October 25, 2021
GLOBAL CREDIT BULLETS | Monday, 25th October 2021
UK – stagflation getting realSeptember UK inflation remained elevated, with the print delivering a 0.3% monthly increase and 3.1% annual...
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October 20, 2021
A Risk of Wage-Price Spiral? Comparison Between the US and Eurozone Labour Markets
Among mounting talks of stagflation and the risk of shifts in inflation regimes, we update our comparison of US and...
Lesen Sie weiterOctober 18, 2021
The Green Leaf | The Dawn of Climate Inflation?
Download Had the CPI included the cost of paying for our growing CO2 emissions the price level today would be...
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 18th October 2021
US inflation – less and less transitoryUS inflation data for September remain strong. Headline inflation stays at 5.4% yoy, the...
Lesen Sie weiterOctober 15, 2021
Ahead of the Curve | Friday, 15th October 2021
Stagflation fears rising despite resilient demandRising inflation expectations amidst what is likely to be peak growth acceleration coming out of...
Lesen Sie weiterOctober 11, 2021
GLOBAL CREDIT BULLETS | Monday, 11th October 2021
Global growth – clouds at the horizonA few clouds darken the horizon for global growth. On the supply side, bottlenecks...
Lesen Sie weiterOctober 8, 2021
September 2021
Economic and investment highlights Economic, politics and markets In September, market volatility increased and risk asset prices weakened, due to...
Lesen Sie weiterOctober 4, 2021
GLOBAL CREDIT BULLETS | Monday, 4th October 2021
Energy crisis – stocking up for the winterA deep energy crisis is adding to the list of supply bottlenecks. Production...
Lesen Sie weiterOctober 1, 2021
Ahead of the Curve | Friday, 1st October 2021
Bank stocks in focus as central banks turn hawkish.Last week saw a hawkish inflection from two major central banks with...
Lesen Sie weiterSeptember 30, 2021
Bundestagswahlen: Die Bilanz
Nach einem knappen Wahlergebnis steht Deutschland nun vor einer langen Koalitionsverhandlungsphase. Wie auch immer die Verhandlungen ausgehen, ist es unwahrscheinlich...
Lesen Sie weiterSeptember 28, 2021
Post-summer; macro, inflation & China in focus – Douglas Branson and Alberto Gallo
After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments...
Lesen Sie weiterSeptember 27, 2021
GLOBAL CREDIT BULLETS | Monday, 27th September 2021
German elections – Too close to callSPD won German elections with 25.7%, in line with polls and 5 %-points better...
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