May 9, 2024
Clean Alpha | Seeds of change: from the plough to the cloud
Download If we learned anything from Mark Watney in The Martian, besides the dangers and thrills of space exploration, it...
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May 6, 2024
GLOBAL CREDIT BULLETS | Monday, 6 May 2024
US Economic Data – Entering a soft-patchFriday’s NFP print surprised to the downside at 175k against 240k surveyed, the unemployment...
Keep readingMay 2, 2024
An Italian utility company missed their emission target: what does it mean for the Sustainability Linked Bonds (SLB) market?
On April 23rd 2024, Enel announced that it will raise the coupons on several bonds as a result of missing...
Keep readingApril 29, 2024
GLOBAL CREDIT BULLETS | Monday, 29 April 2024
Fed Preview – Higher for Longer continuesThis Wednesday the Fed is likely to reiterate its cautious stance on rate cuts,...
Keep readingApril 24, 2024
GLOBAL EQUITY BULLETS | Wednesday, 24 April 2024
EU Banks – Re-rating journey finally begins?As shown in the chart below, EU bank stocks have languished recently near valuation...
Keep readingApril 22, 2024
GLOBAL CREDIT BULLETS | Monday, 22 April 2024
Geopolitics – The worst is averted (so far)Geopolitical risk premia are compressing after the Israeli reaction on Iran. The fact...
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April 18, 2024
High earnings and share buybacks: a positive scenario for financial equity.
How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are...
Keep readingApril 15, 2024
GLOBAL CREDIT BULLETS | Monday, 15 April 2024
US rates – No land of doves anymoreThe US March CPI report triggered a meaningful re-pricing in global interest rates....
Keep readingApril 8, 2024
GLOBAL CREDIT BULLETS | Monday, 8 April 2024
ECB Preview – All clear for a June rate-cutThe ECB will likely pave the way for their first rate cut...
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March 26, 2024
What to do with the US economy running hot
The US is running a ‘hot’ economy, Japan is showing signs of growth, Europe is stagnating and China is facing...
Keep readingMarch 25, 2024
GLOBAL CREDIT BULLETS | Monday, 25 March 2024
Fed – More dovish reaction functionThe Federal Reserve held rates as expected, upgraded their projections to reflect higher growth and...
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