Capital Daily

Currency weakness should buoy equities in Japan and Germany

22nd December 2016 · 1 min read

Capital Daily

Turning even more downbeat on the euro and the yen

21st December 2016 · 1 min read

Capital Daily

Some key calls for 2017 and beyond

20th December 2016 · 1 min read

Capital Daily

What to expect from EM equities in 2017

19th December 2016 · 1 min read

Capital Daily

Will a weaker yen continue to propel the Nikkei?

16th December 2016 · 1 min read

Capital Daily

Plenty of reasons to expect US Treasury yields to keep on rising

15th December 2016 · 1 min read

Capital Daily

Will the Fed rock EM currencies?

14th December 2016 · 1 min read

Capital Daily

Are we bearish enough on US Treasuries?

13th December 2016 · 1 min read

Capital Daily

Is the US stock market heading for a re-run of the early 1980s?

12th December 2016 · 1 min read

Capital Daily

Fed policy still a risk for EMs

9th December 2016 · 1 min read

Capital Daily

Policy divergence likely to drive the euro down further

8th December 2016 · 1 min read

Capital Daily

How much will the dollar benefit from a shift in the policy mix?

7th December 2016 · 1 min read

Capital Daily

Will EM equities remain immune to Italian politics?

6th December 2016 · 1 min read

Capital Daily

Italian bond market unlikely to enjoy much respite

5th December 2016 · 1 min read

Capital Daily

US Employment Report doesn’t change the outlook for the Fed

2nd December 2016 · 1 min read