Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Shanghai Discord …
24th March 2016
This report is only available as a PDF. Click to download. … Should we be worried about bubbles? …
23rd March 2016
This report is only available as a PDF. Click to download. … Will the recovery in industrial commodity prices be sustained? …
22nd March 2016
This report is only available as a PDF. Click to download. … Taking stock of the rebound in the S&P 500 …
21st March 2016
This report is only available as a PDF. Click to download. … Is the G20 trying to steer the dollar lower? …
18th March 2016
This report is only available as a PDF. Click to download. … Boost to Treasuries from Fed “dovishness” unlikely to last …
17th March 2016
This report is only available as a PDF. Click to download. … What is the US Treasury market telling the Fed? …
16th March 2016
This report is only available as a PDF. Click to download. … One eye on the Fed, another on the PBOC …
15th March 2016
This report is only available as a PDF. Click to download. … Will the 10-year JGB yield become much more negative? …
14th March 2016
This report is only available as a PDF. Click to download. … Will a strong dollar continue to weigh on the US stock market? …
11th March 2016
This report is only available as a PDF. Click to download. … Look to the Fed, not the ECB, to drive the euro a lot lower …
10th March 2016
This report is only available as a PDF. Click to download. … Will the ECB meet expectations? …
9th March 2016
This report is only available as a PDF. Click to download. … On the recoveries in industrial commodities: better early than never? …
8th March 2016
This report is only available as a PDF. Click to download. … What are the risks of another snap sell-off in German Bunds? …
7th March 2016
This report is only available as a PDF. Click to download. … What to make of February’s US Employment Report? …
4th March 2016
This report is only available as a PDF. Click to download. … What are TIPS telling us? …
3rd March 2016
This report is only available as a PDF. Click to download. … EM equities marching on …
2nd March 2016
This report is only available as a PDF. Click to download. … Comparing US and euro-zone inflation expectations …
1st March 2016
This report is only available as a PDF. Click to download. … Vote for Brexit unlikely to derail global recovery …
29th February 2016
This report is only available as a PDF. Click to download. … Would a Brexit be a White Thursday for the UK stock market? …
26th February 2016
This report is only available as a PDF. Click to download. … What might explain fading fears about China? …
25th February 2016
This report is only available as a PDF. Click to download. … What does the future hold for sterling? …
24th February 2016
This report is only available as a PDF. Click to download. … Has the tide turned for emerging market equities? …
23rd February 2016
This report is only available as a PDF. Click to download. … Brexit or no Brexit, sterling likely to remain under pressure …
22nd February 2016
This report is only available as a PDF. Click to download. … Did the US stock market send a false signal again? …
19th February 2016
This report is only available as a PDF. Click to download. … Will the outcome of the EU Summit give sterling a lasting boost? …
18th February 2016
This report is only available as a PDF. Click to download. … Will the turnaround in EM equities last? …
17th February 2016
This report is only available as a PDF. Click to download. … Output freeze not enough to provide lasting boost to oil prices …
16th February 2016
This report is only available as a PDF. Click to download. … What next for the renminbi? …
15th February 2016
This report is only available as a PDF. Click to download. … Equities had detached from economic reality …
12th February 2016
This report is only available as a PDF. Click to download. … Currency volatility unlikely to trigger a coordinated policy response …
11th February 2016
This report is only available as a PDF. Click to download. … Is the yen likely to rebound even further? …
10th February 2016
This report is only available as a PDF. Click to download. … We still expect the US stock market to recover …
9th February 2016
This report is only available as a PDF. Click to download. … Is emerging market debt the ‘third leg’ of the Global Financial Crisis? …
8th February 2016
This report is only available as a PDF. Click to download. … We still expect Treasury yields to climb, though not as far …
5th February 2016
This report is only available as a PDF. Click to download. … We think Bund yields are likely to drift up, despite more ECB easing …
4th February 2016
This report is only available as a PDF. Click to download. … Are EM equities really pointing to economic meltdown? …
3rd February 2016
This report is only available as a PDF. Click to download. … Long-term JGB yields – how low will they go? …
2nd February 2016
This report is only available as a PDF. Click to download. … Relief rally for some commodity currencies likely to be short-lived …
1st February 2016
This report is only available as a PDF. Click to download. … The market implications of negative interest rates in Japan …
29th January 2016
This report is only available as a PDF. Click to download. … Will Russia and OPEC really do a deal to boost oil prices? …
28th January 2016
This report is only available as a PDF. Click to download. … Will euro-zone equities continue to underperform? …
27th January 2016
This report is only available as a PDF. Click to download. … Are lower oil prices good or bad? …
26th January 2016
This report is only available as a PDF. Click to download. … Panic over China looks increasingly overdone …
25th January 2016
This report is only available as a PDF. Click to download. … Too soon to sound the all clear? …
22nd January 2016
This report is only available as a PDF. Click to download. … What next for the major currencies? …
21st January 2016
This report is only available as a PDF. Click to download. … Are the markets ignoring the economics? …
20th January 2016
This report is only available as a PDF. Click to download. … Will sovereign wealth funds heap more misery on the markets? …
19th January 2016
This report is only available as a PDF. Click to download. … How slowly is China’s economy growing? …
18th January 2016
This report is only available as a PDF. Click to download. … Are 10-year US Treasury yields heading back below 2%? …
15th January 2016
