Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Commodities more likely than sterling to boost UK equities …
14th January 2016
This report is only available as a PDF. Click to download. … Lots of reasons to fear a stock market crash that is unlikely to occur …
13th January 2016
This report is only available as a PDF. Click to download. … Sterling likely to fall further against the dollar, but not the euro …
12th January 2016
This report is only available as a PDF. Click to download. … We doubt the strength of the yen will persist …
11th January 2016
This report is only available as a PDF. Click to download. … Muted reaction to “goldilocks” payrolls …
8th January 2016
This report is only available as a PDF. Click to download. … Oil prices to recover, but $100 shouldn’t be seen again this decade …
7th January 2016
This report is only available as a PDF. Click to download. … Authorities in China back on the defensive …
6th January 2016
This report is only available as a PDF. Click to download. … Should we be alarmed by the rise in US corporate credit spreads? …
5th January 2016
This report is only available as a PDF. Click to download. … Does the latest slide in EM equities set the tone for 2016? …
4th January 2016
This report is only available as a PDF. Click to download. … How will Spain’s election affect its bond market? …
18th December 2015
This report is only available as a PDF. Click to download. … Post-Fed rally a sign of things to come …
17th December 2015
This report is only available as a PDF. Click to download. … Last thoughts ahead of expected Fed lift-off …
16th December 2015
This report is only available as a PDF. Click to download. … First Fed hike shouldn’t be a game-changer (even for gold) …
15th December 2015
This report is only available as a PDF. Click to download. … Where are markets headed next year? …
14th December 2015
This report is only available as a PDF. Click to download. … PBOC buys some more insurance against further dollar strength …
11th December 2015
This report is only available as a PDF. Click to download. … South African markets likely to remain weak …
10th December 2015
This report is only available as a PDF. Click to download. … Broad-based squeeze on margins to weigh on the US stock market …
9th December 2015
This report is only available as a PDF. Click to download. … Will the slump in emerging market equities reverse? …
8th December 2015
This report is only available as a PDF. Click to download. … How will the US corporate bond market handle Fed tightening? …
7th December 2015
This report is only available as a PDF. Click to download. … The outlook for US Treasuries remains poor …
4th December 2015
This report is only available as a PDF. Click to download. … Oil price could jump if OPEC fails to accommodate Indonesia …
3rd December 2015
This report is only available as a PDF. Click to download. … How might markets react to further ECB easing? …
2nd December 2015
This report is only available as a PDF. Click to download. … What next for India’s bond market? …
1st December 2015
This report is only available as a PDF. Click to download. … Is the rally in German Bunds on borrowed time? …
30th November 2015
This report is only available as a PDF. Click to download. … Are low JGB yields here to stay? …
27th November 2015
This report is only available as a PDF. Click to download. … Will a stronger dollar derail the US stock market? …
26th November 2015
This report is only available as a PDF. Click to download. … Euro to fall to parity, and beyond …
25th November 2015
This report is only available as a PDF. Click to download. … What's in store for US high-yield corporate bonds? …
24th November 2015
This report is only available as a PDF. Click to download. … Why China could breathe life back into EM equities …
23rd November 2015
This report is only available as a PDF. Click to download. … Rally in euro-zone equities has further to go …
20th November 2015
This report is only available as a PDF. Click to download. … Fed tightening not the end for EM financial markets …
19th November 2015
This report is only available as a PDF. Click to download. … What are the relative prospects for US equities and bonds? …
18th November 2015
This report is only available as a PDF. Click to download. … What next for the major commodity currencies? …
17th November 2015
This report is only available as a PDF. Click to download. … Oil price set to recover …
16th November 2015
This report is only available as a PDF. Click to download. … Renewed weakness in industrial commodities should be temporary …
13th November 2015
This report is only available as a PDF. Click to download. … Will a savings glut save US Treasuries from tighter Fed policy? …
12th November 2015
This report is only available as a PDF. Click to download. … How vulnerable are euro-zone sovereign bonds to events in Portugal? …
11th November 2015
This report is only available as a PDF. Click to download. … What’s in store for the UK stock market? …
10th November 2015
This report is only available as a PDF. Click to download. … Are markets right to be relaxed about Fed tightening? …
9th November 2015
This report is only available as a PDF. Click to download. … We think Friday’s sell-off in Treasuries has further to go …
6th November 2015
This report is only available as a PDF. Click to download. … Risks to global growth may be shifting to the upside …
5th November 2015
This report is only available as a PDF. Click to download. … We expect euro-zone equities to continue to recover …
4th November 2015
This report is only available as a PDF. Click to download. … EM equities for the long run? …
3rd November 2015
This report is only available as a PDF. Click to download. … Five positives for commodities from China …
2nd November 2015
This report is only available as a PDF. Click to download. … Dollar to climb further against euro and yen …
30th October 2015
This report is only available as a PDF. Click to download. … Return of foreign investors to buoy EM markets …
29th October 2015
This report is only available as a PDF. Click to download. … Global easing bias remains, despite prospect of Fed tightening …
28th October 2015
This report is only available as a PDF. Click to download. … Why commodity investors need not fear the Fed …
27th October 2015
This report is only available as a PDF. Click to download. … Outperformance of EM equities set to continue …
26th October 2015
This report is only available as a PDF. Click to download. … Rebound in the New Zealand dollar likely to prove short-lived …
23rd October 2015