March 14, 2022
GLOBAL CREDIT BULLETS | Monday, 14th March 2022
Russia/Ukraine – No relief yet. The Russian invasion of Ukraine has entered its third week. Despite direct talks between Ukrainian...
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March 8, 2022
Time is a Commodity: the impact of sanctions on Fortress Russia
Over the past weeks, the EU and Western allies have ramped up financial and economic sanctions against Russia in response...
Keep readingMarch 7, 2022
GLOBAL CREDIT BULLETS | Monday, 7th March 2022
Russia/Ukraine – Russia is being cut-off. The war between Ukraine and Russia has escalated. Russian local markets finally opened this...
Keep readingFebruary 28, 2022
GLOBAL CREDIT BULLETS | Monday, 28th February 2022
Russia/Ukraine – War In Europe.Russia launched a full-scale attack on Ukraine last Thursday. Western sanctions against Russia were initially mild,...
Keep readingFebruary 21, 2022
GLOBAL CREDIT BULLETS | Monday, 21st February 2022
Ukraine – Tensions vs diplomacy.Tensions continue to increase in Eastern Ukraine. Over the weekend, multiple ceasefire violations have been recorded...
Keep readingFebruary 16, 2022
Investors’ Corner | Wednesday, 16th February 2022
Regime Change: as interest rates go up, investors will need to adjust portfolios Headline and core inflation is higher than...
Keep readingFebruary 14, 2022
GLOBAL CREDIT BULLETS | Monday, 14th February 2022
US inflation – No top in sight.January US CPI came out at 7.5% yoy, making new highs. The energy component...
Keep readingFebruary 7, 2022
GLOBAL CREDIT BULLETS | Monday, 7th February 2022
ECB – Last dove flying awayThe first ECB meeting of 2022 turned carrying a strong hawkish surprise. While no policy...
Keep readingFebruary 3, 2022
Ahead of the Curve | Thursday, 3rd February 2022
The Fed gets hawkish – Implications for banksLast week’s FOMC meeting showcased an increasingly hawkish Fed, underpinned during the press...
Keep readingJanuary 31, 2022
GLOBAL CREDIT BULLETS | Monday, 31st January 2022
Italy – Uncertainty postponedIn Italy, Sergio Mattarella has been re-elected as President, after one week of political negotiations which failed...
Keep readingJanuary 24, 2022
GLOBAL CREDIT BULLETS | Monday, 24th January 2022
China – Little easing is better than nothing.Concerns on the economy slowdown finally triggered easing by the Chinese authorities. High...
Keep readingJanuary 19, 2022
Investors’ Corner | Wednesday, 19th January 2022
Inflation: What investors need to know The US just printed a 7% y-o-y increase in inflation. Europe is hardly lagging...
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