July 17, 2023
GLOBAL CREDIT BULLETS | Monday, 17 July 2023
US inflation – All the way downUS CPI for June was recorded at 0.2% m/m and 3% y/y, the lowest...
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July 12, 2023
Responsible Investing | Finding opportunities in equity
We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...
Keep readingJuly 10, 2023
GLOBAL CREDIT BULLETS | Monday, 10 July 2023
China – Weak momentum continuesChina’s Caixin PMI’s fell last week by 3.1 points to 52.5, extending the ongoing decline in...
Keep readingJuly 6, 2023
June 2023
Economic and investment highlights Economic, politics and markets
Keep readingJuly 4, 2023
GLOBAL CREDIT BULLETS | Tuesday, 4 July 2023
US Data – Leading the way upThe US economy continues to defy gravity and once again surprised last week with...
Keep readingJune 26, 2023
GLOBAL CREDIT BULLETS | Monday, 26 June 2023
Europe – All eyes on Sintra (and CPI).This week, central bankers are meeting in Sintra to discuss the inflation outlook...
Keep readingJune 19, 2023
GLOBAL CREDIT BULLETS | Monday, 19 June 2023
Fed – Hawkish talk, dovish actionThe Federal Reserve maintained policy rates unchanged at 5-5.25% at its June meeting, for the...
Keep readingJune 12, 2023
GLOBAL CREDIT BULLETS | Monday, 12 June 2023
Fed Preview – On knife’s edgeThe Fed is likely to hold rates on pause this week, after raising them 500bps...
Keep readingJune 5, 2023
May 2023
Economic and investment highlights Economic, politics and markets
Keep readingGLOBAL CREDIT BULLETS | Monday, 5 June 2023
Fed – None the wiser The US labour market data last week presented a mixed picture. While NFP/ADP employment and...
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June 1, 2023
Responsible Investing | How to integrate climate considerations in financial analysis
How can we evaluate if an investment is responsible from an environmental standpoint? What impact can a company have on...
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May 30, 2023
Around the world in five minutes
The global economy is slowing down. What does this mean for markets and investments? In Asia, China’s reopening is proceeding...
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