July 9, 2021
Ahead of the Curve | Friday, 9th July 2021
US 10-Year Treasury yields fall as Delta variant concerns emerge, creating volatility and opportunity.Emerging concerns over the Delta variant have...
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July 8, 2021
June 2021
Central Bank action and market reaction dominated the month. Fed and ECB maintained dovish stance despite strong inflation prints in...
Keep readingJuly 5, 2021
GLOBAL CREDIT BULLETS | Monday 5th July 2021
US data – Strong but not enough.US June payrolls came in relatively strong, with 850k jobs added vs 720k expected. Most...
Keep readingJuly 2, 2021
The Silver Bullet | Last Dance in Paradise City
“When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing,...
Keep readingJune 30, 2021
Non-performing loans – relevance in the current investing environment
What is an NPL? Why are banks selling them at the moment? What are the opportunities, timeline, liquidity and the...
Keep readingJune 28, 2021
GLOBAL CREDIT BULLETS | Monday, 28th June 2021
US infrastructure plan – building America again.President Biden announced last Thursday a bipartisan deal for a infrastructure plan just shy...
Keep readingJune 25, 2021
Ahead of the Curve | Friday, 25th June 2021
Curve flattening post hawkish Fed meeting – but fundamentals to point to higher yields.There was a powerful move in global...
Keep readingJune 24, 2021
Comparing the US and Eurozone post-Covid labour markets
A comparison of Beveridge curves in the Eurozone and the US shows how, while in Euro countries a return to...
Keep readingJune 23, 2021
Is the US Approaching a Wage-Price Spiral? It’s Still Too Early to Tell
The US is bouncing back strongly from the Covid-driven recession, as vaccination rate climbs and states reopen their economies. With...
Keep readingJune 22, 2021
H1 almost over; what might H2 bring? – Douglas Branson, Alberto Gallo
As we head towards the end of the first half of the year with improved sentiment, strong macro data and...
Keep readingJune 21, 2021
GLOBAL CREDIT BULLETS | Monday, 21st June 2021
Fed – Expecting inflation to remain above 2% until 2023.The Fed surprised markets by bringing forward its guidance for rate...
Keep readingJune 14, 2021
The Pandemic Revolution: Macroeconomics in the Post-Covid World
Like for the 2008 financial crisis, the Covid pandemic has shown that the current economic system based on limited liability...
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