Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 22 May 2023
China – Weaker data, weaker currencyChina’s data is slowing, as weaker PMIs, credit data and inflation disappoint the reopening narrative...
22 May 2023
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 15 May 2023
US debt ceiling – Showtime.The deadline for an agreement on the US debt ceiling approaches, with Republicans and Democrats in...
15 May 2023
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GLOBAL CREDIT BULLETS | Monday, 8 May 2023
US Regional Banks – More volatilityUS regional banks remain under pressure. Post First Republic resolution, other (smaller) names in the...
8 May 2023
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GLOBAL CREDIT BULLETS | Tuesday, 2 May 2023
First Republic – A solution, at lastOver the weekend, JP Morgan won an auction, coordinated by the FDIC, to take...
2 May 2023
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GLOBAL CREDIT BULLETS | Monday, 24 April 2023
Macro data – Mixed signalsEconomic data in April continue to give mixed signals, with manufacturing cooling quickly in US and...
24 April 2023
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GLOBAL CREDIT BULLETS | Monday, 17 April 2023
US – One and DoneThe Fed is likely to hike one last time in May, and then go on hold...
17 April 2023
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GLOBAL CREDIT BULLETS | Tuesday, 11 April 2023
US Data – Loosening up.Last week’s US data painted an increasingly dovish picture. The manufacturing and service ISM surveys fell...
11 April 2023
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GLOBAL CREDIT BULLETS | Monday, 3 April 2023
Euro inflation – Base effects kicking in but core still higherEurozone headline inflation fell to 6.9% YoY from 8.5% last...
3 April 2023
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GLOBAL CREDIT BULLETS | Tuesday, 28 March 2023
AT1s – Don’t write down the asset class. The write-down of Credit Suisse subordinated bonds triggered a volatile week for AT1s....
28 March 2023
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GLOBAL CREDIT BULLETS | Tuesday, 21 March 2023
Markets – Slowdown but no credit stressOver the past week, volatility in global markets massively picked up again, following stress...
21 March 2023
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GLOBAL CREDIT BULLETS | Monday, 13 March 2023
Silicon Valley Bank – One bad apple doesn’t spoil the bunchOn Friday, Silicon Valley Bank (‘SVB’), a Californian bank capitalizing...
13 March 2023
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GLOBAL CREDIT BULLETS | Monday, 6 March 2023
ECB – Next stop 4%Last week’s Eurozone CPI prints surprised to the upside and led markets to price in a...
6 March 2023
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