Filtered by Subscriptions: Capital Daily Use setting Capital Daily
This report is only available as a PDF. Click to download. … Contagion from Greek crisis likely to boost gold price further …
15th June 2015
This report is only available as a PDF. Click to download. … A snapshot of our views on the US, Europe and Japan …
11th June 2015
This report is only available as a PDF. Click to download. … Yen weakness to resume despite Kuroda comments …
10th June 2015
This report is only available as a PDF. Click to download. … What to make of the increase in EM corporate debt …
9th June 2015
This report is only available as a PDF. Click to download. … Will emerging market equities rebound? …
8th June 2015
This report is only available as a PDF. Click to download. … Another strong jobs report tees up the FOMC for a September hike …
5th June 2015
This report is only available as a PDF. Click to download. … Will the sell-off in Bunds continue? …
4th June 2015
This report is only available as a PDF. Click to download. … A “Goldilocks” scenario for oil prices? …
3rd June 2015
This report is only available as a PDF. Click to download. … What explains the renewed calm in the Treasury market? …
2nd June 2015
This report is only available as a PDF. Click to download. … What is the likely fallout from Greece’s negotiations? …
1st June 2015
This report is only available as a PDF. Click to download. … When will profit margins come under pressure? …
29th May 2015
This report is only available as a PDF. Click to download. … Where next for China’s stock markets? …
28th May 2015
This report is only available as a PDF. Click to download. … Strong US dollar consistent with relatively strong US economy …
27th May 2015
This report is only available as a PDF. Click to download. … Will the spread of Spain’s sovereign debt remain so low? …
26th May 2015
This report is only available as a PDF. Click to download. … What to make of banks’ waning demand for Treasuries …
22nd May 2015
This report is only available as a PDF. Click to download. … How would the S&P react to higher US rates? …
21st May 2015
This report is only available as a PDF. Click to download. … Currency misalignment – where and how much? …
20th May 2015
This report is only available as a PDF. Click to download. … Continued euro weakness on the horizon …
19th May 2015
This report is only available as a PDF. Click to download. … Fed tightening likely to undermine Treasuries …
18th May 2015
This report is only available as a PDF. Click to download. … How much of a threat is tighter Fed policy to US corporate bonds? …
15th May 2015
This report is only available as a PDF. Click to download. … How vulnerable are US equities to developments in bonds? …
14th May 2015
This report is only available as a PDF. Click to download. … Bond market sell-off needs to be seen in perspective …
13th May 2015
This report is only available as a PDF. Click to download. … US Treasury sell-off is unlikely to turn into a rout …
12th May 2015
This report is only available as a PDF. Click to download. … Is China’s stock market defying economic logic? …
11th May 2015
This report is only available as a PDF. Click to download. … Respite for US Treasuries is only likely to be temporary …
8th May 2015
This report is only available as a PDF. Click to download. … Recovery in oil price likely to run out of steam …
7th May 2015
This report is only available as a PDF. Click to download. … Sterling still vulnerable to political risks …
6th May 2015
This report is only available as a PDF. Click to download. … Will German bunds and stocks move in lockstep? …
5th May 2015
This report is only available as a PDF. Click to download. … All eyes on UK election and US payrolls …
1st May 2015
This report is only available as a PDF. Click to download. … US Treasury yields are likely to grind higher …
30th April 2015
This report is only available as a PDF. Click to download. … Bank of Japan could be about to spring a surprise …
29th April 2015
This report is only available as a PDF. Click to download. … US dollar set to resume its climb? …
28th April 2015
This report is only available as a PDF. Click to download. … Three macro risks to the recovery in commodity prices …
27th April 2015
This report is only available as a PDF. Click to download. … More stimulus from the BoJ could give the Nikkei a further lift …
24th April 2015
This report is only available as a PDF. Click to download. … Prospects for monetary policy should still underpin the US dollar …
23rd April 2015
This report is only available as a PDF. Click to download. … Could the UK’s election drive sterling lower? …
22nd April 2015
This report is only available as a PDF. Click to download. … Brent to recover a little further, but path to be rocky …
21st April 2015
This report is only available as a PDF. Click to download. … What explains the underwhelming performance of US equities? …
20th April 2015
This report is only available as a PDF. Click to download. … Greece stepping closer to the exit …
17th April 2015
This report is only available as a PDF. Click to download. … Will the UK election give the stock market a nasty shock? …
15th April 2015
This report is only available as a PDF. Click to download. … Will the rally in emerging market equities continue? …
14th April 2015
This report is only available as a PDF. Click to download. … New forecasts for UK Gilts …
13th April 2015
This report is only available as a PDF. Click to download. … Will gilts weather the election? …
10th April 2015
This report is only available as a PDF. Click to download. … How will US monetary policy affect Treasury yields? …
9th April 2015
This report is only available as a PDF. Click to download. … More downside for the yen than for the euro …
8th April 2015
This report is only available as a PDF. Click to download. … Oil price to rise in spite of Iran deal …
This report is only available as a PDF. Click to download. … What can euro-zone corporate bonds tell us about the effect of QE? …
3rd April 2015
This report is only available as a PDF. Click to download. … Just how strong is the US dollar? …
2nd April 2015
This report is only available as a PDF. Click to download. … What role has the ECB’s QE played in driving down credit spreads? …
1st April 2015
This report is only available as a PDF. Click to download. … Cross-border bond investment in the euro-zone – what are the risks? …
31st March 2015
