Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Will the Fed be worried by trends in the financial markets? …
13th June 2017
This report is only available as a PDF. Click to download. … What should we make of the slump in the NASDAQ? …
12th June 2017
This report is only available as a PDF. Click to download. … Why have investors shrugged off the UK’s election result? …
9th June 2017
This report is only available as a PDF. Click to download. … Investors are probably right to shrug off change to ECB’s guidance …
8th June 2017
This report is only available as a PDF. Click to download. … Mayday for markets? …
7th June 2017
This report is only available as a PDF. Click to download. … Would a rebound in China’s reserves weigh on Treasury yields? …
6th June 2017
This report is only available as a PDF. Click to download. … May be not – how will markets react if the Conservatives don’t win? …
5th June 2017
This report is only available as a PDF. Click to download. … US Employment Report shouldn’t prevent a June rate hike …
2nd June 2017
This report is only available as a PDF. Click to download. … We still think that the best days for the US stock market are over …
1st June 2017
This report is only available as a PDF. Click to download. … Will euro strength take the shine off euro-zone equities? …
31st May 2017
This report is only available as a PDF. Click to download. … Gilts are still gloomy about Brexit …
30th May 2017
This report is only available as a PDF. Click to download. … Opinion polls rattle the sterling bulls …
26th May 2017
This report is only available as a PDF. Click to download. … Treasuries vulnerable, even if Fed shrinks its balance sheet slowly …
25th May 2017
This report is only available as a PDF. Click to download. … What does Moody’s downgrade mean for Chinese financial markets? …
24th May 2017
This report is only available as a PDF. Click to download. … We have revised up our forecasts for the euro …
23rd May 2017
This report is only available as a PDF. Click to download. … Low volatility doesn’t always herald a collapse in stock prices …
22nd May 2017
This report is only available as a PDF. Click to download. … Real trouble for EM currencies? …
19th May 2017
This report is only available as a PDF. Click to download. … Sell-off in EMs unlikely to turn into a widespread rout …
18th May 2017
This report is only available as a PDF. Click to download. … FTSE’s Brexit rally may be nearing its end …
17th May 2017
This report is only available as a PDF. Click to download. … Will US equities and the dollar continue to diverge? …
16th May 2017
This report is only available as a PDF. Click to download. … Rising oil prices unlikely to derail equities …
15th May 2017
This report is only available as a PDF. Click to download. … Are risky asset prices set to tumble? …
12th May 2017
This report is only available as a PDF. Click to download. … Are investors too relaxed about the outlook for inflation in the US? …
11th May 2017
This report is only available as a PDF. Click to download. … UK monetary policy outlook suggests Gilt yields are set to rise …
10th May 2017
This report is only available as a PDF. Click to download. … Can the Nikkei build on its recent gains? …
9th May 2017
This report is only available as a PDF. Click to download. … Lingering risks limit relief to markets from Macron victory …
8th May 2017
After rallying at the start of 2017, the gold price has fallen back over the past couple of weeks, as some of the geopolitical risks that had lent it support earlier in the year have subsided. A revision of expectations for further monetary tightening in …
5th May 2017
This report is only available as a PDF. Click to download. … Is low volatility a sign of trouble ahead? …
4th May 2017
This report is only available as a PDF. Click to download. … Will sterling’s Brexit premium last? …
3rd May 2017
This report is only available as a PDF. Click to download. … What are the prospects for euro-zone equities? …
2nd May 2017
This report is only available as a PDF. Click to download. … Central bank role reversal could yet support the dollar …
28th April 2017
This report is only available as a PDF. Click to download. … Nothing phenomenal to buoy US equities in Trump’s “new” tax plan …
27th April 2017
This report is only available as a PDF. Click to download. … High tide for US equities and bonds? …
26th April 2017
This report is only available as a PDF. Click to download. … Euro still defying policy expectations, for now …
25th April 2017
This report is only available as a PDF. Click to download. … Rally in French bonds unlikely to last, even if Macron wins in May …
24th April 2017
This report is only available as a PDF. Click to download. … PMIs bolster case for euro-zone and Japanese equities …
21st April 2017
This report is only available as a PDF. Click to download. … What does the French presidential election herald for markets? …
20th April 2017
This report is only available as a PDF. Click to download. … US Treasury rally unlikely to last …
19th April 2017
This report is only available as a PDF. Click to download. … Sterling’s election snap …
18th April 2017
This report is only available as a PDF. Click to download. … Can Trump keep the dollar down? …
13th April 2017
This report is only available as a PDF. Click to download. … Economics will trump geopolitics before long …
12th April 2017
This report is only available as a PDF. Click to download. … Global growth prospects pick up …
11th April 2017
This report is only available as a PDF. Click to download. … Yen rally on borrowed time …
10th April 2017
The Russian ruble weakened on Friday – despite a jump in oil prices which would usually have supported the currency – following a US missile strike in Syria. (See our Emerging Europe Update, “First thoughts on what the US airstrike in Syria means for …
7th April 2017
This report is only available as a PDF. Click to download. … Are Treasuries vulnerable to Fed balance sheet shrinkage? …
6th April 2017
This report is only available as a PDF. Click to download. … Prospect of earlier rate hikes likely to lift gilt yields …
5th April 2017
This report is only available as a PDF. Click to download. … US Treasury yields and the dollar likely to peak next year …
4th April 2017
This report is only available as a PDF. Click to download. … How long will the party last for EM equities? …
3rd April 2017
This report is only available as a PDF. Click to download. … Will the rebound in the dollar continue? …
31st March 2017
This report is only available as a PDF. Click to download. … Patience could be a virtue for investors in EM equities …
30th March 2017
