Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 27 November 2023
Eurozone – Disinflation story to continueEuropean PMIs for November rose slightly to 47.1 from 46.5 prior, indicating a bottoming of...
27 November 2023
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GLOBAL CREDIT BULLETS | Monday, 20 November 2023
US Data – Slowdown in sightLast week’s October CPI surprised by 0.1% to the downside at 3.2% YoY headline and...
20 November 2023
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Inflation has peaked: time to stretch duration.
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
13 November 2023
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GLOBAL CREDIT BULLETS | Monday, 13 November 2023
US – Focus on CPI and Retail SalesThis week offers key data to shape the path for rates and monetary...
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 6 November 2023
US Economy – From strong to weakUS data slowed last week, following a very strong Q3 GDP print at 4.9%,...
6 November 2023
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GLOBAL CREDIT BULLETS | Monday, 30 October 2023
US – Focus on data while Fed on holdThe Fed will likely keep rates unchanged at Wednesday’s meeting and, without...
30 October 2023
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GLOBAL CREDIT BULLETS | Monday, 23 October 2023
US – Cautious Fed means steeper curvesLast week, Powell indicated that the Fed will be on hold at the upcoming...
23 October 2023
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GLOBAL CREDIT BULLETS | Monday, 16 October 2023
Middle East – Geopolitical risks on the riseGeopolitical risks are back in focus as Israel-Gaza tensions quickly erupted in a...
16 October 2023
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Responsible Investing | Finding opportunities in fixed income
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
11 October 2023
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GLOBAL CREDIT BULLETS | Monday, 9 October 2023
US Economy – Labour market remains strongFriday’s NFP print showed that 336k jobs were added in September, against a survey...
9 October 2023
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GLOBAL CREDIT BULLETS | Monday, 2 October 2023
Italy – Mind the spreadDeficit projections rose last week from 4.5% to 5.3% of GDP for 2023, and from 3.7%...
2 October 2023
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China, Europe, USA: a view on fixed income
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
26 September 2023
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