January 17, 2022
GLOBAL CREDIT BULLETS | Monday, 17th January 2022
US rates – Hawks are in the air.The environment for US rates keeps turning more hawkish. On Wednesday, the December...
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January 13, 2022
Ahead of the Curve | Thursday, 13th January 2022
2022 Outlook – European Banks in the sweet spot among persistent inflationary pressures.Global interest rates, particularly in the front-end, have...
Lesen Sie weiterJanuary 11, 2022
December 2021
Economic and investment highlights Economic, politics and markets • December was dominated by the spread of the new variant, Omicron....
Lesen Sie weiterJanuary 10, 2022
GLOBAL CREDIT BULLETS | Monday, 10th January 2022
Omicron – More cases, less lockdowns.Over holidays, Covid cases exploded globally. The United States now records more than 1 million...
Lesen Sie weiterDecember 27, 2021
GLOBAL CREDIT BULLETS | Monday, 27th December 2021
Omicron – Christmas relief.Evidence on the Omicron data turned better into year-end. Several studies found reliable evidence that the Oomicron...
Lesen Sie weiterDecember 21, 2021
EU Fiscal rules: Fit for the future?
Few questions have been as polarizing, in Europe, as that of whether and how the overly complex EU fiscal framework...
Lesen Sie weiterDecember 20, 2021
GLOBAL CREDIT BULLETS | Monday, 20th December 2021
Central banks – Hawkish tilt.This week, major central banks recognized inflationary risks and turned their tone more hawkish. In the...
Lesen Sie weiterDecember 13, 2021
GLOBAL CREDIT BULLETS | Monday, 13th December 2021
Central banks week – Tentative hawkishThis week, a flurry of central banks will give some hawkish signs, and the divergence...
Lesen Sie weiterDecember 10, 2021
Ahead of the Curve | Friday, 10th December 2021
Omicron variant causes short-term market wobblesWhile the Financial sector was predictably weak following the Omicron discovery, and uncertainty remains surrounding...
Lesen Sie weiterDecember 6, 2021
November 2021
Economic and investment highlights Economic, politics and markets • The emergence of the Omicron variant roiled markets in the last...
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 6th December 2021
Omicron – Surely faster, maybe milder.The past week has been characterized by fears on the omicron variant. Information is very...
Lesen Sie weiterDecember 2, 2021
How should we quantify the impact of climate change on inflation?
Economic theory tells us that persistent deficits fuel inflation. Does this rule also apply to our biocapacity deficit, defined as...
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