Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 9 June 2025
ECB – Last Cut? Last week, the ECB cut rates by 25bps, bringing the deposit rate to 2.0% – its...
9 June 2025
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Tuesday, 3 June 2025
Tariffs – Drama Last Thursday, a US trade court struck down Trump’s “Liberation Day” tariffs, ruling that they exceeded the...
3 June 2025
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GLOBAL EQUITY BULLETS | Wednesday, 28 May 2025
A Historic Turnaround – A Deep Dive into the April–May 2025 Recovery April and May 2025 delivered one of the...
28 May 2025
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GLOBAL CREDIT BULLETS | Monday, 26 May 2025
Tariffs – 50% Hit on EU? Delayed for Now Last Friday, Trump abruptly ended the 90-day tariff pause by recommending...
26 May 2025
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GLOBAL CREDIT BULLETS | Monday, 19 May 2025
US-China Deal: Tactical Pause, but Tariffs Are Here to Stay Last Monday, the U.S. and China struck a surprise deal...
19 May 2025
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Three weeks around the world in five minutes
The United States is facing growing uncertainty due to rising tariffs and a projected $10 trillion in debt issuance, which...
13 May 2025
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GLOBAL CREDIT BULLETS | Monday, 12 May 2025
US-China talks – Looking for breakthrough This week, U.S. and Chinese officials are set to meet in Geneva from 9...
12 May 2025
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GLOBAL CREDIT BULLETS | Monday, 5 May 2025
US – Fed on hold The Fed will leave rates unchanged at 4.25-4.50% this Wednesday and provide no new forecast...
5 May 2025
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GLOBAL CREDIT BULLETS | Monday, 28 April 2025
IMF – Waning investor trust in US assets Last week, the Global Credit Team attended the IMF meetings in Washington...
28 April 2025
Keep readingMarket Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 23 April 2025
Bearish Lows, Bullish Highs: A week of extremes The first week of April was characterised by markets on a rollercoaster....
23 April 2025
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GLOBAL CREDIT BULLETS | Tuesday, 22 April 2025
Tariffs – Mexican standoff US and China are currently stuck in a “Mexican standoff” on tariffs. Both parties escalated initial...
22 April 2025
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GLOBAL CREDIT BULLETS | Monday, 14 April 2025
Trade wars – Escalation mode Global trade wars took an escalatory turn last week. The US government raised tariff rates...
14 April 2025
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