Insights

Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 11th July 2022

European energy – Shutdown fearsMarket fears of a potential shutdown of Russian energy have intensified over the past week. The...

11 July 2022

Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 4th July 2022

Markets – Emerging valueJune closed the first half of the year with a volatile touch. The month has been one...

4 July 2022

Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 27th June 2022

Data – Turning south.This week, market focus turned quickly on chances and depth of an economic slowdown. In Europe, June...

27 June 2022

Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 20th June 2022

ECB – A line in the sand. Last week, the European Central Bank called an emergency meeting to discuss measures...

Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 13th June 2022

ECB – Regime shift.The ECB formalized its hawkish turn (partially anticipated by interviews of MPC members over the past few...

13 June 2022

Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 6th June 2022

Europe – Inflation data pave the way for the hawks.May inflation data have surprised on the upside last week, paving...

6 June 2022

Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 30th May 2022

China – Premier Li signals upcoming stimulusLast week, Premier Li hosted a conference attended by over a 100 thousand government...

30 May 2022

Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 23rd May 2022

China stimulus – Baby steps are better than nothing.Last week, China’s PBOC cut the 5-year Loan Prime Rate from 4.6%...

23 May 2022

Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 9th May 2022

The Fed: inflation over growth.The Federal Reserve raised rates by 50bps and signaled the start of their balance sheet reduction...

9 May 2022