May 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...
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May 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...
Keep readingMay 5, 2021
The Silver Bullet | Dog Money
Inflation’s higher than your bond ratesThat’s what I was fearingSo your savings accountIs slowly disappearing Dogecoin Rap, Remy, 2021 One...
Keep readingMay 3, 2021
National Recovery and Resilience Plans
An interactive dashboard that we will populate with data from the NextGenerationEU NRRPs as soon as they are published, including...
Keep readingGLOBAL CREDIT BULLETS | Monday, 3rd May 2021
Vaccine rollout – Europe accelerates as supply increases.Europe is catching up fast on vaccination speed since the start of Q2,...
Keep readingApril 29, 2021
Bond markets; don’t panic
With clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors...
Keep readingApril 26, 2021
GLOBAL CREDIT BULLETS | Monday, 26th April 2021
Central Banks – First hawks breaching the line.The first central banks are becoming hawkish, while others are lagging behind. It...
Keep readingApril 23, 2021
Ahead of the Curve | Friday, 23rd April 2021
Strong start to earnings season – US banks already reversing loan loss provisionsUS bank earnings are off to a strong...
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