February 13, 2023
GLOBAL CREDIT BULLETS | Monday, 13 February 2023
US – Upside risks to CPIOn Tuesday we’ll see January’s US CPI print, which consensus sees at 6.2% YoY for...
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February 8, 2023
January 2023
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterFebruary 6, 2023
GLOBAL CREDIT BULLETS | Monday, 6 February 2023
ECB – Dovish 50The ECB hiked rates by 50bps to 2.5% on Thursday and guided for another 50bp in March,...
Lesen Sie weiterJanuary 30, 2023
GLOBAL CREDIT BULLETS | Monday, 30 January 2023
Fed – Can’t hold the Hawkish line much longerDespite the recent hawkish tone by Fed officials on the need for...
Lesen Sie weiterJanuary 23, 2023
GLOBAL CREDIT BULLETS | Monday, 23 January 2023
Bank of Japan – Defying the inevitable (for now)The BoJ surprised markets on Wednesday by leaving their yield-curve-control (YCC) policy...
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January 20, 2023
What I learnt in Davos
Some of the key takeaways from the World Economic Forum 2023 in Davos: The resilience of the European Union, unexpected...
Lesen Sie weiterThe Wall Street Journal – Gabriele Foà on Fixed Income
“Declining inflation and slowing economic growth should pave the way for a much better year for bond investors, with credit...
Lesen Sie weiterBloomberg – Algebris CEO on Global Growth, China Reopening
Algebris CEO Davide Serra says that the growth of inflation has peaked and China’s reopening will be crucial for the...
Lesen Sie weiterJanuary 17, 2023
Sustainability: Driver to increase companies’ competitiveness and an investment opportunity
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
Lesen Sie weiterJanuary 16, 2023
GLOBAL CREDIT BULLETS | Monday, 16 January 2023
US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
Lesen Sie weiterJanuary 10, 2023
December 2022
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterJanuary 9, 2023
GLOBAL CREDIT BULLETS | Monday, 9 January 2023
US – Tight labour market remains a headache for the FedLast week showed continued signs of hot labour markets in...
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