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GLOBAL CREDIT BULLETS | Monday, 10 March 2025
MEGA – Make Europe Great Again In a historic shift, Germany broke free of fiscal shackles last week to announce...
10 March 2025
Keep readingThe sweeping Republican victory in US elections revived the American dream. President Trump would be a positive disruptive force for America. Active fiscal policy and tariffs would boost internal demand, and supply-side economics would provide funding and expand capacity. US macro would undoubtedly benefit, although perhaps at the cost of temporary higher inflation and interest […]
Market Views Credit Global Credit
MEGA – Make Europe Great Again In a historic shift, Germany broke free of fiscal shackles last week to announce...
10 March 2025
Keep readingMarket Views Credit Global Credit
Ukraine – Pivotal moment for Europe Friday’s talks between President Trump and President Zelensky derailed, leaving Europe effectively at a...
3 March 2025
Keep readingThis piece was first published on Bruegel’s website and is available at: Streamlining or hollowing out? The implications of the...
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European Equities outperformance: More Than a Bounce? How reporting season is going: Halfway through the Q4 earnings season, Stoxx 600 Q4 EPS...
26 February 2025
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German Elections – Fiscal Hopes Alive but Cloudy The CDU/CSU under Friedrich Merz won the German elections with 28.5% and...
24 February 2025
Keep readingThis piece was first published on Bruegel’s website and is available at: How to improve the European Union’s sustainable finance framework...
18 February 2025
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Ukraine plan – A US business. Trump initiated direct peace talks with Putin to address the ongoing conflict in Ukraine....
17 February 2025
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US Economics – Few signs of weakness The US economy has proven resilient in yet another round of data releases....
10 February 2025
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Download Over the past decade, malnutrition has emerged as a significant global challenge, bringing with it substantial social consequences. One...
5 February 2025
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US Politics – Trump gets serious Over the weekend, Trump used National Emergency powers to announce 25% tariffs on Mexico/Canada...
3 February 2025
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Trump inauguration – no fireworks yet Donald Trump was inaugurated last Monday as 47th president of the United States. He...
27 January 2025
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