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War in the Middle East: The market enters a new phase of volatility.
The key variable for markets is the duration of the conflict between the US, Israel and Iran. A short conflict...
11 March 2026
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 9 March 2026
Iran – Tail risks rising, rates selloff The first week of the Middle East conflict has now passed, but the...
9 March 2026
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GLOBAL CREDIT BULLETS | Monday, 2 March 2026
Iran – Operation epic fury unfolds Last Saturday, after weeks of escalating tensions, the US and Israel launched coordinated strikes...
2 March 2026
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GLOBAL CREDIT BULLETS | Monday, 23 February 2026
Iran – Deal or strike US military presence around Iran continues to increase as negotiations appear to stall, lifting market-implied...
23 February 2026
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GLOBAL CREDIT BULLETS | Monday, 16 February 2026
US – Strong jobs, soft inflation: the sweet spot A fresh round of US data last week reinforced the view...
16 February 2026
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GLOBAL CREDIT BULLETS | Monday, 9 February 2026
Japan – Takaichi consolidates power, fiscal unleashed Last Sunday, the LDP and Takaichi secured 316 of the 465 seats in...
9 February 2026
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GLOBAL CREDIT BULLETS | Monday, 2 February 2026
Federal Reserve – Name game finally over Last Friday, Donald Trump nominated Kevin Warsh as the next Chair of the...
2 February 2026
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GLOBAL CREDIT BULLETS | Monday, 26 January 2026
Greenland – From confrontation to coordination Greenland returned to the spotlight last week. President Trump’s rhetoric was again aggressive, particularly...
26 January 2026
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GLOBAL CREDIT BULLETS | Monday, 19 January 2026
Iran – Protests and barrels Following widespread protests across the country, the Iranian regime has effectively shut down most communications...
19 January 2026
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GLOBAL CREDIT BULLETS | Monday, 12 January 2026
Venezuela – Leadership change, oil on focus The United States conducted a targeted raid on Saturday, 3rd January 2026, aimed...
12 January 2026
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GLOBAL CREDIT BULLETS | Monday, 22 December 2025
Central Banks: BoE, ECB, BoJ – One cut, one hold, one hike Last Thursday, three major central banks delivered policy...
22 December 2025
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