Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … We expect the euro to fall further against the dollar …
22nd October 2015
This report is only available as a PDF. Click to download. … Euro-zone equities to benefit from renewed euro weakness …
21st October 2015
This report is only available as a PDF. Click to download. … Would Fed tightening cause equities to stumble? …
20th October 2015
This report is only available as a PDF. Click to download. … Risks to commodity prices shifting to the upside …
19th October 2015
This report is only available as a PDF. Click to download. … What would more QE from the ECB do for German Bunds? …
16th October 2015
This report is only available as a PDF. Click to download. … Is sterling set for a fall? …
15th October 2015
This report is only available as a PDF. Click to download. … What next for German Bunds? …
14th October 2015
This report is only available as a PDF. Click to download. … Treasuries remain vulnerable to a recalibration of rate expectations …
13th October 2015
This report is only available as a PDF. Click to download. … Oil prices to climb further (even without Syria risks) …
12th October 2015
This report is only available as a PDF. Click to download. … Is this the turn for commodities? …
9th October 2015
This report is only available as a PDF. Click to download. … Does the increase in credit spreads presage an economic slowdown? …
8th October 2015
This report is only available as a PDF. Click to download. … Which currencies are still fundamentally overvalued? …
7th October 2015
This report is only available as a PDF. Click to download. … Why isn’t gold doing even better? …
6th October 2015
This report is only available as a PDF. Click to download. … Japan equities set to benefit from further BoJ easing …
5th October 2015
This report is only available as a PDF. Click to download. … Weak US labour data add to uncertainty in global markets …
2nd October 2015
This report is only available as a PDF. Click to download. … Is China experiencing a hard landing? …
1st October 2015
This report is only available as a PDF. Click to download. … Glencore’s problems may mark trough for commodity prices …
30th September 2015
This report is only available as a PDF. Click to download. … What’s behind the slide in the DAX? …
29th September 2015
This report is only available as a PDF. Click to download. … We doubt the weakness in Japanese equities will last …
28th September 2015
This report is only available as a PDF. Click to download. … Why global markets need not fear the Fed …
25th September 2015
This report is only available as a PDF. Click to download. … What next for euro-zone sovereign credit spreads? …
24th September 2015
This report is only available as a PDF. Click to download. … Which equity markets are most sensitive to China? …
23rd September 2015
This report is only available as a PDF. Click to download. … What next for the Brazilian real? …
22nd September 2015
This report is only available as a PDF. Click to download. … Is the global financial crisis about to enter a third stage? …
21st September 2015
This report is only available as a PDF. Click to download. … Assessing the market fall-out from the Fed’s inaction …
18th September 2015
This report is only available as a PDF. Click to download. … Are the markets braced for tighter US monetary policy? …
17th September 2015
This report is only available as a PDF. Click to download. … Fed tightening and the relative prospects for DM equities …
16th September 2015
This report is only available as a PDF. Click to download. … Don’t believe the CAPE …
15th September 2015
This report is only available as a PDF. Click to download. … First Fed rate hike need not be a seismic shock …
14th September 2015
This report is only available as a PDF. Click to download. … How will markets react to Fed “lift-off”? …
11th September 2015
This report is only available as a PDF. Click to download. … EM foreign currency bond yields likely to rise, but not balloon …
10th September 2015
This report is only available as a PDF. Click to download. … Which EM currencies will suffer in the event of more capital flight? …
9th September 2015
This report is only available as a PDF. Click to download. … Not all commodity currencies are the same …
8th September 2015
This report is only available as a PDF. Click to download. … What next for sterling? …
7th September 2015
This report is only available as a PDF. Click to download. … What to make of the latest US Employment Report? …
4th September 2015
This report is only available as a PDF. Click to download. … Taking stock of the sell-off in EM equities …
3rd September 2015
This report is only available as a PDF. Click to download. … What next for the dollar? …
2nd September 2015
This report is only available as a PDF. Click to download. … Monetary policy has not become impotent …
1st September 2015
This report is only available as a PDF. Click to download. … Industrial commodities ripe for recovery …
28th August 2015
This report is only available as a PDF. Click to download. … How much will the market turmoil influence the Fed’s thinking? …
27th August 2015
This report is only available as a PDF. Click to download. … Drivers of the US stock market are likely to change Capital …
26th August 2015
This report is only available as a PDF. Click to download. … More monetary easing in China restores some calm to the markets …
25th August 2015
This report is only available as a PDF. Click to download. … What to make of the panic in financial markets? …
24th August 2015
This report is only available as a PDF. Click to download. … Has the euro really become a “safe haven”? …
21st August 2015
This report is only available as a PDF. Click to download. … Slump in EM equities seems unlikely to last much longer …
20th August 2015
This report is only available as a PDF. Click to download. … Renewed weakness in the yen should boost equities in Japan …
19th August 2015
This report is only available as a PDF. Click to download. … Re-run of the Asian Financial Crisis looks unlikely …
18th August 2015
This report is only available as a PDF. Click to download. … Why are US corporate credit spreads creeping up? …
17th August 2015
This report is only available as a PDF. Click to download. … What next for the US stock market? …
14th August 2015
This report is only available as a PDF. Click to download. … On the renminbi and the performance of EM markets …
13th August 2015