June 12, 2023
GLOBAL CREDIT BULLETS | Monday, 12 June 2023
Fed Preview – On knife’s edgeThe Fed is likely to hold rates on pause this week, after raising them 500bps...
Lesen Sie weiterInsights
All
ESG & Policy Research
Monthly Commentaries
The Algebris Bullet
The Green Leaf
Market Views
Green Transition Fund
Podcasts & Videos
June 5, 2023
May 2023
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 5 June 2023
Fed – None the wiser The US labour market data last week presented a mixed picture. While NFP/ADP employment and...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
June 1, 2023
Responsible Investing | How to integrate climate considerations in financial analysis
How can we evaluate if an investment is responsible from an environmental standpoint? What impact can a company have on...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
May 30, 2023
Around the world in five minutes
The global economy is slowing down. What does this mean for markets and investments? In Asia, China’s reopening is proceeding...
Lesen Sie weiterMay 29, 2023
GLOBAL CREDIT BULLETS | Monday, 29 May 2023
US debt ceiling – Deal in reachOver the weekend, Republican leadership found an agreement in principle with the Democratic administration...
Lesen Sie weiterMay 22, 2023
GLOBAL CREDIT BULLETS | Monday, 22 May 2023
China – Weaker data, weaker currencyChina’s data is slowing, as weaker PMIs, credit data and inflation disappoint the reopening narrative...
Lesen Sie weiterMay 15, 2023
GLOBAL CREDIT BULLETS | Monday, 15 May 2023
US debt ceiling – Showtime.The deadline for an agreement on the US debt ceiling approaches, with Republicans and Democrats in...
Lesen Sie weiterMay 9, 2023
April 2023
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterMay 8, 2023
GLOBAL CREDIT BULLETS | Monday, 8 May 2023
US Regional Banks – More volatilityUS regional banks remain under pressure. Post First Republic resolution, other (smaller) names in the...
Lesen Sie weiterMay 2, 2023
GLOBAL CREDIT BULLETS | Tuesday, 2 May 2023
First Republic – A solution, at lastOver the weekend, JP Morgan won an auction, coordinated by the FDIC, to take...
Lesen Sie weiterMarket ViewsESG & Policy ResearchPodcasts & Videos
April 28, 2023
The Reform of EU Fiscal Rules
Step Forward with a Missed Opportunity On 27th April, the European Commission published the long-awaited final draft for a proposal...
Lesen Sie weiter