Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Trying to make sense of another day of Brexit chaos …
15th November 2018
This report is only available as a PDF. Click to download. … Oil price unlikely to be a key driver of financial assets in 2019 …
14th November 2018
This report is only available as a PDF. Click to download. … Euro likely to recover in 2019, despite Italy’s problems …
13th November 2018
This report is only available as a PDF. Click to download. … Rebound in sterling still most likely next year …
12th November 2018
This report is only available as a PDF. Click to download. … What to make of another bleak week for EM equities …
9th November 2018
This report is only available as a PDF. Click to download. … Fed, not Congress, setting the agenda for Treasuries …
8th November 2018
This report is only available as a PDF. Click to download. … Post-US election rebound in European equities unlikely to last …
7th November 2018
This report is only available as a PDF. Click to download. … What if the prediction markets are wrong about the US midterms? …
6th November 2018
This report is only available as a PDF. Click to download. … Shareholders’ concerns about higher Treasury yields make sense …
5th November 2018
This report is only available as a PDF. Click to download. … Strong US employment report bolsters case for December hike …
2nd November 2018
This report is only available as a PDF. Click to download. … Rates likely to rise faster than markets expect after a Brexit deal …
1st November 2018
This report is only available as a PDF. Click to download. … Strong S&P 500 earnings growth on borrowed time …
31st October 2018
This report is only available as a PDF. Click to download. … Growth concerns finally catching up with US equities …
30th October 2018
This report is only available as a PDF. Click to download. … Optimism following Brazil’s election is likely to fade …
29th October 2018
This report is only available as a PDF. Click to download. … Treasury yields likely to fall much further …
26th October 2018
This report is only available as a PDF. Click to download. … Where to weather another stock market storm …
25th October 2018
This report is only available as a PDF. Click to download. … PMI weakness may not last, but upside for the euro still limited …
24th October 2018
This report is only available as a PDF. Click to download. … Three key patterns in the latest drop in global equities …
23rd October 2018
This report is only available as a PDF. Click to download. … Prospects for EM equities poor despite Shanghai Composite surge …
22nd October 2018
This report is only available as a PDF. Click to download. … Surge in US dollar Libor remains a puzzle …
19th October 2018
This report is only available as a PDF. Click to download. … Shanghai Composite likely to head lower again …
18th October 2018
This report is only available as a PDF. Click to download. … Joint rebound in the US stock market and dollar unlikely to last …
17th October 2018
This report is only available as a PDF. Click to download. … Gold set to shine brighter as economic storm clouds gather …
16th October 2018
This report is only available as a PDF. Click to download. … Brexit stalemate likely to weigh more heavily on sterling …
15th October 2018
This report is only available as a PDF. Click to download. … Surprising EM currency resilience not likely to last …
12th October 2018
This report is only available as a PDF. Click to download. … Equity investors right to fear the effects of rising rates …
11th October 2018
This report is only available as a PDF. Click to download. … Global bond yields unlikely to keep rising sharply …
10th October 2018
This report is only available as a PDF. Click to download. … US economy, not oil prices, the key for Treasuries …
9th October 2018
This report is only available as a PDF. Click to download. … Monetary easing doesn’t alter gloomy outlook for China’s equities …
8th October 2018
This report is only available as a PDF. Click to download. … US employment report bolsters case for further Fed tightening …
5th October 2018
This report is only available as a PDF. Click to download. … 10-year Treasury yield likely to end next year much lower …
4th October 2018
This report is only available as a PDF. Click to download. … Reasons to remain gloomy about EM currencies …
3rd October 2018
This report is only available as a PDF. Click to download. … Surge in the price of oil likely to go into reverse …
2nd October 2018
This report is only available as a PDF. Click to download. … Strength in the loonie likely to be short-lived …
1st October 2018
This report is only available as a PDF. Click to download. … What to make of the euro’s slide in the wake of Italy’s problems …
28th September 2018
This report is only available as a PDF. Click to download. … BTPs to remain under pressure even if budget passes without fuss …
27th September 2018
This report is only available as a PDF. Click to download. … What future Fed policy is likely to mean for the markets …
26th September 2018
This report is only available as a PDF. Click to download. … Fed, rather than ECB, policy likely to boost the euro next year …
25th September 2018
This report is only available as a PDF. Click to download. … Worse to come for US corporate bonds in 2019 …
24th September 2018
This report is only available as a PDF. Click to download. … Too soon to sound the all-clear for global equity markets …
21st September 2018
This report is only available as a PDF. Click to download. … Peak in US Treasury yields may not be very far away …
20th September 2018
This report is only available as a PDF. Click to download. … Relief for equities from trade concerns just a lull in the storm …
19th September 2018
This report is only available as a PDF. Click to download. … Faltering US dollar could be a sign of things to come …
18th September 2018
This report is only available as a PDF. Click to download. … More pain to come for EM Asian equities …
17th September 2018
This report is only available as a PDF. Click to download. … 10-year Treasury yield likely to rise decisively above 3% soon …
14th September 2018
This report is only available as a PDF. Click to download. … Domestic monetary policy taking a back seat for euro and sterling …
13th September 2018
This report is only available as a PDF. Click to download. … Risks to EM equities and currencies look quite different …
12th September 2018
This report is only available as a PDF. Click to download. … No respite around the corner for EM equities …
11th September 2018
This report is only available as a PDF. Click to download. … Rally in Italian government bonds unlikely to persist for long …
10th September 2018
This report is only available as a PDF. Click to download. … Friday’s sell-off in Treasuries is probably a sign of things to come …
7th September 2018
