Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Could Trump get the dollar down? …
18th January 2017
This report is only available as a PDF. Click to download. … We don’t expect the yen’s resurgence to last …
17th January 2017
This report is only available as a PDF. Click to download. … How sustainable is the recovery in the gold price? …
16th January 2017
This report is only available as a PDF. Click to download. … Is the bear market in Treasuries back on track? …
13th January 2017
This report is only available as a PDF. Click to download. … What next for the FTSE 100? …
12th January 2017
This report is only available as a PDF. Click to download. … Strong US dollar probably only pausing for breath …
11th January 2017
This report is only available as a PDF. Click to download. … How much further has sterling got to fall? …
10th January 2017
This report is only available as a PDF. Click to download. … Will European equities outperform their counterparts in the US? …
9th January 2017
This report is only available as a PDF. Click to download. … Increase in US Treasury yields probably has further to run …
6th January 2017
This report is only available as a PDF. Click to download. … Will renminbi strength last? …
5th January 2017
This report is only available as a PDF. Click to download. … Rally in the Nikkei has further to run …
4th January 2017
This report is only available as a PDF. Click to download. … What is the FTSE telling us about the UK economy? …
3rd January 2017
This report is only available as a PDF. Click to download. … Currency weakness should buoy equities in Japan and Germany …
22nd December 2016
This report is only available as a PDF. Click to download. … Turning even more downbeat on the euro and the yen …
21st December 2016
This report is only available as a PDF. Click to download. … Some key calls for 2017 and beyond …
20th December 2016
This report is only available as a PDF. Click to download. … What to expect from EM equities in 2017 …
19th December 2016
This report is only available as a PDF. Click to download. … Will a weaker yen continue to propel the Nikkei? …
16th December 2016
This report is only available as a PDF. Click to download. … Plenty of reasons to expect US Treasury yields to keep on rising …
15th December 2016
This report is only available as a PDF. Click to download. … Will the Fed rock EM currencies? …
14th December 2016
This report is only available as a PDF. Click to download. … Are we bearish enough on US Treasuries? …
13th December 2016
This report is only available as a PDF. Click to download. … Is the US stock market heading for a re-run of the early 1980s? …
12th December 2016
This report is only available as a PDF. Click to download. … Fed policy still a risk for EMs …
9th December 2016
This report is only available as a PDF. Click to download. … Policy divergence likely to drive the euro down further …
8th December 2016
This report is only available as a PDF. Click to download. … How much will the dollar benefit from a shift in the policy mix? …
7th December 2016
This report is only available as a PDF. Click to download. … Will EM equities remain immune to Italian politics? …
6th December 2016
This report is only available as a PDF. Click to download. … Italian bond market unlikely to enjoy much respite …
5th December 2016
This report is only available as a PDF. Click to download. … US Employment Report doesn’t change the outlook for the Fed …
2nd December 2016
This report is only available as a PDF. Click to download. … Further depreciation of the renminbi unlikely to rock EM markets …
1st December 2016
This report is only available as a PDF. Click to download. … Are equities in commodity-exporting EMs ripe for a rally? …
30th November 2016
This report is only available as a PDF. Click to download. … Will OPEC fall at the final hurdle? …
29th November 2016
This report is only available as a PDF. Click to download. … What next for Italian government bonds? …
28th November 2016
This report is only available as a PDF. Click to download. … Yen on course for 120 against the dollar …
25th November 2016
This report is only available as a PDF. Click to download. … How vulnerable is the US stock market to the strong dollar? …
24th November 2016
This report is only available as a PDF. Click to download. … Further rise in US bond yields unlikely to blow equities off course …
23rd November 2016
This report is only available as a PDF. Click to download. … Trump’s fiscal stimulus won’t be a game-changer for US equities …
22nd November 2016
This report is only available as a PDF. Click to download. … Boost from infrastructure spending may prove a damp squib …
21st November 2016
This report is only available as a PDF. Click to download. … Will markets continue to take Trump in their stride? …
18th November 2016
This report is only available as a PDF. Click to download. … Yellen indicates Fed could raise rates “relatively soon” …
17th November 2016
This report is only available as a PDF. Click to download. … Too soon to give up on gold …
16th November 2016
This report is only available as a PDF. Click to download. … No need to panic over bond sell-off …
15th November 2016
This report is only available as a PDF. Click to download. … Will European bond yields follow US Treasuries higher? …
14th November 2016
This report is only available as a PDF. Click to download. … We expect the sell-off in the US Treasury market to continue …
11th November 2016
This report is only available as a PDF. Click to download. … Is the US stock market banking too much on Trump? …
10th November 2016
This report is only available as a PDF. Click to download. … Why were markets so quick to shrug off Trump’s victory? Capital …
9th November 2016
This report is only available as a PDF. Click to download. … What would a Trump victory mean for the markets? …
8th November 2016
This report is only available as a PDF. Click to download. … Clinton rally or Trump sell-off likely to be short-lived …
7th November 2016
This report is only available as a PDF. Click to download. … What to make of the US dollar’s recent performance …
4th November 2016
This report is only available as a PDF. Click to download. … Sterling’s resurgence unlikely to go much further …
3rd November 2016
This report is only available as a PDF. Click to download. … How would a Trump victory affect US equities? …
2nd November 2016
This report is only available as a PDF. Click to download. … More good news from China largely priced in? …
1st November 2016
