July 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,...
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June 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...
Keep readingGLOBAL CREDIT BULLETS | Monday, 14th June 2021
US Data and FOMC Preview – Inflation, not as transitory as it may seem.Last week’s US inflation data came in...
Keep readingJune 11, 2021
Ahead of the Curve | Friday, 11th June 2021
Inflation surging in the US on the back of labor shortages – with rates market shrugging off for now.In the...
Keep readingJune 7, 2021
ESG – taking action for positive change – Silvia Merler
ESG is front-of-mind across many industries, with the financial services sector demonstrating innovation and commitment to adopting the appropriate approach....
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