th July 2017
This report is only available as a PDF. Click to download. … Policy outlook bodes well for EM local currency bonds …
27th July 2017
This report is only available as a PDF. Click to download. … Will the Fed give the dollar a lift? …
26th July 2017
This report is only available as a PDF. Click to download. … What next for EM equities and sovereign bonds? …
25th July 2017
This report is only available as a PDF. Click to download. … Healthy global growth to continue supporting equities for now …
24th July 2017
This report is only available as a PDF. Click to download. … What accounts for the euro’s latest surge? …
21st July 2017
This report is only available as a PDF. Click to download. … Will the ECB baulk at euro’s continued rise? …
20th July 2017
This report is only available as a PDF. Click to download. … Tweaking our forecasts for the Fed, Treasuries and the dollar …
19th July 2017
This report is only available as a PDF. Click to download. … Will EM equity markets continue to soar? …
18th July 2017
This report is only available as a PDF. Click to download. … Calm in EM equity markets doesn’t mean a storm must follow …
17th July 2017
This report is only available as a PDF. Click to download. … What next for euro-zone sovereign credit spreads? …
14th July 2017
This report is only available as a PDF. Click to download. … Yen’s rebound is likely to be short-lived …
13th July 2017
This report is only available as a PDF. Click to download. … What next for the loonie? …
12th July 2017
This report is only available as a PDF. Click to download. … Balance sheet policy unlikely to seal Treasuries’ fate …
11th July 2017
This report is only available as a PDF. Click to download. … What is the Fed “model” telling us twenty years on? …
10th July 2017
This report is only available as a PDF. Click to download. … Is there actually a bubble in government bonds? …
7th July 2017
This report is only available as a PDF. Click to download. … G20 summit unlikely to move the markets …
6th July 2017
This report is only available as a PDF. Click to download. … EM local currency bonds should remain resilient …
5th July 2017
This report is only available as a PDF. Click to download. … Will EM equities continue to set the pace? …
4th July 2017
This report is only available as a PDF. Click to download. … No sign of anxiety about the economy in the credit market …
3rd July 2017
This report is only available as a PDF. Click to download. … How vulnerable are stocks to a sell-off in bonds? …
30th June 2017
This report is only available as a PDF. Click to download. … Is monetary policy bound to support the ailing US dollar? …
29th June 2017
This report is only available as a PDF. Click to download. … Is the US dollar likely to rebound? …
28th June 2017
This report is only available as a PDF. Click to download. … Strong global growth should underpin financial equities …
27th June 2017
This report is only available as a PDF. Click to download. … Rational exuberance? …
26th June 2017
This report is only available as a PDF. Click to download. … UK FTSE 100 faces at least four obstacles …
23rd June 2017
This report is only available as a PDF. Click to download. … Are Treasuries vulnerable to a rebound in inflation expectations? …
22nd June 2017
This report is only available as a PDF. Click to download. … Why are risky assets proving resilient to lower oil prices? …
21st June 2017
This report is only available as a PDF. Click to download. … What if Chinese A-shares are finally included in the MSCI EM Index? …
20th June 2017
This report is only available as a PDF. Click to download. … How surprising is the combined strength of the Nikkei and yen? …
19th June 2017
This report is only available as a PDF. Click to download. … Why the US stock market is unlikely to come crashing down …
16th June 2017
This report is only available as a PDF. Click to download. … Gilt yields likely to rise (a bit) further …
15th June 2017
This report is only available as a PDF. Click to download. … Interest rate divergence should favour EM local currency bonds …
14th June 2017
