March 1, 2021
GLOBAL CREDIT BULLETS | Monday, 1st March 2021
Rates – No Capitulation of Risk Markets yet.Last week’s moves in rates markets were strong, but a capitulation of risk...
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February 26, 2021
Ahead of the curve | Friday, 26th February
News from financial equity. Global interest rates on the rise.It started with rising inflation expectations, but real interest rates are...
Lesen Sie weiterFebruary 22, 2021
GLOBAL CREDIT BULLETS | Monday, 22nd February 2021
Rates – Time to watch out. For investors, it is time to take the move in rates more seriously. YTD,...
Lesen Sie weiterFebruary 15, 2021
GLOBAL CREDIT BULLETS | Monday, 15th February 2021
Rate markets – The US vs The RoW.We believe more 2021 US stimulus will cause Treasuries to continue widening gradually....
Lesen Sie weiterFebruary 12, 2021
Ahead of the curve | Friday, 12th February 2021
News from financial equity. Reflation Picking up Steam.With yield curves at the steepest levels in 4 years and inflation breakevens...
Lesen Sie weiterFebruary 8, 2021
GLOBAL CREDIT BULLETS | Monday 8th February 2021
The US, China and the vaccine rollout.Recent macro data from the US and China appears encouraging, showing a modest recovery...
Lesen Sie weiterFebruary 1, 2021
CFA UK: Alberto Gallo on The New Bond Vigilantes
What can investors do to navigate in an environment where yields and returns are extremely low? Alberto Gallo, Portfolio Manager,...
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 1st February 2021
The US – Economic Recovery is Slowing.The FED acknowledged that the pace of the economic recovery is slowing, with weakness...
Lesen Sie weiterJanuary 25, 2021
GLOBAL CREDIT BULLETS | Monday, 25th January 2021
The US – No Early Exit from Stimulus.Federal Reserve officials in recent weeks have affirmed they see no imminent change...
Lesen Sie weiterJanuary 18, 2021
GLOBAL CREDIT BULLETS | Monday, 18th January 2021
US Stimulus – The American Rescue Plan. President-elect Biden unveiled his $1.9tn (8.6 % GDP) ‘Phase V’ stimulus package on...
Lesen Sie weiterJanuary 11, 2021
GLOBAL CREDIT BULLETS | Monday, 11th January 2021
Blue Wave.The Democrats’ win in the Georgia run-off election cemented the party’s majority in the US Senate and House of...
Lesen Sie weiterDecember 21, 2020
GLOBAL CREDIT BULLETS | Monday, 21st December 2020
Virus – Never a break. During the weekend, the UK has imposed stricter restrictions due to a sudden surge in...
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