April 23, 2021
Ahead of the Curve | Friday, 23rd April 2021
Strong start to earnings season – US banks already reversing loan loss provisionsUS bank earnings are off to a strong...
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April 19, 2021
GLOBAL CREDIT BULLETS | Monday, 19th April 2021
Geopolitical Risk – Russia and China vs the US?China and Russia are escalating tensions, testing the new US administration. After...
Keep readingApril 12, 2021
GLOBAL CREDIT BULLETS | Monday, 12th April 2021
European Reopening – When can the EU catch up?With the UK starting first reopening steps today, the gap within Europe...
Keep readingApril 9, 2021
Ahead of the Curve | Friday, 9th April 2021
Webinar on Outlook for Financials.Please join us on 13th April at 14:30 BST for a webinar with Mark Conrad (Portfolio...
Keep readingMarch 29, 2021
GLOBAL CREDIT BULLETS | Monday, 29th March 2021
US Infrastructure Bill.We believe the much-anticipated infrastructure spending plan in the US gives the Biden Administration an unprecedented opportunity to...
Keep readingMarch 26, 2021
Ahead of the Curve | Friday, 26th March 2021
Investment banking remains on fire – Very strong start to 2021.Amidst all the attention on rising rates in the past...
Keep readingMarch 23, 2021
Ahead of the Curve | Inflation, Interest Rates, and the Global Financial Sector
The vaccine rollout is gathering pace in both the US and UK, with continental Europe running two to three months...
Keep readingMarch 22, 2021
GLOBAL CREDIT BULLETS | Monday, 22nd March 2021
Fed – Words are not enough anymore.At the well-anticipated March meeting, the Fed failed to reassure investors about the selloff...
Keep readingMarch 15, 2021
GLOBAL CREDIT BULLETS | Monday, 15th March
ECB – Dovish Bark Doesn’t Bite.The ECB Governing Council struck a relatively dovish tone last week as they communicated their...
Keep readingMarch 12, 2021
Ahead of the curve | Friday, 12th March
Regime shift underway – Persistent bid for financials since Blue Wave.After four consecutive years of underperformance, Financials have started 2021...
Keep readingMarch 8, 2021
GLOBAL CREDIT BULLETS | Monday, 8th March 2021
American Rescue Plan – $1.9trn approved.Over the weekend, the US Senate passed President Biden’s $1.9trn or 9% of GDP Covid...
Keep readingMarch 1, 2021
GLOBAL CREDIT BULLETS | Monday, 1st March 2021
Rates – No Capitulation of Risk Markets yet.Last week’s moves in rates markets were strong, but a capitulation of risk...
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