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Market Views Credit Global Credit
2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period...
2 March 2023
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Ukraine – Next escalation step ahead with spring offensiveIt has been one year since Russia invaded Ukraine, and an end...
27 February 2023
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US – Hawkish momentum continuesA week of hawkish data in the US led markets to continue fading rate-cut expectations, while...
20 February 2023
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US – Upside risks to CPIOn Tuesday we’ll see January’s US CPI print, which consensus sees at 6.2% YoY for...
13 February 2023
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ECB – Dovish 50The ECB hiked rates by 50bps to 2.5% on Thursday and guided for another 50bp in March,...
6 February 2023
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Fed – Can’t hold the Hawkish line much longerDespite the recent hawkish tone by Fed officials on the need for...
30 January 2023
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Bank of Japan – Defying the inevitable (for now)The BoJ surprised markets on Wednesday by leaving their yield-curve-control (YCC) policy...
23 January 2023
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US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
16 January 2023
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US – Tight labour market remains a headache for the FedLast week showed continued signs of hot labour markets in...
9 January 2023
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We believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
Keep readingMarket Views Credit Global Credit
European inflation – Pointing down The first week of 2023 will see the release of December CPI inflation across Europe....
3 January 2023
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