July 23, 2021
Ahead of the Curve | Friday, 23rd July 2021
US bank earnings come in strong – with further signs of accelerating loan growth.With most large US bank earnings now...
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July 19, 2021
GLOBAL CREDIT BULLETS | Monday 19th July, 2021
US Treasuries – Defying inflation gravity.US inflation continues to surprise on the upside. The June print displayed a 0.9% monthly...
Keep readingJuly 12, 2021
GLOBAL CREDIT BULLETS | Monday, 12th July 2021
China – Pre-emptive cuts.This week, China’s PBOC surprised the market by cutting the required reserves requirement by 50bp to 12%...
Keep readingJuly 9, 2021
Ahead of the Curve | Friday, 9th July 2021
US 10-Year Treasury yields fall as Delta variant concerns emerge, creating volatility and opportunity.Emerging concerns over the Delta variant have...
Keep readingJuly 5, 2021
GLOBAL CREDIT BULLETS | Monday 5th July 2021
US data – Strong but not enough.US June payrolls came in relatively strong, with 850k jobs added vs 720k expected. Most...
Keep readingJune 28, 2021
GLOBAL CREDIT BULLETS | Monday, 28th June 2021
US infrastructure plan – building America again.President Biden announced last Thursday a bipartisan deal for a infrastructure plan just shy...
Keep readingJune 25, 2021
Ahead of the Curve | Friday, 25th June 2021
Curve flattening post hawkish Fed meeting – but fundamentals to point to higher yields.There was a powerful move in global...
Keep readingJune 21, 2021
GLOBAL CREDIT BULLETS | Monday, 21st June 2021
Fed – Expecting inflation to remain above 2% until 2023.The Fed surprised markets by bringing forward its guidance for rate...
Keep readingJune 14, 2021
The Pandemic Revolution: Macroeconomics in the Post-Covid World
Like for the 2008 financial crisis, the Covid pandemic has shown that the current economic system based on limited liability...
Keep readingGLOBAL CREDIT BULLETS | Monday, 14th June 2021
US Data and FOMC Preview – Inflation, not as transitory as it may seem.Last week’s US inflation data came in...
Keep readingJune 11, 2021
Ahead of the Curve | Friday, 11th June 2021
Inflation surging in the US on the back of labor shortages – with rates market shrugging off for now.In the...
Keep readingJune 7, 2021
GLOBAL CREDIT BULLETS | Monday, 7th June 2021
G7 – Fighting global tax elusion.Over the weekend, the G7 nations agreed to impose a minimum corporate tax rate of...
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