May 16, 2022
GLOBAL CREDIT BULLETS | Monday, 16th May 2022
Us inflation: persistent.April inflation at 8.3% marked a slow down vs March’s at 8.5%. However, the April print was still...
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May 10, 2022
April 2022
Economic and investment highlights Economic, politics and markets Inflation and yields continued to rally in April. Bond and equity markets...
Lesen Sie weiterMay 9, 2022
GLOBAL CREDIT BULLETS | Monday, 9th May 2022
The Fed: inflation over growth.The Federal Reserve raised rates by 50bps and signaled the start of their balance sheet reduction...
Lesen Sie weiterMay 5, 2022
Wartime Economics
Wars are symptoms of broader trends. WWI marked the end of the globalization started with the industrial revolution, and WWII...
Lesen Sie weiterMay 2, 2022
GLOBAL CREDIT BULLETS | Monday, 2nd May 2022
Fed – Brace for larger hikes.This week, the Fed is set to lift off rates for the second time this...
Lesen Sie weiterApril 28, 2022
Investors’ Corner | Thursday, 28th April 2022
Are all investors on the same page? Well, only in the sense that they are having to make quite big...
Lesen Sie weiterApril 25, 2022
GLOBAL CREDIT BULLETS | Monday, 25th April 2022
France elections – Tail risks removed. The second round of French Presidential elections ended with a comfortable win by Macron....
Lesen Sie weiterApril 22, 2022
Is a Recession Coming? What Economic and Financial Market Data Are Telling Us Respectively
With the Russia-Ukraine war triggering a commodity price shock and the Fed on a hawkish tightening path to tame inflation,...
Lesen Sie weiterApril 19, 2022
GLOBAL CREDIT BULLETS | Tuesday, 19th April 2022
ECB – Behind the curve.The ECB meeting last Thursday came out more dovish than expected. Updates on the policy front...
Lesen Sie weiterApril 15, 2022
Rouble Trouble: why the new Russian gas payment scheme matters.
In a Decree signed on March 31st, Russia’s president Putin ordered that payment for the supply of Russian gas to...
Lesen Sie weiterApril 12, 2022
The Algebris Bullet | Wartime Economics
Download It’s a victory when the weapons fall silent and people speak up. Volodymyr Zelensky In history, wars have been...
Lesen Sie weiterMarch 2022
Economic and investment highlights Economic, politics and markets Risk-off in response to Russia’s invasion of Ukraine quickly gave way to...
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