January 13, 2025
GLOBAL CREDIT BULLETS | Monday, 13 January 2025
In the US, Friday’s job data surprised strongly to the upside, as 256k new jobs were added versus a 165k...
Keep readingJanuary 13, 2025
In the US, Friday’s job data surprised strongly to the upside, as 256k new jobs were added versus a 165k...
Keep readingJanuary 7, 2025
This year’s first quarter will be driven by US politics, economic data and global geopolitics. Also, a look at the...
Keep readingDecember 23, 2024
The Federal Reserve turned hawkish at its December meeting. Also, a look at the first quarter of 2025. Fed –...
Keep readingDecember 16, 2024
The Fed will likely cut rates by 25 basis points to 4.5% this week, as recent economic data has been...
Keep readingDecember 12, 2024
2024 was an exceptional year for global financials, driven by political events like elections in India, France, and the US,...
Keep readingDecember 10, 2024
For 2025, key themes are quality, focus, and selectivity. In the US, opportunities lie beyond the “Magnificent Seven” amid narrowing...
Keep readingDecember 9, 2024
The US added 227k jobs in November, in line with expectations of 220k, as employees returned from strikes and weather...
Keep readingDecember 4, 2024
The 2025 macroeconomic landscape will be shaped by U.S. policy uncertainty following Trump’s return to the presidency. Fiscal expansion, trade...
Keep readingDecember 2, 2024
In France, political turmoil continues as the government struggles to approve a budget. Also, a look at US macro data....
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
November 25, 2024
In the US markets, caution is advised, although the appointment of Scott Bessent as Treasury Secretary is seen as a...
Keep readingNotifications