November 13, 2023
GLOBAL CREDIT BULLETS | Monday, 13 November 2023
US – Focus on CPI and Retail SalesThis week offers key data to shape the path for rates and monetary...
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November 6, 2023
GLOBAL CREDIT BULLETS | Monday, 6 November 2023
US Economy – From strong to weakUS data slowed last week, following a very strong Q3 GDP print at 4.9%,...
Keep readingOctober 30, 2023
GLOBAL CREDIT BULLETS | Monday, 30 October 2023
US – Focus on data while Fed on holdThe Fed will likely keep rates unchanged at Wednesday’s meeting and, without...
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GLOBAL CREDIT BULLETS | Monday, 23 October 2023
US – Cautious Fed means steeper curvesLast week, Powell indicated that the Fed will be on hold at the upcoming...
Keep readingOctober 16, 2023
GLOBAL CREDIT BULLETS | Monday, 16 October 2023
Middle East – Geopolitical risks on the riseGeopolitical risks are back in focus as Israel-Gaza tensions quickly erupted in a...
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October 11, 2023
Responsible Investing | Finding opportunities in fixed income
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
Keep readingOctober 9, 2023
GLOBAL CREDIT BULLETS | Monday, 9 October 2023
US Economy – Labour market remains strongFriday’s NFP print showed that 336k jobs were added in September, against a survey...
Keep readingOctober 2, 2023
GLOBAL CREDIT BULLETS | Monday, 2 October 2023
Italy – Mind the spreadDeficit projections rose last week from 4.5% to 5.3% of GDP for 2023, and from 3.7%...
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September 26, 2023
China, Europe, USA: a view on fixed income
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
Keep readingSeptember 25, 2023
GLOBAL CREDIT BULLETS | Monday, 25 September 2023
Fed – Higher for longer, yet againThe Fed held rates unchanged as expected, but surprised markets with hawkish projections. The...
Keep readingSeptember 18, 2023
GLOBAL CREDIT BULLETS | Monday, 18 September 2023
Fed Preview – Hawkish HoldThe Fed is expected to hold rates steady at 5.5% this Wednesday, but to maintain a...
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GLOBAL CREDIT BULLETS | Monday, 11 September 2023
ECB – One and doneThe ECB is likely to deliver the last hike of its cycle on the 14th of...
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