Capital Daily

Capital Daily contains our latest global economic and market analysis. Our other publications discuss major issues and events in greater depth, but Capital Daily meets the additional demand for more frequent commentary on day-to-day economic and market developments, as well as providing a snapshot of the big picture. It covers the US, UK, Europe and the key economies of Asia, including China and Japan, as well as hot topics in global financial markets.

Sample - Profit outlook should keep the US stock market in check

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Capital Daily > Capital Daily — 17 May, 2012Light at the end of the tunnel for euro-zone equities?Capital Daily > Capital Daily — 16 May, 2012Euro-zone equities fall further as second Greek election beckons Capital Daily > Capital Daily — 15 May, 2012Fears over Greece’s future in the euro-zone continue to grow Capital Daily > Capital Daily — 14 May, 2012What does the future hold for bonds relative to equities?Capital Daily > Capital Daily — 11 May, 2012US consumers becoming more confident Capital Daily > Capital Daily — 10 May, 2012UK equities for the long run?Capital Daily > Capital Daily — 09 May, 2012Sanguine response to political disarray in Greece unlikely to last Capital Daily > Capital Daily — 08 May, 2012Markets spooked by weak US labour market data Capital Daily > Capital Daily — 04 May, 2012ECB President argues austerity is the route to growth Capital Daily > Capital Daily — 03 May, 2012ECB to resist pressure for bolder action

Capital Daily > Capital Daily — 02 May, 2012Strong US ISM report provides a boost to risky assets Capital Daily > Capital Daily — 01 May, 2012Will the old adage about May prove prescient again?Capital Daily > Capital Daily — 30 Apr, 2012Tougher times ahead for risky assets Capital Daily > Capital Daily — 27 Apr, 2012US GDP growth may have slowed slightly in Q1 Capital Daily > Capital Daily — 26 Apr, 2012UK back in recession Capital Daily > Capital Daily — 25 Apr, 2012Fed on the sidelines Capital Daily > Capital Daily — 24 Apr, 2012More bad news from the euro-zone Capital Daily > Capital Daily — 23 Apr, 2012Increased IMF resources won’t solve euro-zone crisis Capital Daily > Capital Daily — 20 Apr, 2012Japan’s stock market at risk of renewed strength in the yen Capital Daily > Capital Daily — 19 Apr, 2012Reserve diversification won't save the euro

Capital Daily > Capital Daily — 18 Apr, 2012Limited contagion risk from events in Argentina – Spain aside Capital Daily > Capital Daily — 17 Apr, 2012China takes another step towards financial market liberalisation Capital Daily > Capital Daily — 16 Apr, 2012China in little immediate danger of a “hard landing”Capital Daily > Capital Daily — 13 Apr, 2012China's Q1 GDP data should ease "hard landing" fears Capital Daily > Capital Daily — 12 Apr, 2012Global backdrop even more challenging than last year Capital Daily > Capital Daily — 11 Apr, 2012Cracks in market confidence widen further Capital Daily > Capital Daily — 10 Apr, 2012US labour market continuing to recover Capital Daily > Capital Daily — 05 Apr, 2012China has more work to do to internationalise the renminbi Capital Daily > Capital Daily — 04 Apr, 2012Will German Bunds continue to outshine US Treasuries?Capital Daily > Capital Daily — 03 Apr, 2012Europe’s enhanced bail-out fund still inadequate

Capital Daily > Capital Daily — 02 Apr, 2012Does global growth chime with global equity performance?Capital Daily > Capital Daily — 30 Mar, 2012Is the Saudi Oil Minister right on oil prices?Capital Daily > Capital Daily — 29 Mar, 2012"Bernanke bounce" has little momentum Capital Daily > Capital Daily — 28 Mar, 2012Outlook still bleak for most commodity prices Capital Daily > Capital Daily — 27 Mar, 2012Treasuries unlikely to be rocked by a buoyant labour market Capital Daily > Capital Daily — 26 Mar, 2012Should US Treasuries fear the eventual onset of higher rates?Capital Daily > Capital Daily — 23 Mar, 2012Fears of a hard landing in China look overdone Capital Daily > Capital Daily — 22 Mar, 2012Gilts welcome UK Budget Capital Daily > Capital Daily — 21 Mar, 2012Too soon to call the peak in gold Capital Daily > Capital Daily — 20 Mar, 2012Rise in UK gilt yields not a sign of inflation fears

Capital Daily > Capital Daily — 19 Mar, 2012Brent still likely to end the year below USD100 Capital Daily > Capital Daily — 16 Mar, 2012What's behind the spike in Treasury yields?Capital Daily > Capital Daily — 15 Mar, 2012Treasury yields to remain anchored by near-zero short rates Capital Daily > Capital Daily — 14 Mar, 2012Germany on the mend?Capital Daily > Capital Daily — 13 Mar, 2012US optimism offset by concerns over Greece and China Capital Daily > Capital Daily — 12 Mar, 2012Doubts over Greek debt exchange already showing Capital Daily > Capital Daily — 09 Mar, 2012Are US profit margins finally getting squeezed?Capital Daily > Capital Daily — 08 Mar, 2012Greece needs more than a successful debt exchange Capital Daily > Capital Daily — 07 Mar, 2012Better news still coming on inflation despite higher oil prices Capital Daily > Capital Daily — 06 Mar, 2012ISM surveys probably overstate strength of US economy

Capital Daily > Capital Daily — 05 Mar, 2012Central banks still have more work to do Capital Daily > Capital Daily — 02 Mar, 2012Equity investors may be expecting too much Capital Daily > Capital Daily — 01 Mar, 2012ECB’s liquidity provision alone cannot save the euro Capital Daily > Capital Daily — 29 Feb, 2012Fed’s Bernanke unlikely to hint at QE3 Capital Daily > Capital Daily — 28 Feb, 2012Markets awaiting outcome of German vote on Greek rescue deal Capital Daily > Capital Daily — 27 Feb, 2012Agreement on IMF funding unlikely at G20 Capital Daily > Capital Daily — 24 Feb, 2012Iran premium in oil prices continues to climb Capital Daily > Capital Daily — 23 Feb, 2012PMIs show euro-zone in worse shape than US and UK Capital Daily > Capital Daily — 22 Feb, 2012Yen may not rebound quite so far Capital Daily > Capital Daily — 21 Feb, 2012All eyes on Greece

Capital Daily > Capital Daily — 20 Feb, 2012Greek rescue deal could yet collapse Capital Daily > Capital Daily — 17 Feb, 2012Are US equities really attractively valued relative to bonds?Capital Daily > Capital Daily — 16 Feb, 2012Greece’s proposed bail-out still hanging in the balance Capital Daily > Capital Daily — 15 Feb, 2012Most commodity prices look set to fall sharply Capital Daily > Capital Daily — 14 Feb, 2012Rise in US break-even inflation unlikely to last Capital Daily > Capital Daily — 13 Feb, 2012US economic data may provide more cheer, for now at least Capital Daily > Capital Daily — 10 Feb, 2012ECB remains tight-lipped on Greek debt haircut Capital Daily > Capital Daily — 09 Feb, 2012Euro strengthens to a new high for the year against the dollar Capital Daily > Capital Daily — 08 Feb, 2012What to make of the sinking Baltic index Capital Daily > Capital Daily — 07 Feb, 2012Greek deal may still not be the last word

Capital Daily > Capital Daily — 06 Feb, 2012Will the US labour market recovery run out of steam (again)?Capital Daily > Capital Daily — 03 Feb, 2012Pick-up in industrial metals prices unlikely to be sustained Capital Daily > Capital Daily — 02 Feb, 2012Is the US stock market really so overvalued?Capital Daily > Capital Daily — 01 Feb, 2012Great start to the year – but can it last?Capital Daily > Capital Daily — 31 Jan, 2012Surging bond yields in Portugal a sign euro-zone is still in crisis Capital Daily > Capital Daily — 30 Jan, 2012Commodity markets make too much of the Fed Capital Daily > Capital Daily — 27 Jan, 2012FOMC meeting provides some cheer Capital Daily > Capital Daily — 26 Jan, 2012Deflation would be worse news for equities than bonds Capital Daily > Capital Daily — 25 Jan, 2012Bright start to 2012 for “risky” assets unlikely to last Capital Daily > Capital Daily — 24 Jan, 2012Focus remains on outcome of Greek PSI negotiations

Capital Daily > Capital Daily — 23 Jan, 2012FOMC meeting to break new ground Capital Daily > Capital Daily — 20 Jan, 2012PSI deal would be no panacea for Greece Capital Daily > Capital Daily — 19 Jan, 2012What next for US real yields?Capital Daily > Capital Daily — 18 Jan, 2012Strength in the US stock market unlikely to last Capital Daily > Capital Daily — 17 Jan, 2012Euro-zone crisis still a long way from any sort of resolution Capital Daily > Capital Daily — 16 Jan, 2012Inflation in the spotlight Capital Daily > Capital Daily — 13 Jan, 2012Further monetary easing coming soon in UK and China Capital Daily > Capital Daily — 12 Jan, 2012Darker days ahead for the euro Capital Daily > Capital Daily — 11 Jan, 2012What next for euro-zone equities?Capital Daily > Capital Daily — 10 Jan, 2012Profit outlook should keep the US stock market in check

Capital Daily > Capital Daily — 09 Jan, 2012Treasuries brush off upbeat US employment report Capital Daily > Capital Daily — 06 Jan, 2012Euro's slide has further to go Capital Daily > Capital Daily — 05 Jan, 2012Oil prices still likely to end 2012 much lower Capital Daily > Capital Daily — 04 Jan, 2012US election year unlikely to provide a big boost to equities Capital Daily > Capital Daily — 22 Dec, 2011Markets - 2012 could be much like 2011 Capital Daily > Capital Daily — 21 Dec, 2011Outlook for US equities still gloomy Capital Daily > Capital Daily — 20 Dec, 2011Surveys should highlight weakness in European economies Capital Daily > Capital Daily — 19 Dec, 2011Momentum in the US economy unlikely to last Capital Daily > Capital Daily — 16 Dec, 2011How long will gold come off second best to the dollar?Capital Daily > Capital Daily — 15 Dec, 2011Oil prices likely to fall much further

Capital Daily > Capital Daily — 14 Dec, 2011Falling UK inflation bodes well for gilts Capital Daily > Capital Daily — 13 Dec, 2011EU Summit provides no relief for Italian government bonds Capital Daily > Capital Daily — 12 Dec, 2011FOMC unlikely to announce QE3 until early next year Capital Daily > Capital Daily — 09 Dec, 2011Markets’ reaction to hard-line ECB seems too complacent Capital Daily > Capital Daily — 08 Dec, 2011All eyes on the ECB Capital Daily > Capital Daily — 07 Dec, 2011Bunds look more vulnerable than Treasuries Capital Daily > Capital Daily — 06 Dec, 2011Is the US labour market likely to ruffle Treasuries?Capital Daily > Capital Daily — 05 Dec, 2011ECB set to lower interest rates again Capital Daily > Capital Daily — 02 Dec, 2011Little upside for the euro from a grand rescue plan Capital Daily > Capital Daily — 01 Dec, 2011Enhanced central bank liquidity support is not a game changer

Capital Daily > Capital Daily — 30 Nov, 2011UK Chancellor sticks to his guns Capital Daily > Capital Daily — 29 Nov, 2011Are UK gilts really a safer haven than German bunds?Capital Daily > Capital Daily — 28 Nov, 2011All eyes on Spanish and Italian bond auctions Capital Daily > Capital Daily — 25 Nov, 2011German Bunds likely to remain under pressure Capital Daily > Capital Daily — 24 Nov, 2011Will monetary easing boost China's stock market?Capital Daily > Capital Daily — 23 Nov, 2011US Treasuries brush off deficit deadlock Capital Daily > Capital Daily — 22 Nov, 2011What next for “core” euro-zone bond markets?Capital Daily > Capital Daily — 21 Nov, 2011FOMC minutes may suggest QE3 is getting close Capital Daily > Capital Daily — 18 Nov, 2011More pain in Spain Capital Daily > Capital Daily — 17 Nov, 2011EMU break-up concerns likely to build

Capital Daily > Capital Daily — 16 Nov, 2011Euro-zone crisis spreads to the core Capital Daily > Capital Daily — 15 Nov, 2011Italy – a lull in the storm?Capital Daily > Capital Daily — 14 Nov, 2011What next for the euro-zone?Capital Daily > Capital Daily — 11 Nov, 2011How will euro-zone banks cope if Italy needs a bail-out?Capital Daily > Capital Daily — 10 Nov, 2011Italy – too big to fail, too big to save?Capital Daily > Capital Daily — 09 Nov, 2011Stock market implications of labour’s plunging share of income Capital Daily > Capital Daily — 08 Nov, 2011What help from lower commodity prices?Capital Daily > Capital Daily — 07 Nov, 2011US employment report paints a mixed picture Capital Daily > Capital Daily — 04 Nov, 2011ECB action looks too little, too late Capital Daily > Capital Daily — 03 Nov, 2011Cannes you help?

Capital Daily > Capital Daily — 02 Nov, 2011Optimism evaporates Capital Daily > Capital Daily — 01 Nov, 2011Intervention unlikely to weaken the yen for long Capital Daily > Capital Daily — 31 Oct, 2011Central banks back in focus Capital Daily > Capital Daily — 28 Oct, 2011Euro-zone policymakers' latest grand plan lacks teeth Capital Daily > Capital Daily — 27 Oct, 2011Will euro-zone policymakers disappoint markets?Capital Daily > Capital Daily — 26 Oct, 2011All eyes on euro-zone policymakers Capital Daily > Capital Daily — 25 Oct, 2011Politicians fiddle as euro-zone slides into recession Capital Daily > Capital Daily — 24 Oct, 2011Waiting for a euro-zone rescue plan Capital Daily > Capital Daily — 21 Oct, 2011How much capital is enough capital?Capital Daily > Capital Daily — 20 Oct, 2011Fundamentals for commodities not so great after all

Capital Daily > Capital Daily — 19 Oct, 2011Prospects for inflation should prove favourable for UK gilts Capital Daily > Capital Daily — 18 Oct, 2011Will flagging earnings undermine the US stock market?Capital Daily > Capital Daily — 17 Oct, 2011Emerging economies to help those who help themselves Capital Daily > Capital Daily — 14 Oct, 201110-year US Treasury yields to fall back to 1.5%Capital Daily > Capital Daily — 13 Oct, 2011Markets put their faith in Europe's politicians Capital Daily > Capital Daily — 12 Oct, 2011Dollar’s recovery not over yet Capital Daily > Capital Daily — 11 Oct, 2011What should we make of China's purchases of bank shares?Capital Daily > Capital Daily — 10 Oct, 2011US labour market still quite weak Capital Daily > Capital Daily — 07 Oct, 2011Markets unimpressed by UK launch of QE2 Capital Daily > Capital Daily — 06 Oct, 2011Bank recapitalisation unlikely to draw a line under the crisis

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