Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … The global fall-out from a vote for Brexit …
9th June 2016
This report is only available as a PDF. Click to download. … Will the 10-year German Bund yield turn negative? …
8th June 2016
This report is only available as a PDF. Click to download. … Another reason why the US stock market is not hugely overvalued …
7th June 2016
This report is only available as a PDF. Click to download. … EM equities buoyed by soft US Employment Report …
3rd June 2016
This report is only available as a PDF. Click to download. … Fed, Brexit, China – which is the biggest threat to EMs? …
2nd June 2016
This report is only available as a PDF. Click to download. … Which currencies are fundamentally overvalued? …
1st June 2016
This report is only available as a PDF. Click to download. … Should we worry about China’s “A-shares” and the MSCI? …
31st May 2016
This report is only available as a PDF. Click to download. … What explains the contrast in Indian and Brazilian equities? …
27th May 2016
This report is only available as a PDF. Click to download. … Digging deeper into US and European stock market valuations …
26th May 2016
This report is only available as a PDF. Click to download. … How will EM currencies handle the Fed? …
25th May 2016
This report is only available as a PDF. Click to download. … How has the demand for Treasuries changed? …
24th May 2016
This report is only available as a PDF. Click to download. … Will the US dollar continue to recover? …
23rd May 2016
This report is only available as a PDF. Click to download. … How do the valuations of US and euro-zone equities compare? …
20th May 2016
This report is only available as a PDF. Click to download. … Will markets take the resumption of US rate hikes in their stride? …
19th May 2016
This report is only available as a PDF. Click to download. … Will US Treasury yields stay low again, despite Fed tightening? …
18th May 2016
This report is only available as a PDF. Click to download. … Should EMs fear rising US Treasury yields next year? …
17th May 2016
This report is only available as a PDF. Click to download. … Will 2017 be a worse year for US Treasuries than 2016? …
16th May 2016
This report is only available as a PDF. Click to download. … Market turmoil following “Brexit” may be much less than feared …
13th May 2016
This report is only available as a PDF. Click to download. … Will oil continue to outperform? …
12th May 2016
This report is only available as a PDF. Click to download. … Will impeachment in Brazil unleash another big rally? …
11th May 2016
This report is only available as a PDF. Click to download. … On the relative prospects for bonds in the US and elsewhere …
10th May 2016
This report is only available as a PDF. Click to download. … What next for US corporate bonds? …
9th May 2016
This report is only available as a PDF. Click to download. … What to make of April’s US Employment Report? …
6th May 2016
This report is only available as a PDF. Click to download. … The weakness of the Turkish lira is probably far from over …
5th May 2016
This report is only available as a PDF. Click to download. … EM equities: time to call Mayday? …
4th May 2016
This report is only available as a PDF. Click to download. … Will the US dollar’s slide end any time soon? …
3rd May 2016
This report is only available as a PDF. Click to download. … Would further US labour market strength be good for the S&P 500? …
29th April 2016
This report is only available as a PDF. Click to download. … Will EM petro-currencies continue to outperform? …
28th April 2016
This report is only available as a PDF. Click to download. … More to relative equity performance than currency fluctuations …
27th April 2016
This report is only available as a PDF. Click to download. … How will the contrast in Fed and BoJ policies affect the markets? …
26th April 2016
This report is only available as a PDF. Click to download. … China’s credit growth is a concern, but not a crisis …
25th April 2016
This report is only available as a PDF. Click to download. … Are Argentine bonds really that attractive? …
22nd April 2016
This report is only available as a PDF. Click to download. … ECB policy should help to weaken the euro in time …
21st April 2016
This report is only available as a PDF. Click to download. … How will the dollar affect the US stock market? …
20th April 2016
This report is only available as a PDF. Click to download. … What does China’s currency policy imply for the US dollar? …
19th April 2016
This report is only available as a PDF. Click to download. … Why didn’t Brazilian markets rally more? …
18th April 2016
This report is only available as a PDF. Click to download. … What next for Bunds? …
15th April 2016
This report is only available as a PDF. Click to download. … Sterling remains vulnerable …
14th April 2016
This report is only available as a PDF. Click to download. … What next for oil prices? …
13th April 2016
This report is only available as a PDF. Click to download. … Will Brazil continue to outperform? …
12th April 2016
This report is only available as a PDF. Click to download. … What’s behind the dollar’s slide? …
11th April 2016
This report is only available as a PDF. Click to download. … Yen may still be under-valued, but it surely needs to be …
8th April 2016
This report is only available as a PDF. Click to download. … Prospects for monetary policy still point to rebound in dollar …
7th April 2016
This report is only available as a PDF. Click to download. … Too soon to sound the all clear on the renminbi? …
6th April 2016
This report is only available as a PDF. Click to download. … What’s behind the rebound in the yen? …
5th April 2016
This report is only available as a PDF. Click to download. … Too soon to give up on a Doha deal to cap oil output …
4th April 2016
This report is only available as a PDF. Click to download. … Markets start Q2 on a sour note …
1st April 2016
This report is only available as a PDF. Click to download. … Brexit fears still weighing on sterling, despite recent gains …
31st March 2016
This report is only available as a PDF. Click to download. … Commodities may be only lasting winners from Yellen's dovishness …
30th March 2016
This report is only available as a PDF. Click to download. … Reassessment of US rate outlook should drag euro back down …
29th March 2016
