September 4, 2024
GLOBAL EQUITY BULLETS | Wednesday, 4 September 2024
Reporting season – Positive overallDespite some concerns on potential economy weakness, the recent reporting season has been rosy thus leaving...
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September 2, 2024
GLOBAL CREDIT BULLETS | Monday, 2 September 2024
Rates – Lot’s in the price Rates markets continue to be very well priced for a fast cutting cycle, with...
Keep readingAugust 26, 2024
GLOBAL CREDIT BULLETS | Monday, 26 August 2024
Jackson Hole – The time has come Last week, Fed Chair Jerome Powell came with a rather dovish message at...
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August 6, 2024
Recent market turmoil: a positioning shake-up.
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
Keep readingAugust 5, 2024
GLOBAL CREDIT BULLETS | Monday, 5 August 2024
Markets – Bad news is bad newsMarkets are turning weaker as recession fears mount. Weak manufacturing data in Europe, rising...
Keep readingJuly 31, 2024
GLOBAL EQUITY BULLETS | Wednesday, 31 July 2024
Political developments – Trading or investing?Joe Biden has withdrawn from the 2024 presidential race, endorsing Vice President Kamala Harris, who...
Keep readingJuly 29, 2024
GLOBAL CREDIT BULLETS | Monday, 29 July 2024
Fed Preview – Hints for cutsThe Fed will keep rates unchanged but likely to open the door to a first rate cut...
Keep readingJuly 22, 2024
GLOBAL CREDIT BULLETS | Monday 22 July 2024
US Elections – Trumping marketsEarly last week, former President Donald Trump released an interview discussing the plan for US, shall...
Keep readingJuly 15, 2024
GLOBAL CREDIT BULLETS | Monday, 15 July 2024
US – September cut in sightInflation surprised to the downside last week, as headline prices fell by -0.1% MoM and...
Keep readingJuly 8, 2024
GLOBAL CREDIT BULLETS | Monday, 8 July 2024
France – Hung parliament but extremes avoidedThe left-wing NFP alliance surprisingly won the second round of French elections with 182...
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July 4, 2024
Mid-Year Updates 2024 | Equity: themes for the future.
Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability,...
Keep readingJuly 3, 2024
GLOBAL EQUITY BULLETS | Wednesday, 3 July 2024
European Banks – Attractive despite challenging political backdropRecent events have reminded the market that 2024 is the ‘year of elections’...
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