Capital Daily Healthy US Employment Report gives the dollar another boost 3rd October 2014 · 1 min read
Capital Daily US non-farm payrolls probably grew quite strongly in September 2nd October 2014 · 1 min read
Capital Daily Will there be a wider fall-out from events in Hong Kong? 29th September 2014 · 1 min read
Capital Daily Dollar likely to keep on rising Although the US dollar has already strengthened significantly against the other major currencies during the third quarter, we expect it to appreciate further as the monetary policy of the Fed diverges... 25th September 2014 · 1 min read
Capital Daily Are Italian and Spanish credit spreads too low? Although the US dollar has already strengthened significantly against the other major currencies during the third quarter, we expect it to appreciate further as the monetary policy of the Fed diverges... 24th September 2014 · 1 min read
Capital Daily Looking beyond the headlines on commodities The recent slide in the Bloomberg index of spot commodity prices to its lowest level since 2010 has caught the attention of many commentators. But the underlying picture is far more nuanced than the... 23rd September 2014 · 1 min read
Capital Daily Are share buy-backs really still boosting the US stock market? 22nd September 2014 · 1 min read
Capital Daily US corporate sector turns net borrower The US non-financial corporate sector is no longer generating enough savings at home to finance its capital spending. The US government is therefore now reliant on funding from other sources. Should... 19th September 2014 · 1 min read
Capital Daily Struggling US stock market unlikely to collapse The S&P 500 has been struggling to break decisively above 2,000 in recent weeks. This is hardly surprising given the outlook for Fed policy. However, we doubt monetary tightening will drive US equity... 15th September 2014 · 1 min read
Capital Daily Consensus still too sanguine on timing of first US rate hike 12th September 2014 · 1 min read
