December 2, 2024
GLOBAL CREDIT BULLETS | Monday, 2 December 2024
In France, political turmoil continues as the government struggles to approve a budget. Also, a look at US macro data....
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November 25, 2024
Lessons learned in three weeks around the world
In the US markets, caution is advised, although the appointment of Scott Bessent as Treasury Secretary is seen as a...
Keep readingGLOBAL CREDIT BULLETS | Monday, 25 November 2024
European PMIs dropped strongly post US elections, as the composite PMI fell from 50 to 48.1. Also, a look at...
Keep readingNovember 18, 2024
GLOBAL CREDIT BULLETS | Monday, 18 November 2024
Trump started to nominate people for his administration in the past week, selecting a generally hawkish mix of tariff proponents...
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November 13, 2024
Bridge the pay gap: girls just want to have funds
Women are more likely to have lower incomes compared to men, a disparity rooted in systemic inequalities in the labor...
Keep readingNovember 11, 2024
GLOBAL CREDIT BULLETS | Monday, 11 November 2024
In US, elections ended with a strong victory of the Republican party. Also in the US, a closer look at...
Keep readingNovember 4, 2024
GLOBAL CREDIT BULLETS | Monday, 4 November 2024
US Presidential elections will take place on November 5, with about 1/3 of voters having already voted early or by...
Keep readingOctober 28, 2024
GLOBAL CREDIT BULLETS | Monday, 28 October 2024
The Global Credit Team spent the past week at the Annual IMF/WB meetings in Washington DC. Also in this week’s Global...
Keep readingOctober 21, 2024
GLOBAL CREDIT BULLETS | Monday, 21 October 2024
The ECB cut rates as expected by 25 basis points to 3.25% and gave a dovish message, while trying to...
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October 17, 2024
It’s not Easy Like Sunday Morning
In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23....
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October 15, 2024
Interest rates check-up
In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the...
Keep readingOctober 14, 2024
GLOBAL CREDIT BULLETS | Monday, 14 October 2024
US inflation came in at the high end of expectations last week, as core inflation rose 0.31% MoM, against expectations...
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