January 17, 2022
GLOBAL CREDIT BULLETS | Monday, 17th January 2022
US rates – Hawks are in the air.The environment for US rates keeps turning more hawkish. On Wednesday, the December...
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January 13, 2022
Ahead of the Curve | Thursday, 13th January 2022
2022 Outlook – European Banks in the sweet spot among persistent inflationary pressures.Global interest rates, particularly in the front-end, have...
Keep readingJanuary 10, 2022
GLOBAL CREDIT BULLETS | Monday, 10th January 2022
Omicron – More cases, less lockdowns.Over holidays, Covid cases exploded globally. The United States now records more than 1 million...
Keep readingDecember 27, 2021
GLOBAL CREDIT BULLETS | Monday, 27th December 2021
Omicron – Christmas relief.Evidence on the Omicron data turned better into year-end. Several studies found reliable evidence that the Oomicron...
Keep readingDecember 21, 2021
EU Fiscal rules: Fit for the future?
Few questions have been as polarizing, in Europe, as that of whether and how the overly complex EU fiscal framework...
Keep readingDecember 20, 2021
GLOBAL CREDIT BULLETS | Monday, 20th December 2021
Central banks – Hawkish tilt.This week, major central banks recognized inflationary risks and turned their tone more hawkish. In the...
Keep readingDecember 13, 2021
GLOBAL CREDIT BULLETS | Monday, 13th December 2021
Central banks week – Tentative hawkishThis week, a flurry of central banks will give some hawkish signs, and the divergence...
Keep readingDecember 10, 2021
Ahead of the Curve | Friday, 10th December 2021
Omicron variant causes short-term market wobblesWhile the Financial sector was predictably weak following the Omicron discovery, and uncertainty remains surrounding...
Keep readingDecember 6, 2021
GLOBAL CREDIT BULLETS | Monday, 6th December 2021
Omicron – Surely faster, maybe milder.The past week has been characterized by fears on the omicron variant. Information is very...
Keep readingNovember 29, 2021
GLOBAL CREDIT BULLETS | Monday, 29th November 2021
Covid – New strain fearsOn Friday, panic hit markets as a new Covid strain was found in South Africa. The...
Keep readingNovember 22, 2021
GLOBAL CREDIT BULLETS | Monday, 22nd November 2021
Fed – waiting for new chairmanThis week, the White House will likely announce the new chairman of the Federal Reserves....
Keep readingNovember 19, 2021
Ahead of the Curve | Friday, 19th November 2021
Commerzbank in the sweet spot with rising inflation and cost executionCommerzbank has underperformed the European bank index by 10% since...
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