October 2, 2023
GLOBAL CREDIT BULLETS | Monday, 2 October 2023
Italy – Mind the spreadDeficit projections rose last week from 4.5% to 5.3% of GDP for 2023, and from 3.7%...
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September 26, 2023
China, Europe, USA: a view on fixed income
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
Lesen Sie weiterSeptember 25, 2023
GLOBAL CREDIT BULLETS | Monday, 25 September 2023
Fed – Higher for longer, yet againThe Fed held rates unchanged as expected, but surprised markets with hawkish projections. The...
Lesen Sie weiterSeptember 21, 2023
Clean Alpha | Money for nothing?
Download The energy transition requires massive investments in a very short timeframe. This poses a short-term challenge to renewable companies...
Lesen Sie weiterSeptember 18, 2023
GLOBAL CREDIT BULLETS | Monday, 18 September 2023
Fed Preview – Hawkish HoldThe Fed is expected to hold rates steady at 5.5% this Wednesday, but to maintain a...
Lesen Sie weiterSeptember 14, 2023
Italy: Eyes on the Budget Update
On September 27th, the Italian government will publish the annual update to the 2023 budget (NADEF). This update is likely...
Lesen Sie weiterSeptember 11, 2023
GLOBAL CREDIT BULLETS | Monday, 11 September 2023
ECB – One and doneThe ECB is likely to deliver the last hike of its cycle on the 14th of...
Lesen Sie weiterSeptember 10, 2023
August 2023
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterSeptember 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 weiterAugust 28, 2023
GLOBAL CREDIT BULLETS | Monday, 28 August 2023
Jackson Hole – Balanced toneAt Jackson Hole, the tone from global central bankers was balanced. All in, the event did...
Lesen Sie weiterAugust 10, 2023
July 2023
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterJuly 31, 2023
GLOBAL CREDIT BULLETS | Monday, 31 July 2023
Fed – Meeting by meetingThe Federal Reserve hiked interest rates by 25bp at its July meeting, in line with expectations,...
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