Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Renminbi unlikely to spark a rout in EM markets …
12th August 2015
This report is only available as a PDF. Click to download. … Renminbi “devaluation” may be a damp squib …
11th August 2015
This report is only available as a PDF. Click to download. … How has the lower oil price affected US credit spreads? …
10th August 2015
This report is only available as a PDF. Click to download. … Solid US jobs report leaves Fed on track for September rate hike …
7th August 2015
This report is only available as a PDF. Click to download. … EM equities set to outperform in 2016-17 …
6th August 2015
This report is only available as a PDF. Click to download. … BoE Governor may steal hawks’ limelight on Super Thursday …
5th August 2015
This report is only available as a PDF. Click to download. … Will petro-currencies continue to fall? …
4th August 2015
This report is only available as a PDF. Click to download. … Recent fall in commodity prices likely to be short-lived …
3rd August 2015
This report is only available as a PDF. Click to download. … Dollar likely to resume appreciation against the euro …
31st July 2015
This report is only available as a PDF. Click to download. … Spike in Brazilian bond yields not on the cards …
30th July 2015
This report is only available as a PDF. Click to download. … Improving US data point to September “lift-off” …
29th July 2015
This report is only available as a PDF. Click to download. … Differentiation of EM currencies to continue …
28th July 2015
This report is only available as a PDF. Click to download. … Treasury yields to rise as relatively aggressive Fed hikes unfold …
27th July 2015
This report is only available as a PDF. Click to download. … Brazil real to find floor at around 3.30/$ …
24th July 2015
This report is only available as a PDF. Click to download. … How will the strength of the dollar affect the S&P 500? …
23rd July 2015
This report is only available as a PDF. Click to download. … Stronger dollar not a big threat to EM foreign currency bonds …
22nd July 2015
This report is only available as a PDF. Click to download. … How will tighter Fed policy affect the markets? …
21st July 2015
This report is only available as a PDF. Click to download. … We expect the renewed strength of the dollar to continue …
20th July 2015
This report is only available as a PDF. Click to download. … What do Carney’s comments imply about the valuation of UK Gilts? …
17th July 2015
This report is only available as a PDF. Click to download. … Australian, New Zealand and Canadian dollars to remain under fire …
16th July 2015
This report is only available as a PDF. Click to download. … What is the Fed “model” telling us? …
15th July 2015
This report is only available as a PDF. Click to download. … Why isn’t a lower oil price affecting US Treasuries much? …
14th July 2015
This report is only available as a PDF. Click to download. … Risks to euro still lie on the downside …
13th July 2015
This report is only available as a PDF. Click to download. … Greece vs. China: size isn’t everything …
10th July 2015
This report is only available as a PDF. Click to download. … “Grexit” unlikely to derail global economy or markets …
9th July 2015
This report is only available as a PDF. Click to download. … Is China’s stock market collapse affecting equities in other EMs? …
8th July 2015
This report is only available as a PDF. Click to download. … Two Antipodean currencies moving in one direction …
7th July 2015
This report is only available as a PDF. Click to download. … "Grexit" just one of several downside risks for oil prices …
6th July 2015
This report is only available as a PDF. Click to download. … How will the markets react to the outcome of Greece’s referendum? …
3rd July 2015
This report is only available as a PDF. Click to download. … How might a Grexit affect Greece’s stock market? …
2nd July 2015
This report is only available as a PDF. Click to download. … Is the bear market on China’s mainland a threat to other EM equities? …
1st July 2015
This report is only available as a PDF. Click to download. … What would a Grexit mean for US government bonds? …
30th June 2015
This report is only available as a PDF. Click to download. … How will markets react if the Greek referendum leads to a Grexit? …
29th June 2015
This report is only available as a PDF. Click to download. … Will EM local currency bonds continue to outperform? …
26th June 2015
This report is only available as a PDF. Click to download. … The euro, not the Greek crisis, is holding back euro-zone equities …
25th June 2015
This report is only available as a PDF. Click to download. … What to make of the relative prices of US equities and bonds …
23rd June 2015
This report is only available as a PDF. Click to download. … Recovery in euro probably due to complacency, not carry trades …
22nd June 2015
This report is only available as a PDF. Click to download. … Renewed decline in Treasury yields is likely to prove temporary …
19th June 2015
This report is only available as a PDF. Click to download. … What does the outlook for US interest rates mean for commodities? …
18th June 2015
This report is only available as a PDF. Click to download. … A Grexit might not drag euro-zone equities down for long …
17th June 2015
This report is only available as a PDF. Click to download. … EM financial markets shrug off concerns about Greece …
16th June 2015
This report is only available as a PDF. Click to download. … Contagion from Greek crisis likely to boost gold price further …
15th June 2015
This report is only available as a PDF. Click to download. … A snapshot of our views on the US, Europe and Japan …
11th June 2015
This report is only available as a PDF. Click to download. … Yen weakness to resume despite Kuroda comments …
10th June 2015
This report is only available as a PDF. Click to download. … What to make of the increase in EM corporate debt …
9th June 2015
This report is only available as a PDF. Click to download. … Will emerging market equities rebound? …
8th June 2015
This report is only available as a PDF. Click to download. … Another strong jobs report tees up the FOMC for a September hike …
5th June 2015
This report is only available as a PDF. Click to download. … Will the sell-off in Bunds continue? …
4th June 2015
This report is only available as a PDF. Click to download. … A “Goldilocks” scenario for oil prices? …
3rd June 2015
This report is only available as a PDF. Click to download. … What explains the renewed calm in the Treasury market? …
2nd June 2015
