Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … US debt-ceiling crisis may shake confidence further …
30th September 2013
This report is only available as a PDF. Click to download. … US equities and government bonds diverge post-Fed …
27th September 2013
This report is only available as a PDF. Click to download. … Fall-out from US debt-ceiling crisis may not be as severe as 2011 …
26th September 2013
This report is only available as a PDF. Click to download. … Only small gains in store for US equities …
24th September 2013
This report is only available as a PDF. Click to download. … Euro-zone peripheral bonds unlikely to benefit from German election …
This report is only available as a PDF. Click to download. … German election unlikely to trigger renewed demand for safe havens …
23rd September 2013
This report is only available as a PDF. Click to download. … US Treasuries rally after Fed delays QE3 tapering …
20th September 2013
This report is only available as a PDF. Click to download. … Can Treasury yields remain low without Fed purchases? …
19th September 2013
This report is only available as a PDF. Click to download. … Fed will probably announce a small cut in its asset purchases …
18th September 2013
This report is only available as a PDF. Click to download. … Positive market reaction to Summers' withdrawal may not last …
17th September 2013
This report is only available as a PDF. Click to download. … Fed is likely to announce a tapering of QE3 …
16th September 2013
This report is only available as a PDF. Click to download. … Sterling's rally against the dollar is unlikely to be sustained …
13th September 2013
This report is only available as a PDF. Click to download. … Enthusiasm for emerging market equities likely to grow …
11th September 2013
This report is only available as a PDF. Click to download. … What’s really been behind the bounce in Japanese equities? …
10th September 2013
This report is only available as a PDF. Click to download. … Mixed Employment Report leaves tapering in the balance …
9th September 2013
This report is only available as a PDF. Click to download. … ECB’s dovish outlook puts the euro under pressure …
6th September 2013
High hopes are being pinned on interest rate liberalisation to inject some vitality into China’s economy. But the full gains from liberalisation will only be realised if the government is willing to allow state-owned borrowers to fail. This is still far …
5th September 2013
This report is only available as a PDF. Click to download. … Will Spanish bond spreads narrow further? …
4th September 2013
This report is only available as a PDF. Click to download. … Euro-zone equities are unlikely to hold onto their gains …
3rd September 2013
This report is only available as a PDF. Click to download. … US payrolls may reinforce expectation of September QE3 taper …
2nd September 2013
This report is only available as a PDF. Click to download. … A recovery in emerging market currencies may be on the cards …
30th August 2013
This report is only available as a PDF. Click to download. … Could Western intervention in Syria derail the recovery? …
29th August 2013
This report is only available as a PDF. Click to download. … Monetary policy more likely to drive markets than geopolitics …
28th August 2013
By 2014, the Netherlands will have seen an unprecedented fall in household spending. The resulting weakness in the Dutch economy will undermine attempts to address euro-zone imbalances, while beleaguered Dutch voters may harden their opposition to …
26th August 2013
This report is only available as a PDF. Click to download. … US Treasuries stabilise after FOMC minutes …
23rd August 2013
This report is only available as a PDF. Click to download. … FOMC minutes may have shed more light on timing of QE3 taper …
22nd August 2013
This report is only available as a PDF. Click to download. … A full-blown crisis is unlikely in India’s equity and bond markets …
21st August 2013
This report is only available as a PDF. Click to download. … Is the future really that much brighter for US equities than bonds? …
20th August 2013
This report is only available as a PDF. Click to download. … Investors’ focus turns to Jackson Hole …
19th August 2013
This report is only available as a PDF. Click to download. … Japan’s likely policy mix points to renewed yen weakness …
16th August 2013
This report is only available as a PDF. Click to download. … Is the future bright for euro-zone equities? …
15th August 2013
This report is only available as a PDF. Click to download. … Are UK Gilts set to benefit from falling inflation? …
13th August 2013
This report is only available as a PDF. Click to download. … UK consumer price inflation may fall to 2% by year-end …
This report is only available as a PDF. Click to download. … UK MPC was probably united over forward guidance …
12th August 2013
This report is only available as a PDF. Click to download. … UK MPC’s forward guidance has little initial impact …
8th August 2013
This report is only available as a PDF. Click to download. … Have US GDP revisions affected the valuation of the stock market? …
7th August 2013
This report is only available as a PDF. Click to download. … What next for EM dollar-denominated corporate bonds? …
6th August 2013
This report is only available as a PDF. Click to download. … Fed still likely to taper QE3 in September …
5th August 2013
This report is only available as a PDF. Click to download. … Will the decoupling of government bonds continue? …
2nd August 2013
This report is only available as a PDF. Click to download. … Fed to tread cautiously in “tapering” its bond purchases …
1st August 2013
This report is only available as a PDF. Click to download. … US economy probably slowed sharply in Q2 …
31st July 2013
This report is only available as a PDF. Click to download. … Recent weakness in the dollar unlikely to be sustained …
30th July 2013
This report is only available as a PDF. Click to download. … Major central banks unlikely to make radical policy shifts …
29th July 2013
This report is only available as a PDF. Click to download. … Sterling unlikely to suffer from forward guidance …
26th July 2013
This report is only available as a PDF. Click to download. … Is the rally in US equities set to run out of steam? …
25th July 2013
This report is only available as a PDF. Click to download. … What to make of mixed signals on Emerging European rates …
23rd July 2013
This report is only available as a PDF. Click to download. … Gold and sterling benefit from dollar weakness …
This report is only available as a PDF. Click to download. … From Detroit to China… …
22nd July 2013
This report is only available as a PDF. Click to download. … Abe-led coalition heading for Upper House majority …
19th July 2013
This report is only available as a PDF. Click to download. … Bernanke keeps Fed's options open …
18th July 2013
