May 29, 2023
GLOBAL CREDIT BULLETS | Monday, 29 May 2023
US debt ceiling – Deal in reachOver the weekend, Republican leadership found an agreement in principle with the Democratic administration...
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May 22, 2023
GLOBAL CREDIT BULLETS | Monday, 22 May 2023
China – Weaker data, weaker currencyChina’s data is slowing, as weaker PMIs, credit data and inflation disappoint the reopening narrative...
Keep readingMay 15, 2023
GLOBAL CREDIT BULLETS | Monday, 15 May 2023
US debt ceiling – Showtime.The deadline for an agreement on the US debt ceiling approaches, with Republicans and Democrats in...
Keep readingMay 8, 2023
GLOBAL CREDIT BULLETS | Monday, 8 May 2023
US Regional Banks – More volatilityUS regional banks remain under pressure. Post First Republic resolution, other (smaller) names in the...
Keep readingMay 2, 2023
GLOBAL CREDIT BULLETS | Tuesday, 2 May 2023
First Republic – A solution, at lastOver the weekend, JP Morgan won an auction, coordinated by the FDIC, to take...
Keep readingApril 24, 2023
GLOBAL CREDIT BULLETS | Monday, 24 April 2023
Macro data – Mixed signalsEconomic data in April continue to give mixed signals, with manufacturing cooling quickly in US and...
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April 17, 2023
What I learnt in the USA
While the US banking crisis seems now contained, it is likely small and medium-sized US banks will experience a new...
Keep readingGLOBAL CREDIT BULLETS | Monday, 17 April 2023
US – One and DoneThe Fed is likely to hike one last time in May, and then go on hold...
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April 13, 2023
Responsible Investing | What it is and how the regulatory framework evolved
Responsible investing, green transition, ESG: what exactly do they mean? What rules must the players in the sector follow and...
Keep readingApril 11, 2023
GLOBAL CREDIT BULLETS | Tuesday, 11 April 2023
US Data – Loosening up.Last week’s US data painted an increasingly dovish picture. The manufacturing and service ISM surveys fell...
Keep readingApril 3, 2023
GLOBAL CREDIT BULLETS | Monday, 3 April 2023
Euro inflation – Base effects kicking in but core still higherEurozone headline inflation fell to 6.9% YoY from 8.5% last...
Keep readingMarch 28, 2023
GLOBAL CREDIT BULLETS | Tuesday, 28 March 2023
AT1s – Don’t write down the asset class. The write-down of Credit Suisse subordinated bonds triggered a volatile week for AT1s....
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