November 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,...
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October 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...
Keep readingOctober 8, 2021
September 2021
Economic and investment highlights Economic, politics and markets In September, market volatility increased and risk asset prices weakened, due to...
Keep readingOctober 4, 2021
GLOBAL CREDIT BULLETS | Monday, 4th October 2021
Energy crisis – stocking up for the winterA deep energy crisis is adding to the list of supply bottlenecks. Production...
Keep readingOctober 1, 2021
Ahead of the Curve | Friday, 1st October 2021
Bank stocks in focus as central banks turn hawkish.Last week saw a hawkish inflection from two major central banks with...
Keep readingSeptember 30, 2021
German Elections: taking stock
After a very tight electoral race, Germany is entering what looks like a long period of coalition negotiations. All the...
Keep readingSeptember 28, 2021
Post-summer; macro, inflation & China in focus – Douglas Branson and Alberto Gallo
After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments...
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