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April 28, 2023
The Reform of EU Fiscal Rules
Step Forward with a Missed Opportunity On 27th April, the European Commission published the long-awaited final draft for a proposal...
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April 24, 2023
GLOBAL CREDIT BULLETS | Monday, 24 April 2023
Macro data – Mixed signalsEconomic data in April continue to give mixed signals, with manufacturing cooling quickly in US and...
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April 17, 2023
What I learnt in the USA
While the US banking crisis seems now contained, it is likely small and medium-sized US banks will experience a new...
Keep readingGLOBAL CREDIT BULLETS | Monday, 17 April 2023
US – One and DoneThe Fed is likely to hike one last time in May, and then go on hold...
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April 13, 2023
Responsible Investing | What it is and how the regulatory framework evolved
Responsible investing, green transition, ESG: what exactly do they mean? What rules must the players in the sector follow and...
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March 2023
Economic and investment highlights Economic, politics and markets
Keep readingGLOBAL CREDIT BULLETS | Tuesday, 11 April 2023
US Data – Loosening up.Last week’s US data painted an increasingly dovish picture. The manufacturing and service ISM surveys fell...
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GLOBAL CREDIT BULLETS | Monday, 3 April 2023
Euro inflation – Base effects kicking in but core still higherEurozone headline inflation fell to 6.9% YoY from 8.5% last...
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GLOBAL CREDIT BULLETS | Tuesday, 28 March 2023
AT1s – Don’t write down the asset class. The write-down of Credit Suisse subordinated bonds triggered a volatile week for AT1s....
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March 24, 2023
European banks are safe
The past week has seen increasing concern about the health of the banking sector. Following the rescue of Credit Suisse,...
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GLOBAL CREDIT BULLETS | Tuesday, 21 March 2023
Markets – Slowdown but no credit stressOver the past week, volatility in global markets massively picked up again, following stress...
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The Curious Incident of Credit Suisse AT1
Why a policy mistake should not spell doom for the asset class Download Following a week of market turmoil and...
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