July 5, 2021
GLOBAL CREDIT BULLETS | Monday 5th July 2021
US data – Strong but not enough.US June payrolls came in relatively strong, with 850k jobs added vs 720k expected. Most...
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June 28, 2021
GLOBAL CREDIT BULLETS | Monday, 28th June 2021
US infrastructure plan – building America again.President Biden announced last Thursday a bipartisan deal for a infrastructure plan just shy...
Lesen Sie weiterJune 25, 2021
Ahead of the Curve | Friday, 25th June 2021
Curve flattening post hawkish Fed meeting – but fundamentals to point to higher yields.There was a powerful move in global...
Lesen Sie weiterJune 21, 2021
GLOBAL CREDIT BULLETS | Monday, 21st June 2021
Fed – Expecting inflation to remain above 2% until 2023.The Fed surprised markets by bringing forward its guidance for rate...
Lesen Sie weiterJune 14, 2021
The Pandemic Revolution: Macroeconomics in the Post-Covid World
Like for the 2008 financial crisis, the Covid pandemic has shown that the current economic system based on limited liability...
Lesen Sie weiterGLOBAL 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...
Lesen Sie weiterJune 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...
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