Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 3 February 2025
US Politics – Trump gets serious Over the weekend, Trump used National Emergency powers to announce 25% tariffs on Mexico/Canada...
3 February 2025
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 27 January 2025
Trump inauguration – no fireworks yet Donald Trump was inaugurated last Monday as 47th president of the United States. He...
27 January 2025
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GLOBAL CREDIT BULLETS | Monday, 20 January 2025
US Politics – Inauguration Day Today Trump will be inaugurated as the 47th president. He’ll be sworn in at 12pm...
20 January 2025
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GLOBAL CREDIT BULLETS | Monday, 13 January 2025
US Economy – Strength Continues Friday’s job data surprised strongly to the upside, as 256k new jobs were added versus...
13 January 2025
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GLOBAL CREDIT BULLETS | Tuesday, 7 January 2025
Focus Q1-25 – Trump, data, geopolitics This year’s first quarter will be driven by US politics, economic data and global...
7 January 2025
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GLOBAL CREDIT BULLETS | Monday, 23 December 2024
Fed – Focus back to inflation The Federal Reserve turned hawkish at its December meeting. The Fed cut rates by...
23 December 2024
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GLOBAL CREDIT BULLETS | Monday, 9 December 2024
US Economics – Labour markets on track The US added 227k jobs in November, in line with expectations of 220k,...
9 December 2024
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Year-end Updates 2024 | Global Credit: a selective approach heading into 2025
The 2025 macroeconomic landscape will be shaped by U.S. policy uncertainty following Trump’s return to the presidency. Fiscal expansion, trade...
4 December 2024
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GLOBAL CREDIT BULLETS | Monday, 2 December 2024
France – Budget drama to carry on In France, political turmoil continues as the government struggles to approve a budget....
2 December 2024
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GLOBAL CREDIT BULLETS | Monday, 25 November 2024
Europe – Poor sentiment post TrumpEuropean PMIs dropped strongly post US elections, as the composite PMI fell from 50 to...
25 November 2024
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GLOBAL CREDIT BULLETS | Monday, 18 November 2024
Trump – Mixed picks Trump started to nominate people for his administration in the past week, selecting a generally hawkish...
18 November 2024
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GLOBAL CREDIT BULLETS | Monday, 11 November 2024
US elections – Red wave In US, elections ended with a strong victory of the Republican party. President Trump was...
11 November 2024
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