October 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...
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September 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...
Keep readingSeptember 27, 2021
GLOBAL CREDIT BULLETS | Monday, 27th September 2021
German elections – Too close to callSPD won German elections with 25.7%, in line with polls and 5 %-points better...
Keep readingSeptember 21, 2021
Evergrande crisis
This week, markets turned volatile due to contagion fears from the real estate developers crisis in China. In recent weeks,...
Keep readingSeptember 20, 2021
GLOBAL CREDIT BULLETS | Monday, 20th September 2021
US Inflation – half a year of “transitory”US CPI increased 0.3% MoM (5.3% YoY) in August, slightly missing consensus estimates....
Keep readingSeptember 17, 2021
Ahead of the Curve | Friday, 17th September
COVID-related inflation pressures subside, but stickier inflation measures continue to riseInflation continues to dominate the market’s attention. There are clear...
Keep readingSeptember 13, 2021
GLOBAL CREDIT BULLETS | Monday, 13th September 2021
ECB – The Lady’s not tapering.The ECB September meeting brought about a quite dovish message. Lagarde signalled some reduction in...
Keep readingSeptember 10, 2021
German Election 2021: What’s the outlook for economic policy?
On 26th September, Germans will go to the polls to elect the first government of the post-Merkel era. With only...
Keep readingSeptember 6, 2021
GLOBAL CREDIT BULLETS | Monday, 6th September 2021
The Fed’s dovish turn.Recent US data pushed the Fed on a more dovish course. The August jobs report data displayed...
Keep readingSeptember 3, 2021
August 2021
Economic and investment highlights Economic, politics and markets Delta variant growth concerns hit the re-opening trades, though equity markets continued...
Keep readingAhead of the Curve | Friday, 3rd September
Bank equities and Bunds finally diverging.Investing in European bank stocks has often felt like just another way to bet on...
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