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February 15, 2023
Inflation peaked de facto over the last months of 2022. So, what do we think will happen throughout the rest...
Keep readingFebruary 13, 2023
US – Upside risks to CPIOn Tuesday we’ll see January’s US CPI print, which consensus sees at 6.2% YoY for...
Keep readingFebruary 6, 2023
ECB – Dovish 50The ECB hiked rates by 50bps to 2.5% on Thursday and guided for another 50bp in March,...
Keep readingJanuary 30, 2023
Fed – Can’t hold the Hawkish line much longerDespite the recent hawkish tone by Fed officials on the need for...
Keep readingJanuary 23, 2023
Bank of Japan – Defying the inevitable (for now)The BoJ surprised markets on Wednesday by leaving their yield-curve-control (YCC) policy...
Keep readingJanuary 17, 2023
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
Keep readingJanuary 16, 2023
US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
Keep readingJanuary 9, 2023
US – Tight labour market remains a headache for the FedLast week showed continued signs of hot labour markets in...
Keep readingWe believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
Keep readingJanuary 3, 2023
European inflation – Pointing down The first week of 2023 will see the release of December CPI inflation across Europe....
Keep readingDecember 21, 2022
The resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
Keep readingDecember 19, 2022
Fed – Terminal rate in sight Last week, US inflation surprised again on the downside, leading to softer messaging from...
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