March 3, 2025
GLOBAL CREDIT BULLETS | Monday, 3 March 2025
Friday’s talks between President Trump and President Zelensky derailed, leaving Europe effectively at a crossroad. Also, a look at global...
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February 26, 2025
GLOBAL EQUITY BULLETS | Wednesday, 26 February 2025
European Equities outperformance: More Than a Bounce? How reporting season is going: Halfway through the Q4 earnings season, Stoxx 600 Q4 EPS...
Keep readingFebruary 24, 2025
GLOBAL CREDIT BULLETS | Monday, 24 February 2025
The CDU/CSU under Friedrich Merz won the German elections and will likely form a grand coalition with the SPD. This...
Keep readingFebruary 17, 2025
GLOBAL CREDIT BULLETS | Monday, 17 February 2025
Trump initiated direct peace talks with Putin to address the ongoing conflict in Ukraine. Moreover, a look at US tariffs...
Keep readingFebruary 10, 2025
GLOBAL CREDIT BULLETS | Monday, 10 February 2025
The US economy has proven resilient in yet another round of data releases. Also, a closer look at US politics....
Keep readingFebruary 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...
Keep readingJanuary 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...
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