April 17, 2023
GLOBAL CREDIT BULLETS | Monday, 17 April 2023
US – One and DoneThe Fed is likely to hike one last time in May, and then go on hold...
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April 13, 2023
Responsible Investing | What it is and how the regulatory framework evolved
Responsible investing, green transition, ESG: what exactly do they mean? What rules must the players in the sector follow and...
Keep readingApril 11, 2023
GLOBAL CREDIT BULLETS | Tuesday, 11 April 2023
US Data – Loosening up.Last week’s US data painted an increasingly dovish picture. The manufacturing and service ISM surveys fell...
Keep readingApril 3, 2023
GLOBAL CREDIT BULLETS | Monday, 3 April 2023
Euro inflation – Base effects kicking in but core still higherEurozone headline inflation fell to 6.9% YoY from 8.5% last...
Keep readingMarch 28, 2023
GLOBAL CREDIT BULLETS | Tuesday, 28 March 2023
AT1s – Don’t write down the asset class. The write-down of Credit Suisse subordinated bonds triggered a volatile week for AT1s....
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March 24, 2023
European banks are safe
The past week has seen increasing concern about the health of the banking sector. Following the rescue of Credit Suisse,...
Keep readingMarch 21, 2023
GLOBAL CREDIT BULLETS | Tuesday, 21 March 2023
Markets – Slowdown but no credit stressOver the past week, volatility in global markets massively picked up again, following stress...
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The Curious Incident of Credit Suisse AT1
Why a policy mistake should not spell doom for the asset class Download Following a week of market turmoil and...
Keep readingMarch 13, 2023
GLOBAL CREDIT BULLETS | Monday, 13 March 2023
Silicon Valley Bank – One bad apple doesn’t spoil the bunchOn Friday, Silicon Valley Bank (‘SVB’), a Californian bank capitalizing...
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March 10, 2023
One bad apple doesn’t spoil the bunch
Download On March 10th 2023, Silicon Valley Bank (‘SVB’) was taken over by the FDIC, following a wave of deposit...
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March 7, 2023
What I learnt in my two weeks in Asia
Within Asia, the resilience of Europe was underestimated, and capital is now being redeployed in European assets, which is a...
Keep readingMarch 6, 2023
GLOBAL CREDIT BULLETS | Monday, 6 March 2023
ECB – Next stop 4%Last week’s Eurozone CPI prints surprised to the upside and led markets to price in a...
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