October 9, 2023
GLOBAL CREDIT BULLETS | Monday, 9 October 2023
US Economy – Labour market remains strongFriday’s NFP print showed that 336k jobs were added in September, against a survey...
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October 2, 2023
GLOBAL CREDIT BULLETS | Monday, 2 October 2023
Italy – Mind the spreadDeficit projections rose last week from 4.5% to 5.3% of GDP for 2023, and from 3.7%...
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September 26, 2023
China, Europe, USA: a view on fixed income
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
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GLOBAL CREDIT BULLETS | Monday, 25 September 2023
Fed – Higher for longer, yet againThe Fed held rates unchanged as expected, but surprised markets with hawkish projections. The...
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Clean Alpha | Money for nothing?
Download The energy transition requires massive investments in a very short timeframe. This poses a short-term challenge to renewable companies...
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GLOBAL CREDIT BULLETS | Monday, 18 September 2023
Fed Preview – Hawkish HoldThe Fed is expected to hold rates steady at 5.5% this Wednesday, but to maintain a...
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Italy: Eyes on the Budget Update
On September 27th, the Italian government will publish the annual update to the 2023 budget (NADEF). This update is likely...
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GLOBAL CREDIT BULLETS | Monday, 11 September 2023
ECB – One and doneThe ECB is likely to deliver the last hike of its cycle on the 14th of...
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August 2023
Economic and investment highlights Economic, politics and markets
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GLOBAL CREDIT BULLETS | Monday, 4 September 2023
US – Labour markets loosen furtherThe US labour market showed ongoing signs of loosening last week, with the unemployment rising...
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GLOBAL CREDIT BULLETS | Monday, 28 August 2023
Jackson Hole – Balanced toneAt Jackson Hole, the tone from global central bankers was balanced. All in, the event did...
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