May 23, 2022
GLOBAL CREDIT BULLETS | Monday, 23rd May 2022
China stimulus – Baby steps are better than nothing.Last week, China’s PBOC cut the 5-year Loan Prime Rate from 4.6%...
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May 16, 2022
GLOBAL CREDIT BULLETS | Monday, 16th May 2022
Us inflation: persistent.April inflation at 8.3% marked a slow down vs March’s at 8.5%. However, the April print was still...
Keep readingMay 10, 2022
April 2022
Economic and investment highlights Economic, politics and markets Inflation and yields continued to rally in April. Bond and equity markets...
Keep readingMay 9, 2022
GLOBAL CREDIT BULLETS | Monday, 9th May 2022
The Fed: inflation over growth.The Federal Reserve raised rates by 50bps and signaled the start of their balance sheet reduction...
Keep readingMay 5, 2022
Wartime Economics
Wars are symptoms of broader trends. WWI marked the end of the globalization started with the industrial revolution, and WWII...
Keep readingMay 2, 2022
GLOBAL CREDIT BULLETS | Monday, 2nd May 2022
Fed – Brace for larger hikes.This week, the Fed is set to lift off rates for the second time this...
Keep readingApril 28, 2022
Investors’ Corner | Thursday, 28th April 2022
Are all investors on the same page? Well, only in the sense that they are having to make quite big...
Keep readingApril 25, 2022
GLOBAL CREDIT BULLETS | Monday, 25th April 2022
France elections – Tail risks removed. The second round of French Presidential elections ended with a comfortable win by Macron....
Keep readingApril 22, 2022
Is a Recession Coming? What Economic and Financial Market Data Are Telling Us Respectively
With the Russia-Ukraine war triggering a commodity price shock and the Fed on a hawkish tightening path to tame inflation,...
Keep readingApril 19, 2022
GLOBAL CREDIT BULLETS | Tuesday, 19th April 2022
ECB – Behind the curve.The ECB meeting last Thursday came out more dovish than expected. Updates on the policy front...
Keep readingApril 15, 2022
Rouble Trouble: why the new Russian gas payment scheme matters.
In a Decree signed on March 31st, Russia’s president Putin ordered that payment for the supply of Russian gas to...
Keep readingApril 12, 2022
The Algebris Bullet | Wartime Economics
Download It’s a victory when the weapons fall silent and people speak up. Volodymyr Zelensky In history, wars have been...
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