Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Oil, not Fed policy, the key for US high-yield corporate bonds …
18th December 2014
This report is only available as a PDF. Click to download. … Is the tide now turning for the ruble? …
17th December 2014
This report is only available as a PDF. Click to download. … As Russia’s crisis deepens, investors batten down the hatches …
16th December 2014
This report is only available as a PDF. Click to download. … Investors in EMs still showing a willingness to differentiate …
12th December 2014
This report is only available as a PDF. Click to download. … Oil price slide elicits opposing policy responses in Russia & Norway …
11th December 2014
This report is only available as a PDF. Click to download. … Russia’s central bank set to hike its key policy rate again …
10th December 2014
This report is only available as a PDF. Click to download. … How vulnerable are EM corporate bonds to a stronger dollar? …
9th December 2014
This report is only available as a PDF. Click to download. … Brent crude likely to find strong support at $60 per barrel …
8th December 2014
This report is only available as a PDF. Click to download. … Strong US employment report takes a toll on the euro …
5th December 2014
This report is only available as a PDF. Click to download. … Will the rally in China’s stock market run out of steam? …
4th December 2014
This report is only available as a PDF. Click to download. … Should we be worried about a default in oil-dependent Venezuela? …
3rd December 2014
This report is only available as a PDF. Click to download. … Is the rise in high-yield corporate bond spreads a warning sign? …
2nd December 2014
This report is only available as a PDF. Click to download. … OPEC’s loss is the rest of the world’s gain …
1st December 2014
This report is only available as a PDF. Click to download. … Falling inflation in the euro-zone to trigger full-blown QE soon …
27th November 2014
This report is only available as a PDF. Click to download. … China’s interest rate cut not a major boost for EM equities …
26th November 2014
This report is only available as a PDF. Click to download. … German Bund yields are likely to remain very low …
25th November 2014
This report is only available as a PDF. Click to download. … Will the US stock market run out of steam? …
24th November 2014
This report is only available as a PDF. Click to download. … ECB’s Draghi provides more hints that “full-blown” QE is coming …
21st November 2014
This report is only available as a PDF. Click to download. … Will the yen remain in free fall? …
20th November 2014
This report is only available as a PDF. Click to download. … Is the gold price set to benefit from European central bank buying? …
19th November 2014
This report is only available as a PDF. Click to download. … What would further yen weakness mean for other Asian currencies? …
18th November 2014
This report is only available as a PDF. Click to download. … Yen to fall a lot further as monetary policies diverge …
17th November 2014
This report is only available as a PDF. Click to download. … How vulnerable are EM equities to the plunge in the price of oil? …
14th November 2014
This report is only available as a PDF. Click to download. … Sterling’s decline against the dollar is probably not over …
13th November 2014
This report is only available as a PDF. Click to download. … Ukraine crisis still a bigger risk to Russia than elsewhere …
12th November 2014
This report is only available as a PDF. Click to download. … Abe government playing a risky game …
11th November 2014
This report is only available as a PDF. Click to download. … The outlook for Japan’s stock market remains bright …
10th November 2014
This report is only available as a PDF. Click to download. … US labour market remains in fine fettle …
7th November 2014
This report is only available as a PDF. Click to download. … Will corporate profits continue to buoy the S&P 500? …
6th November 2014
This report is only available as a PDF. Click to download. … Global equity markets should learn to love lower oil prices …
5th November 2014
This report is only available as a PDF. Click to download. … Has the bubble in Treasuries begun to deflate? …
4th November 2014
This report is only available as a PDF. Click to download. … Will a stronger dollar undermine the US stock market? …
3rd November 2014
This report is only available as a PDF. Click to download. … Russia seeks to stabilise the ruble …
31st October 2014
This report is only available as a PDF. Click to download. … US economy continuing to leave euro-zone far behind …
29th October 2014
This report is only available as a PDF. Click to download. … Fed to end asset purchases, but likely to retain dovish rate guidance …
28th October 2014
This report is only available as a PDF. Click to download. … Ebola fears understandable, but global risks still appear small …
27th October 2014
This report is only available as a PDF. Click to download. … Brazil’s markets wait on election result …
24th October 2014
This report is only available as a PDF. Click to download. … What do the PMIs tell us about the prospects for equities? …
23rd October 2014
This report is only available as a PDF. Click to download. … Are emerging market corporate bonds undervalued? …
22nd October 2014
This report is only available as a PDF. Click to download. … Why is the UK stock market doing so badly? …
21st October 2014
This report is only available as a PDF. Click to download. … The bubble in “junk” bonds appears to be deflating …
20th October 2014
This report is only available as a PDF. Click to download. … When will the bubble in bonds burst? …
17th October 2014
This report is only available as a PDF. Click to download. … Why the correction is unlikely to turn into a bear market …
16th October 2014
This report is only available as a PDF. Click to download. … Slump in bond yields hard to square with economic reality …
15th October 2014
This report is only available as a PDF. Click to download. … Four clouds over global markets …
13th October 2014
This report is only available as a PDF. Click to download. … The slide in the US stock market is unlikely to turn into a rout …
10th October 2014
This report is only available as a PDF. Click to download. … UK Gilt yields likely to rebound …
9th October 2014
This report is only available as a PDF. Click to download. … The outlook for bonds is brighter in EMs than in DMs …
8th October 2014
This report is only available as a PDF. Click to download. … When do geopolitical developments threaten economic growth? …
7th October 2014
This report is only available as a PDF. Click to download. … Brazil’s first round election result gives markets hope of reform …
6th October 2014
