November 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...
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November 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...
Keep readingNovember 1, 2021
GLOBAL CREDIT BULLETS | Monday, 1st November 2021
ECB – Behind the curve.At the October meeting, the ECB looked way behind the curve. While the statement was uneventful,...
Keep readingOctober 25, 2021
GLOBAL CREDIT BULLETS | Monday, 25th October 2021
UK – stagflation getting realSeptember UK inflation remained elevated, with the print delivering a 0.3% monthly increase and 3.1% annual...
Keep readingOctober 20, 2021
A Risk of Wage-Price Spiral? Comparison Between the US and Eurozone Labour Markets
Among mounting talks of stagflation and the risk of shifts in inflation regimes, we update our comparison of US and...
Keep readingOctober 18, 2021
The Green Leaf | The Dawn of Climate Inflation?
Download Had the CPI included the cost of paying for our growing CO2 emissions the price level today would be...
Keep readingGLOBAL CREDIT BULLETS | Monday, 18th October 2021
US inflation – less and less transitoryUS inflation data for September remain strong. Headline inflation stays at 5.4% yoy, the...
Keep readingOctober 15, 2021
Ahead of the Curve | Friday, 15th October 2021
Stagflation fears rising despite resilient demandRising inflation expectations amidst what is likely to be peak growth acceleration coming out of...
Keep readingOctober 11, 2021
GLOBAL CREDIT BULLETS | Monday, 11th October 2021
Global growth – clouds at the horizonA few clouds darken the horizon for global growth. On the supply side, bottlenecks...
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