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27 October, 2020 in Capital Daily › Capital Daily A closer look at some of the recent trends in the US stock market
26 October, 2020 in Capital Daily › Capital Daily Falling lira likely to remain an outlier in our view
23 October, 2020 in Capital Daily › Capital Daily We don’t expect US Treasury yields to rise much further
22 October, 2020 in Capital Daily › Capital Daily The dollar and global equities: inverse relationship likely to last
21 October, 2020 in Capital Daily › Capital Daily Several factors suggest resilience of US tech sector may not last
20 October, 2020 in Capital Daily › Capital Daily Safe havens providing scant shelter
19 October, 2020 in Capital Daily › Capital Daily We forecast that the 10-year Bund yield will end 2020 at -0.50%
16 October, 2020 in Capital Daily › Capital Daily We think fundamentals favour further RMB appreciation
15 October, 2020 in Capital Daily › Capital Daily We doubt rally in Australian government bonds will unwind soon
14 October, 2020 in Capital Daily › Capital Daily Spotlight on US equities as Q3 earnings season kicks off
13 October, 2020 in Capital Daily › Capital Daily Assessing the outlook for US inflation compensation
12 October, 2020 in Capital Daily › Capital Daily Low EZ sovereign spreads may be here to stay

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Key Calls

Risky assets will make further gains as the global economy continues to recover, even if only gradually. We suspect that equities and currencies in parts of the emerging world will be the best performers over the next 12-18 months. At the same time, we think that the yields on safe government bonds will remain around their current low levels. The recovery in risk appetite and the fall in US interest rates relative to those elsewhere will continue to weigh on the US dollar, although uncertainty about the post-virus outlook and the risk of a re-escalation of US-China tensions may keep the dollar from falling much further in the near term. Crucially, though, our forecasts rest on the assumption that the major economies continue to manage the coronavirus pandemic without slamming the brakes on activity again.

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