December 20, 2021
GLOBAL CREDIT BULLETS | Monday, 20th December 2021
Central banks – Hawkish tilt.This week, major central banks recognized inflationary risks and turned their tone more hawkish. In the...
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December 13, 2021
GLOBAL CREDIT BULLETS | Monday, 13th December 2021
Central banks week – Tentative hawkishThis week, a flurry of central banks will give some hawkish signs, and the divergence...
Lesen Sie weiterDecember 10, 2021
Ahead of the Curve | Friday, 10th December 2021
Omicron variant causes short-term market wobblesWhile the Financial sector was predictably weak following the Omicron discovery, and uncertainty remains surrounding...
Lesen Sie weiterDecember 6, 2021
GLOBAL CREDIT BULLETS | Monday, 6th December 2021
Omicron – Surely faster, maybe milder.The past week has been characterized by fears on the omicron variant. Information is very...
Lesen Sie weiterNovember 29, 2021
GLOBAL CREDIT BULLETS | Monday, 29th November 2021
Covid – New strain fearsOn Friday, panic hit markets as a new Covid strain was found in South Africa. The...
Lesen Sie weiterNovember 22, 2021
GLOBAL CREDIT BULLETS | Monday, 22nd November 2021
Fed – waiting for new chairmanThis week, the White House will likely announce the new chairman of the Federal Reserves....
Lesen Sie weiterNovember 19, 2021
Ahead of the Curve | Friday, 19th November 2021
Commerzbank in the sweet spot with rising inflation and cost executionCommerzbank has underperformed the European bank index by 10% since...
Lesen Sie weiterNovember 16, 2021
COP26: What you need to know
As the United Nation’s COP26 conference has come to an end, here is a short summary of the key takeaways...
Lesen Sie weiterNovember 15, 2021
GLOBAL CREDIT BULLETS | Monday, 15th November 2021
Inflation – No gravityUS inflation data continue to accelerate. In October, the CPI basket increased 0.9% on a monthly basis...
Lesen Sie weiterNovember 8, 2021
GLOBAL CREDIT BULLETS | Monday, 8th November 2021
Fed – taper onLast Wednesday, the Fed announced the beginning of QE tapering, as largely anticipated. Purchases will be reduced...
Lesen Sie weiterNovember 5, 2021
Ahead of the Curve | Friday, 5th November 2021
European Bank earnings – shaping up to be the fifth quarter in a row of big beatsEarnings for the European...
Lesen Sie weiterNovember 1, 2021
GLOBAL CREDIT BULLETS | Monday, 1st November 2021
ECB – Behind the curve.At the October meeting, the ECB looked way behind the curve. While the statement was uneventful,...
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