December 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...
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November 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...
Keep readingNovember 16, 2021
COP26: What you need to know
As the United Nation’s COP26 conference has come to an end, here is a short summary of the key takeaways...
Keep readingNovember 15, 2021
GLOBAL CREDIT BULLETS | Monday, 15th November 2021
Inflation – No gravityUS inflation data continue to accelerate. In October, the CPI basket increased 0.9% on a monthly basis...
Keep readingNovember 8, 2021
GLOBAL CREDIT BULLETS | Monday, 8th November 2021
Fed – taper onLast Wednesday, the Fed announced the beginning of QE tapering, as largely anticipated. Purchases will be reduced...
Keep readingNovember 5, 2021
Ahead of the Curve | Friday, 5th November 2021
European Bank earnings – shaping up to be the fifth quarter in a row of big beatsEarnings for the European...
Keep readingNovember 1, 2021
GLOBAL CREDIT BULLETS | Monday, 1st November 2021
ECB – Behind the curve.At the October meeting, the ECB looked way behind the curve. While the statement was uneventful,...
Keep readingOctober 25, 2021
GLOBAL CREDIT BULLETS | Monday, 25th October 2021
UK – stagflation getting realSeptember UK inflation remained elevated, with the print delivering a 0.3% monthly increase and 3.1% annual...
Keep readingOctober 18, 2021
GLOBAL CREDIT BULLETS | Monday, 18th October 2021
US inflation – less and less transitoryUS inflation data for September remain strong. Headline inflation stays at 5.4% yoy, the...
Keep readingOctober 15, 2021
Ahead of the Curve | Friday, 15th October 2021
Stagflation fears rising despite resilient demandRising inflation expectations amidst what is likely to be peak growth acceleration coming out of...
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