October 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...
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October 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...
Keep readingOctober 11, 2021
GLOBAL CREDIT BULLETS | Monday, 11th October 2021
Global growth – clouds at the horizonA few clouds darken the horizon for global growth. On the supply side, bottlenecks...
Keep readingOctober 4, 2021
GLOBAL CREDIT BULLETS | Monday, 4th October 2021
Energy crisis – stocking up for the winterA deep energy crisis is adding to the list of supply bottlenecks. Production...
Keep readingOctober 1, 2021
Ahead of the Curve | Friday, 1st October 2021
Bank stocks in focus as central banks turn hawkish.Last week saw a hawkish inflection from two major central banks with...
Keep readingSeptember 27, 2021
GLOBAL CREDIT BULLETS | Monday, 27th September 2021
German elections – Too close to callSPD won German elections with 25.7%, in line with polls and 5 %-points better...
Keep readingSeptember 21, 2021
Evergrande crisis
This week, markets turned volatile due to contagion fears from the real estate developers crisis in China. In recent weeks,...
Keep readingSeptember 20, 2021
GLOBAL CREDIT BULLETS | Monday, 20th September 2021
US Inflation – half a year of “transitory”US CPI increased 0.3% MoM (5.3% YoY) in August, slightly missing consensus estimates....
Keep readingSeptember 17, 2021
Ahead of the Curve | Friday, 17th September
COVID-related inflation pressures subside, but stickier inflation measures continue to riseInflation continues to dominate the market’s attention. There are clear...
Keep readingSeptember 13, 2021
GLOBAL CREDIT BULLETS | Monday, 13th September 2021
ECB – The Lady’s not tapering.The ECB September meeting brought about a quite dovish message. Lagarde signalled some reduction in...
Keep readingSeptember 6, 2021
GLOBAL CREDIT BULLETS | Monday, 6th September 2021
The Fed’s dovish turn.Recent US data pushed the Fed on a more dovish course. The August jobs report data displayed...
Keep readingSeptember 3, 2021
Ahead of the Curve | Friday, 3rd September
Bank equities and Bunds finally diverging.Investing in European bank stocks has often felt like just another way to bet on...
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