May 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...
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April 28, 2023
The Reform of EU Fiscal Rules
Step Forward with a Missed Opportunity On 27th April, the European Commission published the long-awaited final draft for a proposal...
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
March 2023
Economic and investment highlights Economic, politics and markets
Keep readingGLOBAL 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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March 24, 2023
European banks are safe
The past week has seen increasing concern about the health of the banking sector. Following the rescue of Credit Suisse,...
Keep readingMarch 21, 2023
GLOBAL CREDIT BULLETS | Tuesday, 21 March 2023
Markets – Slowdown but no credit stressOver the past week, volatility in global markets massively picked up again, following stress...
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