September 17, 2021
Ahead of the Curve | Friday, 17th September
COVID-related inflation pressures subside, but stickier inflation measures continue to riseInflation continues to dominate the market’s attention. There are clear...
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September 13, 2021
GLOBAL CREDIT BULLETS | Monday, 13th September 2021
ECB – The Lady’s not tapering.The ECB September meeting brought about a quite dovish message. Lagarde signalled some reduction in...
Lesen Sie weiterSeptember 6, 2021
GLOBAL CREDIT BULLETS | Monday, 6th September 2021
The Fed’s dovish turn.Recent US data pushed the Fed on a more dovish course. The August jobs report data displayed...
Lesen Sie weiterSeptember 3, 2021
Ahead of the Curve | Friday, 3rd September
Bank equities and Bunds finally diverging.Investing in European bank stocks has often felt like just another way to bet on...
Lesen Sie weiterAugust 9, 2021
GLOBAL CREDIT BULLETS | Monday, 9th August 2021
US jobs – Grinding stronger.The US July jobs report came out pretty strong. NFPs increase 943k, beating 870k consensus, with...
Lesen Sie weiterAugust 6, 2021
Ahead of the Curve | Friday, 6th August 2021
ECB lifts dividend ban – banks poised to return significant amounts of excess capital to shareholders.The ECB finally lifted its...
Lesen Sie weiterAugust 2, 2021
GLOBAL CREDIT BULLETS | Monday, 2nd August 2021
China – The crackdown intensifies.Last week, the Chinese government increased its pressure on private businesses, this time directed towards the...
Lesen Sie weiterJuly 26, 2021
GLOBAL CREDIT BULLETS | Monday, 26th July 2021
ECB – Lower for longer.The first press conference post the ECB’s strategic review carried little surprise. The ECB changed guidance...
Lesen Sie weiterJuly 23, 2021
Ahead of the Curve | Friday, 23rd July 2021
US bank earnings come in strong – with further signs of accelerating loan growth.With most large US bank earnings now...
Lesen Sie weiterJuly 19, 2021
GLOBAL CREDIT BULLETS | Monday 19th July, 2021
US Treasuries – Defying inflation gravity.US inflation continues to surprise on the upside. The June print displayed a 0.9% monthly...
Lesen Sie weiterJuly 12, 2021
GLOBAL CREDIT BULLETS | Monday, 12th July 2021
China – Pre-emptive cuts.This week, China’s PBOC surprised the market by cutting the required reserves requirement by 50bp to 12%...
Lesen Sie weiterJuly 9, 2021
Ahead of the Curve | Friday, 9th July 2021
US 10-Year Treasury yields fall as Delta variant concerns emerge, creating volatility and opportunity.Emerging concerns over the Delta variant have...
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