Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Bank costs to rise, regardless of Tobin tax …
10th November 2009
This report is only available as a PDF. Click to download. … Markets shrug off rise in US unemployment …
9th November 2009
This report is only available as a PDF. Click to download. … Rates going nowhere in the majors …
6th November 2009
This report is only available as a PDF. Click to download. … Is the party over? …
5th November 2009
This report is only available as a PDF. Click to download. … Monetary stimulus still has not done its job …
4th November 2009
This report is only available as a PDF. Click to download. … More monetary tightening from the RBA …
3rd November 2009
This report is only available as a PDF. Click to download. … Don’t expect any change from the Fed …
2nd November 2009
This report is only available as a PDF. Click to download. … The party is not over for Russian equities – at least not yet …
30th October 2009
This report is only available as a PDF. Click to download. … Treasuries won’t suffer just because the Fed stops buying …
29th October 2009
This report is only available as a PDF. Click to download. … Rally in emerging market equities probably has further to go …
28th October 2009
This report is only available as a PDF. Click to download. … Indian bonds are best avoided …
27th October 2009
This report is only available as a PDF. Click to download. … GDP data should confirm an end to US downturn …
26th October 2009
This report is only available as a PDF. Click to download. … Gold 2,300? …
23rd October 2009
This report is only available as a PDF. Click to download. … When will China break the renminbi peg? …
22nd October 2009
This report is only available as a PDF. Click to download. … EMBI spread to narrow further …
21st October 2009
This report is only available as a PDF. Click to download. … UK inflation outlook poses no lasting threat to gilts …
20th October 2009
This report is only available as a PDF. Click to download. … How much further will the dollar fall against the euro? …
19th October 2009
This report is only available as a PDF. Click to download. … Growing Fed divisions cloud outlook for US rates …
16th October 2009
This report is only available as a PDF. Click to download. … More to exchange rates than monetary policy …
15th October 2009
This report is only available as a PDF. Click to download. … Bank of Japan to withdraw emergency measures? …
14th October 2009
This report is only available as a PDF. Click to download. … Re-pricing of oil would have little impact on the dollar …
13th October 2009
This report is only available as a PDF. Click to download. … The sweet spot for equities will eventually turn sour …
12th October 2009
This report is only available as a PDF. Click to download. … Are US earnings expectations realistic? …
9th October 2009
This report is only available as a PDF. Click to download. … Real yields in a world of expected inflation …
8th October 2009
This report is only available as a PDF. Click to download. … Tory spending cuts are just the beginning …
7th October 2009
This report is only available as a PDF. Click to download. … The EMBI rally is pretty much over …
6th October 2009
This report is only available as a PDF. Click to download. … Farewell to the G7? …
5th October 2009
This report is only available as a PDF. Click to download. … Dollar still the world’s favourite reserve currency …
2nd October 2009
This report is only available as a PDF. Click to download. … Yen strength is here to stay …
1st October 2009
This report is only available as a PDF. Click to download. … Recovery in US house prices continues …
30th September 2009
This report is only available as a PDF. Click to download. … Sterling is not fundamentally overvalued …
29th September 2009
This report is only available as a PDF. Click to download. … Pace of US job losses to continue easing …
28th September 2009
This report is only available as a PDF. Click to download. … Treasury yields have plenty of room to fall …
25th September 2009
This report is only available as a PDF. Click to download. … Not so ship shape …
24th September 2009
This report is only available as a PDF. Click to download. … Why the carry trade doesn’t spell disaster for the dollar …
23rd September 2009
This report is only available as a PDF. Click to download. … US households benefit from the stock market rally …
22nd September 2009
This report is only available as a PDF. Click to download. … All eyes on the G20 …
21st September 2009
This report is only available as a PDF. Click to download. … Steer clear of Indian bonds …
18th September 2009
This report is only available as a PDF. Click to download. … Dropping like a stone …
17th September 2009
This report is only available as a PDF. Click to download. … Not such a big discount …
16th September 2009
This report is only available as a PDF. Click to download. … Still plenty of reasons to be cautious …
15th September 2009
This report is only available as a PDF. Click to download. … Strong US retail sales mask underlying weakness …
14th September 2009
This report is only available as a PDF. Click to download. … Dollar should recover soon …
11th September 2009
This report is only available as a PDF. Click to download. … No relief in sight for UK pension funds …
10th September 2009
This report is only available as a PDF. Click to download. … Outlook for gold depends primarily on the dollar …
9th September 2009
This report is only available as a PDF. Click to download. … No nasty surprises from the G20 …
8th September 2009
This report is only available as a PDF. Click to download. … US consumers still lacking confidence …
7th September 2009
This report is only available as a PDF. Click to download. … Is the equity market worth operating on? …
4th September 2009
This report is only available as a PDF. Click to download. … Equity and bond prices can move in tandem …
2nd September 2009
This report is only available as a PDF. Click to download. … Big upside surprise in US manufacturing ISM? …
31st August 2009
