July 31, 2024
GLOBAL EQUITY BULLETS | Wednesday, 31 July 2024
Political developments – Trading or investing?Joe Biden has withdrawn from the 2024 presidential race, endorsing Vice President Kamala Harris, who...
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July 29, 2024
GLOBAL CREDIT BULLETS | Monday, 29 July 2024
Fed Preview – Hints for cutsThe Fed will keep rates unchanged but likely to open the door to a first rate cut...
Keep readingJuly 22, 2024
GLOBAL CREDIT BULLETS | Monday 22 July 2024
US Elections – Trumping marketsEarly last week, former President Donald Trump released an interview discussing the plan for US, shall...
Keep readingJuly 15, 2024
GLOBAL CREDIT BULLETS | Monday, 15 July 2024
US – September cut in sightInflation surprised to the downside last week, as headline prices fell by -0.1% MoM and...
Keep readingJuly 8, 2024
GLOBAL CREDIT BULLETS | Monday, 8 July 2024
France – Hung parliament but extremes avoidedThe left-wing NFP alliance surprisingly won the second round of French elections with 182...
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July 4, 2024
Mid-Year Updates 2024 | Equity: themes for the future.
Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability,...
Keep readingJuly 3, 2024
GLOBAL EQUITY BULLETS | Wednesday, 3 July 2024
European Banks – Attractive despite challenging political backdropRecent events have reminded the market that 2024 is the ‘year of elections’...
Keep readingJuly 1, 2024
GLOBAL CREDIT BULLETS | Monday, 1 July 2024
France – Hung parliament most likelyLe Pen’s far-right RN won the first round of French elections with 33.2% of the...
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June 27, 2024
Mid-Year Updates 2024 | Credit: a bond picker market.
Inflation – although far from the peaks reached in 2022 – remains quite high in both the US and (to...
Keep readingJune 24, 2024
GLOBAL CREDIT BULLETS | Monday, 24 June 2024
French Elections – First Round PreviewThe first round of French lower house elections happens this Sunday 30th, whereby parties compete...
Keep readingJune 17, 2024
GLOBAL CREDIT BULLETS | Monday, 17 June 2024
Europe – Political risk back on the radarPresident Macron’s decision to call early legislative elections (30 Jun and 7 Jul)...
Keep readingJune 10, 2024
GLOBAL CREDIT BULLETS | Monday, 10 June 2024
European elections – Turning rightEuropean Parliament elections surprised consensus with a more pronounced right-wing shift than expected. The new Parliament...
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