December 2, 2021
How should we quantify the impact of climate change on inflation?
Economic theory tells us that persistent deficits fuel inflation. Does this rule also apply to our biocapacity deficit, defined as...
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The new opportunities in financial equity – Douglas Branson, Mark Conrad
With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
Keep readingNovember 29, 2021
GLOBAL CREDIT BULLETS | Monday, 29th November 2021
Covid – New strain fearsOn Friday, panic hit markets as a new Covid strain was found in South Africa. The...
Keep readingNovember 23, 2021
Europe’s Covid Resurgence: Why Boosters are Key
As winter draws closer, Europe is again facing the threat of a new Covid wave with daily cases hitting record...
Keep readingNovember 22, 2021
GLOBAL CREDIT BULLETS | Monday, 22nd November 2021
Fed – waiting for new chairmanThis week, the White House will likely announce the new chairman of the Federal Reserves....
Keep readingNovember 19, 2021
Ahead of the Curve | Friday, 19th November 2021
Commerzbank in the sweet spot with rising inflation and cost executionCommerzbank has underperformed the European bank index by 10% since...
Keep readingNovember 16, 2021
COP26: What you need to know
As the United Nation’s COP26 conference has come to an end, here is a short summary of the key takeaways...
Keep readingNovember 15, 2021
GLOBAL CREDIT BULLETS | Monday, 15th November 2021
Inflation – No gravityUS inflation data continue to accelerate. In October, the CPI basket increased 0.9% on a monthly basis...
Keep readingNovember 8, 2021
The Silver Bullet | Pixie Dust
Download “All you need is faith, trust, and a little pixie dust.” – Peter Pan If you are a bond...
Keep readingGLOBAL CREDIT BULLETS | Monday, 8th November 2021
Fed – taper onLast Wednesday, the Fed announced the beginning of QE tapering, as largely anticipated. Purchases will be reduced...
Keep readingNovember 5, 2021
October 2021
Economic and investment highlights Economic, politics and markets Equity markets bounced back strongly in October, following the minor wobble in...
Keep readingAhead of the Curve | Friday, 5th November 2021
European Bank earnings – shaping up to be the fifth quarter in a row of big beatsEarnings for the European...
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