May 28, 2021
Ahead of the Curve | Friday, 28th May 2021
European banks – another strong quarter supports continued share outperformance.European bank earnings season is now complete – and it is...
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May 25, 2021
Spanish National Recovery & Resilience Plan
An interactive dashboard with data from the Spanish National Recovery & Resilience Plan.
Keep readingGerman National Recovery & Resilience Plan
An interactive dashboard with data from the German National Recovery & Resilience Plan.
Keep readingMay 24, 2021
GLOBAL CREDIT BULLETS | Monday, 24th May, 2021
PMI data confirms strong European recovery.Strong PMI data last week brought business optimism to new highs and confirmed Europe’s accelerating...
Keep readingMay 17, 2021
GLOBAL CREDIT BULLETS | Monday, 17th May 2021
Covid-19 – Cases on the rise in Asia.While India remains the global Covid epicentre, more Asian countries are also struggling...
Keep readingMay 14, 2021
Italian National Recovery & Resilience Plan
An interactive dashboard with data from the Italian National Recovery & Resilience Plan.
Keep readingMay 12, 2021
Growth correction – is inflation around the corner?
Commodity prices, inflation break-evens and nominal yield curves are rising. Central banks have calmed markets down so far, arguing that...
Keep readingMay 11, 2021
Dog Money – Alberto Gallo
From pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers’ fiscal and monetary stimulus rescued the economy –...
Keep readingCentral bank policy impact on banks
Central bank monetary policy has lifted asset prices but reduced yields on most market-based instruments. The impact of this, combined...
Keep readingMay 10, 2021
April 2021
The story of April was European vaccine catch-up. From a paltry c13% vaccinated by the end March, large countries are...
Keep readingGLOBAL CREDIT BULLETS | Monday, 10th May 2021
Positioning for a more volatile 2H21.We expect volatility to rise over the coming months, potentially triggered by near-peak economic momentum,...
Keep readingMay 7, 2021
Ahead of the Curve | Friday, 7th May 2021
Strong start to earnings season – European banks beating once again EU Recovery Fund nearing implementation – Euro bond issuance...
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