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February 22, 2023
Financials: one of the few sectors with expanding profits
Banks lost half of their revenue from interest and now these revenues are expected to go up by 20 to...
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February 20, 2023
GLOBAL CREDIT BULLETS | Monday, 20 February 2023
US – Hawkish momentum continuesA week of hawkish data in the US led markets to continue fading rate-cut expectations, while...
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February 15, 2023
Inflation, rates and why financials are in the sweet spot
Inflation peaked de facto over the last months of 2022. So, what do we think will happen throughout the rest...
Keep readingFebruary 13, 2023
GLOBAL CREDIT BULLETS | Monday, 13 February 2023
US – Upside risks to CPIOn Tuesday we’ll see January’s US CPI print, which consensus sees at 6.2% YoY for...
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January 2023
Economic and investment highlights Economic, politics and markets
Keep readingFebruary 6, 2023
GLOBAL CREDIT BULLETS | Monday, 6 February 2023
ECB – Dovish 50The ECB hiked rates by 50bps to 2.5% on Thursday and guided for another 50bp in March,...
Keep readingJanuary 30, 2023
GLOBAL CREDIT BULLETS | Monday, 30 January 2023
Fed – Can’t hold the Hawkish line much longerDespite the recent hawkish tone by Fed officials on the need for...
Keep readingJanuary 23, 2023
GLOBAL CREDIT BULLETS | Monday, 23 January 2023
Bank of Japan – Defying the inevitable (for now)The BoJ surprised markets on Wednesday by leaving their yield-curve-control (YCC) policy...
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January 20, 2023
What I learnt in Davos
Some of the key takeaways from the World Economic Forum 2023 in Davos: The resilience of the European Union, unexpected...
Keep readingJanuary 17, 2023
Sustainability: Driver to increase companies’ competitiveness and an investment opportunity
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
Keep readingJanuary 16, 2023
GLOBAL CREDIT BULLETS | Monday, 16 January 2023
US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
Keep readingJanuary 10, 2023
December 2022
Economic and investment highlights Economic, politics and markets
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