Market Views Credit Global Credit
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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Market Views Credit Global Credit
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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Portfolio positioning amidst higher rates and receding recession fears
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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GLOBAL CREDIT BULLETS | Monday, 27 February 2023
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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GLOBAL CREDIT BULLETS | Monday, 20 February 2023
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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GLOBAL CREDIT BULLETS | Monday, 13 February 2023
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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GLOBAL CREDIT BULLETS | Monday, 6 February 2023
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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GLOBAL CREDIT BULLETS | Monday, 30 January 2023
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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