June 25, 2021
Ahead of the Curve | Friday, 25th June 2021
Curve flattening post hawkish Fed meeting – but fundamentals to point to higher yields.There was a powerful move in global...
Lesen Sie weiterInsights
All
ESG & Policy Research
Monthly Commentaries
The Algebris Bullet
The Green Leaf
Market Views
Green Transition Fund
Podcasts & Videos
June 24, 2021
Comparing the US and Eurozone post-Covid labour markets
A comparison of Beveridge curves in the Eurozone and the US shows how, while in Euro countries a return to...
Lesen Sie weiterJune 23, 2021
Is the US Approaching a Wage-Price Spiral? It’s Still Too Early to Tell
The US is bouncing back strongly from the Covid-driven recession, as vaccination rate climbs and states reopen their economies. With...
Lesen Sie weiterJune 22, 2021
H1 almost over; what might H2 bring? – Douglas Branson, Alberto Gallo
As we head towards the end of the first half of the year with improved sentiment, strong macro data and...
Lesen Sie weiterJune 21, 2021
GLOBAL CREDIT BULLETS | Monday, 21st June 2021
Fed – Expecting inflation to remain above 2% until 2023.The Fed surprised markets by bringing forward its guidance for rate...
Lesen Sie weiterJune 14, 2021
The Pandemic Revolution: Macroeconomics in the Post-Covid World
Like for the 2008 financial crisis, the Covid pandemic has shown that the current economic system based on limited liability...
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 14th June 2021
US Data and FOMC Preview – Inflation, not as transitory as it may seem.Last week’s US inflation data came in...
Lesen Sie weiterJune 11, 2021
Ahead of the Curve | Friday, 11th June 2021
Inflation surging in the US on the back of labor shortages – with rates market shrugging off for now.In the...
Lesen Sie weiterJune 7, 2021
ESG – taking action for positive change – Silvia Merler
ESG is front-of-mind across many industries, with the financial services sector demonstrating innovation and commitment to adopting the appropriate approach....
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 7th June 2021
G7 – Fighting global tax elusion.Over the weekend, the G7 nations agreed to impose a minimum corporate tax rate of...
Lesen Sie weiterJune 4, 2021
May 2021
The successful continuation of the vaccine rollout and an easing of lockdown restrictions bolstered sentiment and allowed Europe to bounce...
Lesen Sie weiterMay 31, 2021
GLOBAL CREDIT BULLETS | Monday, 31st May 2021
Central Banks – Some are taking the punch bowl away.The Reserve Bank of New Zealand was the latest central bank...
Lesen Sie weiter