February 8, 2024
January 2024
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February 5, 2024
GLOBAL CREDIT BULLETS | Monday, 5 February 2024
Fed – Habemus cuts (just not in March)The Fed delivered a balanced message in their meeting last week, acknowledging the...
Keep readingJanuary 30, 2024
Clean Alpha | EU clean-tech companies face a tough choice
Download Is the EU, often seen as a pioneer in leading the sustainable transition, at risk of losing ground? Meyer...
Keep readingJanuary 29, 2024
GLOBAL CREDIT BULLETS | Monday, 29 January 2024
ECB – Data-dependent, not date-dependentThe ECB held rates on Thursday as expected, but Lagarde surprised markets dovishly by pointing to...
Keep readingJanuary 22, 2024
GLOBAL CREDIT BULLETS | Monday, 22 January 2024
Central banks – Cut it deep but not that soonThe central theme of 2024 is the amount and timing of...
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January 19, 2024
Davos 2024: Key Takeaways
Over the past few days at the World Economic Forum in Davos, one of the most discussed topics has been...
Keep readingJanuary 15, 2024
GLOBAL CREDIT BULLETS | Monday, 15 January 2024
US Economy – Rate-cut pricing extendsDecember CPI rose to 3.4% from 3.1%, firming more than expected and beating the survey...
Keep readingJanuary 8, 2024
GLOBAL CREDIT BULLETS | Monday, 8 January 2024
US Economy – March cut remains pricedThe US added 216k jobs in December, above the 175k forecast, driven by stronger...
Keep readingDecember 22, 2023
The New EU Economic Governance Framework: Raising the stakes on EU Integration.
The agreement on how to reform the Stability and Growth Pact requires a meaningful rethinking of the EU budget. Originally...
Keep readingDecember 18, 2023
GLOBAL CREDIT BULLETS | Monday, 18 December 2023
Fed – Goldilocks unlockedThe Fed surprised markets dovishly last Wednesday, by indicating more cuts in the dot-plot and acknowledging that...
Keep readingDecember 11, 2023
GLOBAL CREDIT BULLETS | Monday, 11 December 2023
US data – Slowing down, but no panic In the US, non-farm payroll data for November came in slightly above...
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