August 2, 2021
GLOBAL CREDIT BULLETS | Monday, 2nd August 2021
China – The crackdown intensifies.Last week, the Chinese government increased its pressure on private businesses, this time directed towards the...
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July 26, 2021
GLOBAL CREDIT BULLETS | Monday, 26th July 2021
ECB – Lower for longer.The first press conference post the ECB’s strategic review carried little surprise. The ECB changed guidance...
Lesen Sie weiterJuly 23, 2021
Ahead of the Curve | Friday, 23rd July 2021
US bank earnings come in strong – with further signs of accelerating loan growth.With most large US bank earnings now...
Lesen Sie weiterJuly 19, 2021
GLOBAL CREDIT BULLETS | Monday 19th July, 2021
US Treasuries – Defying inflation gravity.US inflation continues to surprise on the upside. The June print displayed a 0.9% monthly...
Lesen Sie weiterJuly 16, 2021
Market Outlook and Review H2/H1 2021 – Simon Peters,Douglas Branson
In this podcast, Simon Peters, Investment Strategist, and Douglas Branson, Head of Business Development review how markets performed in the...
Lesen Sie weiterJuly 12, 2021
GLOBAL CREDIT BULLETS | Monday, 12th July 2021
China – Pre-emptive cuts.This week, China’s PBOC surprised the market by cutting the required reserves requirement by 50bp to 12%...
Lesen Sie weiterJuly 9, 2021
Ahead of the Curve | Friday, 9th July 2021
US 10-Year Treasury yields fall as Delta variant concerns emerge, creating volatility and opportunity.Emerging concerns over the Delta variant have...
Lesen Sie weiterJuly 8, 2021
June 2021
Central Bank action and market reaction dominated the month. Fed and ECB maintained dovish stance despite strong inflation prints in...
Lesen Sie weiterJuly 5, 2021
GLOBAL CREDIT BULLETS | Monday 5th July 2021
US data – Strong but not enough.US June payrolls came in relatively strong, with 850k jobs added vs 720k expected. Most...
Lesen Sie weiterJuly 2, 2021
The Silver Bullet | Last Dance in Paradise City
“When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing,...
Lesen Sie weiterJune 30, 2021
Non-performing loans – relevance in the current investing environment
What is an NPL? Why are banks selling them at the moment? What are the opportunities, timeline, liquidity and the...
Lesen Sie weiterJune 28, 2021
GLOBAL CREDIT BULLETS | Monday, 28th June 2021
US infrastructure plan – building America again.President Biden announced last Thursday a bipartisan deal for a infrastructure plan just shy...
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