July 4, 2022
GLOBAL CREDIT BULLETS | Monday, 4th July 2022
Markets – Emerging valueJune closed the first half of the year with a volatile touch. The month has been one...
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June 27, 2022
GLOBAL CREDIT BULLETS | Monday, 27th June 2022
Data – Turning south.This week, market focus turned quickly on chances and depth of an economic slowdown. In Europe, June...
Lesen Sie weiterJune 20, 2022
GLOBAL CREDIT BULLETS | Monday, 20th June 2022
ECB – A line in the sand. Last week, the European Central Bank called an emergency meeting to discuss measures...
Lesen Sie weiterJune 13, 2022
GLOBAL CREDIT BULLETS | Monday, 13th June 2022
ECB – Regime shift.The ECB formalized its hawkish turn (partially anticipated by interviews of MPC members over the past few...
Lesen Sie weiterJune 6, 2022
GLOBAL CREDIT BULLETS | Monday, 6th June 2022
Europe – Inflation data pave the way for the hawks.May inflation data have surprised on the upside last week, paving...
Lesen Sie weiterMay 30, 2022
GLOBAL CREDIT BULLETS | Monday, 30th May 2022
China – Premier Li signals upcoming stimulusLast week, Premier Li hosted a conference attended by over a 100 thousand government...
Lesen Sie weiterMay 23, 2022
GLOBAL CREDIT BULLETS | Monday, 23rd May 2022
China stimulus – Baby steps are better than nothing.Last week, China’s PBOC cut the 5-year Loan Prime Rate from 4.6%...
Lesen Sie weiterMay 9, 2022
GLOBAL CREDIT BULLETS | Monday, 9th May 2022
The Fed: inflation over growth.The Federal Reserve raised rates by 50bps and signaled the start of their balance sheet reduction...
Lesen Sie weiterMay 2, 2022
GLOBAL CREDIT BULLETS | Monday, 2nd May 2022
Fed – Brace for larger hikes.This week, the Fed is set to lift off rates for the second time this...
Lesen Sie weiterApril 28, 2022
Investors’ Corner | Thursday, 28th April 2022
Are all investors on the same page? Well, only in the sense that they are having to make quite big...
Lesen Sie weiterApril 22, 2022
Is a Recession Coming? What Economic and Financial Market Data Are Telling Us Respectively
With the Russia-Ukraine war triggering a commodity price shock and the Fed on a hawkish tightening path to tame inflation,...
Lesen Sie weiterApril 19, 2022
GLOBAL CREDIT BULLETS | Tuesday, 19th April 2022
ECB – Behind the curve.The ECB meeting last Thursday came out more dovish than expected. Updates on the policy front...
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