May 31, 2021
GLOBAL CREDIT BULLETS | Monday, 31st May 2021
Central Banks – Some are taking the punch bowl away.The Reserve Bank of New Zealand was the latest central bank...
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May 28, 2021
Ahead of the Curve | Friday, 28th May 2021
European banks – another strong quarter supports continued share outperformance.European bank earnings season is now complete – and it is...
Keep readingMay 24, 2021
GLOBAL CREDIT BULLETS | Monday, 24th May, 2021
PMI data confirms strong European recovery.Strong PMI data last week brought business optimism to new highs and confirmed Europe’s accelerating...
Keep readingMay 17, 2021
GLOBAL CREDIT BULLETS | Monday, 17th May 2021
Covid-19 – Cases on the rise in Asia.While India remains the global Covid epicentre, more Asian countries are also struggling...
Keep readingMay 12, 2021
Growth correction – is inflation around the corner?
Commodity prices, inflation break-evens and nominal yield curves are rising. Central banks have calmed markets down so far, arguing that...
Keep readingMay 11, 2021
Central bank policy impact on banks
Central bank monetary policy has lifted asset prices but reduced yields on most market-based instruments. The impact of this, combined...
Keep readingMay 10, 2021
GLOBAL CREDIT BULLETS | Monday, 10th May 2021
Positioning for a more volatile 2H21.We expect volatility to rise over the coming months, potentially triggered by near-peak economic momentum,...
Keep readingMay 7, 2021
Ahead of the Curve | Friday, 7th May 2021
Strong start to earnings season – European banks beating once again EU Recovery Fund nearing implementation – Euro bond issuance...
Keep readingMay 3, 2021
GLOBAL CREDIT BULLETS | Monday, 3rd May 2021
Vaccine rollout – Europe accelerates as supply increases.Europe is catching up fast on vaccination speed since the start of Q2,...
Keep readingApril 26, 2021
GLOBAL CREDIT BULLETS | Monday, 26th April 2021
Central Banks – First hawks breaching the line.The first central banks are becoming hawkish, while others are lagging behind. It...
Keep readingApril 23, 2021
Ahead of the Curve | Friday, 23rd April 2021
Strong start to earnings season – US banks already reversing loan loss provisionsUS bank earnings are off to a strong...
Keep readingApril 19, 2021
GLOBAL CREDIT BULLETS | Monday, 19th April 2021
Geopolitical Risk – Russia and China vs the US?China and Russia are escalating tensions, testing the new US administration. After...
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