February 3, 2025
GLOBAL CREDIT BULLETS | Monday, 3 February 2025
Over the weekend, Trump used National Emergency powers to announce 25% tariffs on Mexico/Canada and 10% on top of existing...
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January 27, 2025
GLOBAL CREDIT BULLETS | Monday, 27 January 2025
Donald Trump was inaugurated last Monday as 47th president of the United States. Also, a look at Central Banks and...
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January 24, 2025
Davos 2025: Key Takeaways
Returning from the World Economic Forum in Davos, Davide Serra summarises the main points that emerged from the event. There...
Keep readingJanuary 22, 2025
GLOBAL EQUITY BULLETS | Wednesday, 22 January 2025
The Divergence between Concentration and Value in Equity MarketsThe global concentration of equity has become increasingly polarised, with a growing...
Keep readingJanuary 20, 2025
GLOBAL CREDIT BULLETS | Monday, 20 January 2025
Today Trump will be inaugurated as the 47th president. Also, a look at US economics and the Middle East. US...
Keep readingJanuary 15, 2025
Heading into 2025: Selectivity and Focus in Financials, Credit and Equity.
Download PDF Global Credit A selective approach heading into 2025 Watch related video Financials Financial equity: 2025 remains interesting, with...
Keep readingJanuary 13, 2025
GLOBAL CREDIT BULLETS | Monday, 13 January 2025
In the US, Friday’s job data surprised strongly to the upside, as 256k new jobs were added versus a 165k...
Keep readingJanuary 7, 2025
GLOBAL CREDIT BULLETS | Tuesday, 7 January 2025
This year’s first quarter will be driven by US politics, economic data and global geopolitics. Also, a look at the...
Keep readingDecember 23, 2024
GLOBAL CREDIT BULLETS | Monday, 23 December 2024
The Federal Reserve turned hawkish at its December meeting. Also, a look at the first quarter of 2025. Fed –...
Keep readingDecember 16, 2024
GLOBAL CREDIT BULLETS | Monday, 16 December 2024
The Fed will likely cut rates by 25 basis points to 4.5% this week, as recent economic data has been...
Keep readingDecember 12, 2024
Year-end Updates 2024 | A strong year for the Equity of Global Financials
2024 was an exceptional year for global financials, driven by political events like elections in India, France, and the US,...
Keep readingDecember 10, 2024
Year-end Updates 2024 | Keywords for equity in 2025: Quality, focus and selectivity
For 2025, key themes are quality, focus, and selectivity. In the US, opportunities lie beyond the “Magnificent Seven” amid narrowing...
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