February 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...
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February 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...
Keep readingJanuary 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...
Keep readingJanuary 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...
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