Capital Daily Risk appetite, not monetary policy, likely to drive $/€ down 2nd April 2019 · 1 min read
Capital Daily Investors still sitting on the fence, as May’s deal defeated again 29th March 2019 · 1 min read
Capital Daily Yield curve inversion suggests S&P 500 may have peaked already 28th March 2019 · 1 min read
Capital Daily “Distortions” don’t change the yield curve’s gloomy message 27th March 2019 · 1 min read
Capital Daily Bond yields likely to remain low, or fall further this year 25th March 2019 · 1 min read
Capital Daily Euro likely to fall further in 2019, before rebounding in 2020 22nd March 2019 · 1 min read
Capital Daily Investors banking on an unrealistic “soft landing” in the US 21st March 2019 · 1 min read
Capital Daily 10yr UST yield likely to fall further, as the Fed turns more dovish 20th March 2019 · 1 min read
Capital Daily Looser BoJ policy unlikely to prevent stronger yen this year 15th March 2019 · 1 min read
Capital Daily Limited upside for euro-zone equities if no-deal Brexit is avoided 14th March 2019 · 1 min read
Capital Daily Barring “no deal”, Brexit to remain a sideshow for most markets 12th March 2019 · 1 min read
