Capital Daily

Capital Daily

We doubt China’s slowdown will stop Treasury yields from rising

We doubt that worries about a sharp slowdown in China’s economy will prevent US Treasury yields from rising further, in contrast to what took place in mid-to-late 2015.

15 October 2021

Capital Daily

Taking stock of expectations for US corporate earnings

While the handful of Q3 earnings results published by S&P 500 firms so far have beaten expectations, we doubt that US equities will get much of a boost from upward revisions to earnings forecasts from here.

14 October 2021

Capital Daily

Another look at US inflation compensation

Although investors took today’s US CPI release in their stride, we still think there is scope for longer-dated Treasury yields to rise further over time.

13 October 2021