May 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...
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GLOBAL 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...
Keep readingApril 19, 2021
GLOBAL CREDIT BULLETS | Monday, 19th April 2021
Geopolitical Risk – Russia and China vs the US?China and Russia are escalating tensions, testing the new US administration. After...
Keep readingApril 12, 2021
GLOBAL CREDIT BULLETS | Monday, 12th April 2021
European Reopening – When can the EU catch up?With the UK starting first reopening steps today, the gap within Europe...
Keep readingApril 9, 2021
Ahead of the Curve | Friday, 9th April 2021
Webinar on Outlook for Financials.Please join us on 13th April at 14:30 BST for a webinar with Mark Conrad (Portfolio...
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