September 4, 2023
GLOBAL CREDIT BULLETS | Monday, 4 September 2023
US – Labour markets loosen furtherThe US labour market showed ongoing signs of loosening last week, with the unemployment rising...
Lesen Sie weiterSeptember 4, 2023
US – Labour markets loosen furtherThe US labour market showed ongoing signs of loosening last week, with the unemployment rising...
Lesen Sie weiterAugust 28, 2023
Jackson Hole – Balanced toneAt Jackson Hole, the tone from global central bankers was balanced. All in, the event did...
Lesen Sie weiterJuly 31, 2023
Fed – Meeting by meetingThe Federal Reserve hiked interest rates by 25bp at its July meeting, in line with expectations,...
Lesen Sie weiterJuly 27, 2023
The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and...
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July 24, 2023
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
Lesen Sie weiterFed & ECB Preview – Maintaining a tightening biasThe Fed will likely hike rates by another 25bp on Wednesday, bringing...
Lesen Sie weiterJuly 19, 2023
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
Lesen Sie weiterJuly 17, 2023
US inflation – All the way downUS CPI for June was recorded at 0.2% m/m and 3% y/y, the lowest...
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July 12, 2023
We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...
Lesen Sie weiterJuly 10, 2023
China – Weak momentum continuesChina’s Caixin PMI’s fell last week by 3.1 points to 52.5, extending the ongoing decline in...
Lesen Sie weiterJuly 4, 2023
US Data – Leading the way upThe US economy continues to defy gravity and once again surprised last week with...
Lesen Sie weiterJune 26, 2023
Europe – All eyes on Sintra (and CPI).This week, central bankers are meeting in Sintra to discuss the inflation outlook...
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