Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Has Brexit “Armageddon” been avoided? …
22nd August 2016
This report is only available as a PDF. Click to download. … What’s behind the rally in oil prices? …
19th August 2016
This report is only available as a PDF. Click to download. … What’s behind the renewed slide in the US dollar? …
18th August 2016
This report is only available as a PDF. Click to download. … Is the yen finally topping out? …
17th August 2016
This report is only available as a PDF. Click to download. … Are rising foreign hedging costs a threat to US Treasuries? …
16th August 2016
This report is only available as a PDF. Click to download. … Will political tensions halt the outperformance of Russian bonds? …
15th August 2016
This report is only available as a PDF. Click to download. … Is China’s credit cycle starting to turn? …
12th August 2016
This report is only available as a PDF. Click to download. … UK government bond yields set to remain low …
11th August 2016
This report is only available as a PDF. Click to download. … What’s behind the jump in US LIBOR? …
10th August 2016
This report is only available as a PDF. Click to download. … Sterling set for further (welcome) declines …
9th August 2016
This report is only available as a PDF. Click to download. … Is the rally in Brazil’s currency the real deal? …
8th August 2016
This report is only available as a PDF. Click to download. … Markets take strong payrolls in their stride …
5th August 2016
This report is only available as a PDF. Click to download. … Would looser global monetary conditions push EMs too far? …
4th August 2016
This report is only available as a PDF. Click to download. … How would additional easing from the BoE affect UK markets? …
3rd August 2016
This report is only available as a PDF. Click to download. … Will monetary policy drive the Aussie dollar lower? …
2nd August 2016
This report is only available as a PDF. Click to download. … What is behind the latest gains in EM equities? …
1st August 2016
This report is only available as a PDF. Click to download. … Yen still likely to fall back, even if the BoJ is not bold …
29th July 2016
This report is only available as a PDF. Click to download. … Will the US stock market continue to weather a stronger dollar? …
28th July 2016
This report is only available as a PDF. Click to download. … US Treasuries, corporate bonds and the search for yield …
27th July 2016
This report is only available as a PDF. Click to download. … Will there be a lasting divergence in UK and US monetary policies? …
26th July 2016
This report is only available as a PDF. Click to download. … Gulf between Fed and BoJ likely to widen and weigh on the yen …
25th July 2016
This report is only available as a PDF. Click to download. … Investors shrug off plunge in UK PMI …
22nd July 2016
This report is only available as a PDF. Click to download. … Will corporate bond spreads stay low? …
21st July 2016
This report is only available as a PDF. Click to download. … ECB likely to ease policy further soon, if not this month …
20th July 2016
This report is only available as a PDF. Click to download. … We expect long-term Treasury yields to continue to climb …
19th July 2016
This report is only available as a PDF. Click to download. … Poor fundamentals likely to ensure that Turkish lira underperforms …
18th July 2016
This report is only available as a PDF. Click to download. … Unspectacular growth in China good enough for EM equities …
15th July 2016
This report is only available as a PDF. Click to download. … How much longer will corporate profits buoy the US stock market? …
14th July 2016
This report is only available as a PDF. Click to download. … UK MPC likely to ease policy despite calm after vote for Brexit …
13th July 2016
This report is only available as a PDF. Click to download. … Yen/dollar heading back to 110 …
12th July 2016
This report is only available as a PDF. Click to download. … A cautionary (but still positive) note on Japanese equities …
11th July 2016
This report is only available as a PDF. Click to download. … Doves rule the roost despite strong US payrolls …
8th July 2016
This report is only available as a PDF. Click to download. … Markets take China’s ‘stealth’ devaluation in their stride Capital …
7th July 2016
This report is only available as a PDF. Click to download. … Sterling likely to fall further (which would be no bad thing) …
5th July 2016
This report is only available as a PDF. Click to download. … Rebound in EM equities set to continue …
4th July 2016
This report is only available as a PDF. Click to download. … Will H2 2016 be as kind to UK financial assets as H1? …
1st July 2016
This report is only available as a PDF. Click to download. … Why the recovery in the markets and what next? …
30th June 2016
This report is only available as a PDF. Click to download. … Brexit shouldn’t be a game-changer for the Fed …
29th June 2016
This report is only available as a PDF. Click to download. … How much of a lift will a weaker currency provide to UK equities? …
28th June 2016
This report is only available as a PDF. Click to download. … How dramatic are recent market moves? …
27th June 2016
This report is only available as a PDF. Click to download. … Will the calm continue after the UK’s vote for a “Brexit”? …
24th June 2016
This report is only available as a PDF. Click to download. … The wait is over – will the UK vote to leave or stay in the EU? …
22nd June 2016
This report is only available as a PDF. Click to download. … Would a “Brexit” lead to a rout in emerging market currencies? …
21st June 2016
This report is only available as a PDF. Click to download. … Fading Brexit fears to return the focus to the Fed, and China …
20th June 2016
This report is only available as a PDF. Click to download. … How will the UK’s vote on EU membership affect the markets? …
17th June 2016
This report is only available as a PDF. Click to download. … Three reasons not to panic over ‘Brexit’ …
16th June 2016
This report is only available as a PDF. Click to download. … Fed inaction unlikely to last long …
15th June 2016
This report is only available as a PDF. Click to download. … How low will global bond yields go? …
14th June 2016
This report is only available as a PDF. Click to download. … Brexit would still be a surprise to markets, despite latest polls …
13th June 2016
This report is only available as a PDF. Click to download. … Are resurfacing global growth fears causing bond market rally? …
10th June 2016
