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February 15, 2023
Inflation peaked de facto over the last months of 2022. So, what do we think will happen throughout the rest...
Lesen Sie weiterFebruary 13, 2023
US – Upside risks to CPIOn Tuesday we’ll see January’s US CPI print, which consensus sees at 6.2% YoY for...
Lesen Sie weiterFebruary 6, 2023
ECB – Dovish 50The ECB hiked rates by 50bps to 2.5% on Thursday and guided for another 50bp in March,...
Lesen Sie weiterJanuary 30, 2023
Fed – Can’t hold the Hawkish line much longerDespite the recent hawkish tone by Fed officials on the need for...
Lesen Sie weiterJanuary 23, 2023
Bank of Japan – Defying the inevitable (for now)The BoJ surprised markets on Wednesday by leaving their yield-curve-control (YCC) policy...
Lesen Sie weiterJanuary 17, 2023
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
Lesen Sie weiterJanuary 16, 2023
US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
Lesen Sie weiterJanuary 9, 2023
US – Tight labour market remains a headache for the FedLast week showed continued signs of hot labour markets in...
Lesen Sie weiterWe believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
Lesen Sie weiterJanuary 3, 2023
European inflation – Pointing down The first week of 2023 will see the release of December CPI inflation across Europe....
Lesen Sie weiterDecember 27, 2022
Lennart Lengeling, Macro Analyst bei Algebris Investments, erklärt in seinem Jahresausblick, wie sich verschiedene Faktoren im kommenden Jahr auf das...
Lesen Sie weiterDecember 21, 2022
The resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
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