June 14, 2021
GLOBAL CREDIT BULLETS | Monday, 14th June 2021
US Data and FOMC Preview – Inflation, not as transitory as it may seem.Last week’s US inflation data came in...
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June 11, 2021
Ahead of the Curve | Friday, 11th June 2021
Inflation surging in the US on the back of labor shortages – with rates market shrugging off for now.In the...
Lesen Sie weiterJune 7, 2021
GLOBAL CREDIT BULLETS | Monday, 7th June 2021
G7 – Fighting global tax elusion.Over the weekend, the G7 nations agreed to impose a minimum corporate tax rate of...
Lesen Sie weiterMay 31, 2021
GLOBAL CREDIT BULLETS | Monday, 31st May 2021
Central Banks – Some are taking the punch bowl away.The Reserve Bank of New Zealand was the latest central bank...
Lesen Sie weiterMay 28, 2021
Ahead of the Curve | Friday, 28th May 2021
European banks – another strong quarter supports continued share outperformance.European bank earnings season is now complete – and it is...
Lesen Sie weiterMay 24, 2021
GLOBAL CREDIT BULLETS | Monday, 24th May, 2021
PMI data confirms strong European recovery.Strong PMI data last week brought business optimism to new highs and confirmed Europe’s accelerating...
Lesen Sie weiterMay 17, 2021
GLOBAL CREDIT BULLETS | Monday, 17th May 2021
Covid-19 – Cases on the rise in Asia.While India remains the global Covid epicentre, more Asian countries are also struggling...
Lesen Sie weiterMay 12, 2021
Growth correction – is inflation around the corner?
Commodity prices, inflation break-evens and nominal yield curves are rising. Central banks have calmed markets down so far, arguing that...
Lesen Sie weiterMay 11, 2021
Central bank policy impact on banks
Central bank monetary policy has lifted asset prices but reduced yields on most market-based instruments. The impact of this, combined...
Lesen Sie weiterMay 10, 2021
GLOBAL CREDIT BULLETS | Monday, 10th May 2021
Positioning for a more volatile 2H21.We expect volatility to rise over the coming months, potentially triggered by near-peak economic momentum,...
Lesen Sie weiterMay 7, 2021
Ahead of the Curve | Friday, 7th May 2021
Strong start to earnings season – European banks beating once again EU Recovery Fund nearing implementation – Euro bond issuance...
Lesen Sie weiterMay 3, 2021
GLOBAL CREDIT BULLETS | Monday, 3rd May 2021
Vaccine rollout – Europe accelerates as supply increases.Europe is catching up fast on vaccination speed since the start of Q2,...
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