January 31, 2022
GLOBAL CREDIT BULLETS | Monday, 31st January 2022
Italy – Uncertainty postponedIn Italy, Sergio Mattarella has been re-elected as President, after one week of political negotiations which failed...
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January 26, 2022
The Silver Bullet | When the Music Stops
Download Tonight, some investors in bitcoin remind me of a ruined gambler who, standing outside the casino at midnight, just...
Keep readingThe Green Leaf | Back to the Future: will the 2020s be the new 1970s?
Download At the ECB’s December press conference, Christine Lagarde announced a considerable revision in the ECB’s inflation forecast – two-third...
Keep readingJanuary 25, 2022
2022: Risks and opportunities in the global economy and markets
Pandemic-related restrictions, extended valuations, inflation expectations, energy prices as well as developments in China and emerging markets: Douglas Branson, Head...
Keep readingJanuary 24, 2022
GLOBAL CREDIT BULLETS | Monday, 24th January 2022
China – Little easing is better than nothing.Concerns on the economy slowdown finally triggered easing by the Chinese authorities. High...
Keep readingJanuary 19, 2022
Investors’ Corner | Wednesday, 19th January 2022
Inflation: What investors need to know The US just printed a 7% y-o-y increase in inflation. Europe is hardly lagging...
Keep readingJanuary 17, 2022
GLOBAL CREDIT BULLETS | Monday, 17th January 2022
US rates – Hawks are in the air.The environment for US rates keeps turning more hawkish. On Wednesday, the December...
Keep readingJanuary 13, 2022
Ahead of the Curve | Thursday, 13th January 2022
2022 Outlook – European Banks in the sweet spot among persistent inflationary pressures.Global interest rates, particularly in the front-end, have...
Keep readingJanuary 11, 2022
December 2021
Economic and investment highlights Economic, politics and markets • December was dominated by the spread of the new variant, Omicron....
Keep readingJanuary 10, 2022
GLOBAL CREDIT BULLETS | Monday, 10th January 2022
Omicron – More cases, less lockdowns.Over holidays, Covid cases exploded globally. The United States now records more than 1 million...
Keep readingDecember 27, 2021
GLOBAL CREDIT BULLETS | Monday, 27th December 2021
Omicron – Christmas relief.Evidence on the Omicron data turned better into year-end. Several studies found reliable evidence that the Oomicron...
Keep readingDecember 21, 2021
EU Fiscal rules: Fit for the future?
Few questions have been as polarizing, in Europe, as that of whether and how the overly complex EU fiscal framework...
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