Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Divergence at heart of the euro-zone to undermine the euro …
25th July 2014
This report is only available as a PDF. Click to download. … Will most EM equities remain immune to events in Ukraine? …
24th July 2014
This report is only available as a PDF. Click to download. … Winners and losers from Fed tightening …
23rd July 2014
This report is only available as a PDF. Click to download. … Ten-year German Bund yield unlikely to keep on falling …
22nd July 2014
This report is only available as a PDF. Click to download. … Geopolitical risks set to weigh further …
21st July 2014
This report is only available as a PDF. Click to download. … Will a shift in US monetary policy boost the dollar? …
18th July 2014
This report is only available as a PDF. Click to download. … How will emerging market assets cope with Fed tightening? …
17th July 2014
This report is only available as a PDF. Click to download. … Unfair to judge Bank of Japan by breakeven rates alone …
16th July 2014
This report is only available as a PDF. Click to download. … US Treasuries look set to underperform Gilts and Bunds …
15th July 2014
This report is only available as a PDF. Click to download. … Emerging market dollar bonds do not appear to be in a bubble …
14th July 2014
This report is only available as a PDF. Click to download. … Europe's financial woes far from over …
11th July 2014
This report is only available as a PDF. Click to download. … What’s really “priced in” for US interest rates? …
10th July 2014
This report is only available as a PDF. Click to download. … Slide in the Swedish krona against the euro unlikely to last …
9th July 2014
This report is only available as a PDF. Click to download. … US Stock Market may not be phased by Fed tightening …
8th July 2014
This report is only available as a PDF. Click to download. … Strong US labour data not all good news for the markets …
7th July 2014
This report is only available as a PDF. Click to download. … Rise in Treasury yields has probably only just begun …
4th July 2014
This report is only available as a PDF. Click to download. … Will bolder Fed tightening rattle the markets? …
3rd July 2014
This report is only available as a PDF. Click to download. … Rally in Italy’s government bonds has probably come to an end …
2nd July 2014
This report is only available as a PDF. Click to download. … Outperformance of emerging market equities likely to continue …
1st July 2014
This report is only available as a PDF. Click to download. … Still plenty of triggers for an increase in volatility …
30th June 2014
This report is only available as a PDF. Click to download. … Fed tightening unlikely to derail US corporate bonds …
27th June 2014
This report is only available as a PDF. Click to download. … Assessing the evidence of bubbles in stock and property markets …
26th June 2014
This report is only available as a PDF. Click to download. … Where do we stand out from the pack? …
25th June 2014
This report is only available as a PDF. Click to download. … Why is volatility so low in the emerging markets? …
23rd June 2014
This report is only available as a PDF. Click to download. … Rally in Japanese equities has further to run …
20th June 2014
This report is only available as a PDF. Click to download. … Earlier tightening by UK MPC unlikely to prevent decline in sterling …
19th June 2014
This report is only available as a PDF. Click to download. … Another bond market "conundrum" looks unlikely …
18th June 2014
This report is only available as a PDF. Click to download. … Resurgence of Ukraine crisis adds to nervousness over Iraq …
17th June 2014
This report is only available as a PDF. Click to download. … On Iraq; UK and US interest rates, and corporation tax in Japan... …
16th June 2014
This report is only available as a PDF. Click to download. … Is the euro fairly valued? …
13th June 2014
This report is only available as a PDF. Click to download. … Rally in Russia’s financial markets is probably coming to an end …
12th June 2014
This report is only available as a PDF. Click to download. … Does low volatility pose a danger? …
11th June 2014
This report is only available as a PDF. Click to download. … Dissecting the decline in Gilt yields …
10th June 2014
This report is only available as a PDF. Click to download. … US Treasuries vulnerable to a tightening of the labour market …
9th June 2014
This report is only available as a PDF. Click to download. … ECB has a lot more work to do …
6th June 2014
This report is only available as a PDF. Click to download. … Will the ECB succeed in weakening the euro? …
5th June 2014
This report is only available as a PDF. Click to download. … No conundrum in the co-movement of bond and equity prices …
4th June 2014
This report is only available as a PDF. Click to download. … Are US Treasuries vulnerable to rising volatility? …
3rd June 2014
This report is only available as a PDF. Click to download. … Have investors really lowered their expectations for real rates? …
2nd June 2014
This report is only available as a PDF. Click to download. … Are US profit margins really unsustainably high? …
30th May 2014
This report is only available as a PDF. Click to download. … US Treasuries' outperformance of UK Gilts unlikely to last …
29th May 2014
This report is only available as a PDF. Click to download. … ECB easing likely to have limited impact on Treasury yields …
28th May 2014
This report is only available as a PDF. Click to download. … US economy recovering from probable contraction in Q1 …
26th May 2014
This report is only available as a PDF. Click to download. … Investors’ enthusiasm for EM assets may continue to grow …
23rd May 2014
This report is only available as a PDF. Click to download. … Yawning current account deficit unlikely to derail sterling …
22nd May 2014
This report is only available as a PDF. Click to download. … Are share buy-backs losing their power? …
21st May 2014
This report is only available as a PDF. Click to download. … Has the rally in euro-zone sovereign credit spreads run its course? …
20th May 2014
This report is only available as a PDF. Click to download. … US Treasury yields likely to rebound before too long …
19th May 2014
This report is only available as a PDF. Click to download. … Three compelling reasons for the Bank of Japan to ease further …
16th May 2014
This report is only available as a PDF. Click to download. … Treasuries unlikely to be undone by surging term premia …
15th May 2014
