Capital Daily

Looser fiscal policy means Treasury yields have further to rise

27th February 2018 · 1 min read

Capital Daily

Rebound in EM currencies not likely to be sustained

26th February 2018 · 1 min read

Capital Daily

Treasuries are vulnerable to more than just Fed policy

23rd February 2018 · 1 min read

Capital Daily

The outlook for EM local currency bonds remains mixed

22nd February 2018 · 1 min read

Capital Daily

Relief rally in US equities will probably falter again soon

21st February 2018 · 1 min read

Capital Daily

How vulnerable is the dollar to a growing US twin deficit?

20th February 2018 · 1 min read

Capital Daily

Japan’s stock market unable to shrug off a strong yen

19th February 2018 · 1 min read

Capital Daily

Are EM local currency bond yields about to rise?

16th February 2018 · 1 min read

Capital Daily

Would more market turmoil lift the dollar against other majors?

15th February 2018 · 1 min read

Capital Daily

Any respite for the US stock market likely to be short-lived

14th February 2018 · 1 min read

Capital Daily

More rate rises than investors expect to drive Gilt yields higher

13th February 2018 · 1 min read

Capital Daily

Valuations of US equities still look high after correction

12th February 2018 · 1 min read

Capital Daily

Will even looser fiscal policy really be good for US equities?

9th February 2018 · 1 min read

Capital Daily

Revising our view of the dollar

8th February 2018 · 1 min read

Capital Daily

Is the worst now over?

7th February 2018 · 1 min read