April 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...
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April 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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The Curious Incident of Credit Suisse AT1
Why a policy mistake should not spell doom for the asset class Download Following a week of market turmoil and...
Keep readingMarch 13, 2023
GLOBAL CREDIT BULLETS | Monday, 13 March 2023
Silicon Valley Bank – One bad apple doesn’t spoil the bunchOn Friday, Silicon Valley Bank (‘SVB’), a Californian bank capitalizing...
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March 10, 2023
One bad apple doesn’t spoil the bunch
Download On March 10th 2023, Silicon Valley Bank (‘SVB’) was taken over by the FDIC, following a wave of deposit...
Keep readingMarch 7, 2023
February 2023
Economic and investment highlights Economic, politics and markets
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What I learnt in my two weeks in Asia
Within Asia, the resilience of Europe was underestimated, and capital is now being redeployed in European assets, which is a...
Keep readingMarch 6, 2023
GLOBAL CREDIT BULLETS | Monday, 6 March 2023
ECB – Next stop 4%Last week’s Eurozone CPI prints surprised to the upside and led markets to price in a...
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March 2, 2023
Portfolio positioning amidst higher rates and receding recession fears
2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period...
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