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GLOBAL CREDIT BULLETS | Monday, 14th February 2022
US inflation – No top in sight.January US CPI came out at 7.5% yoy, making new highs. The energy component...
14 February 2022
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GLOBAL CREDIT BULLETS | Monday, 7th February 2022
ECB – Last dove flying awayThe first ECB meeting of 2022 turned carrying a strong hawkish surprise. While no policy...
7 February 2022
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GLOBAL CREDIT BULLETS | Monday, 31st January 2022
Italy – Uncertainty postponedIn Italy, Sergio Mattarella has been re-elected as President, after one week of political negotiations which failed...
31 January 2022
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The Silver Bullet | When the Music Stops
Download Tonight, some investors in bitcoin remind me of a ruined gambler who, standing outside the casino at midnight, just...
26 January 2022
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2022: Risks and opportunities in the global economy and markets
Pandemic-related restrictions, extended valuations, inflation expectations, energy prices as well as developments in China and emerging markets: Douglas Branson, Head...
25 January 2022
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GLOBAL CREDIT BULLETS | Monday, 24th January 2022
China – Little easing is better than nothing.Concerns on the economy slowdown finally triggered easing by the Chinese authorities. High...
24 January 2022
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GLOBAL CREDIT BULLETS | Monday, 17th January 2022
US rates – Hawks are in the air.The environment for US rates keeps turning more hawkish. On Wednesday, the December...
17 January 2022
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GLOBAL CREDIT BULLETS | Monday, 10th January 2022
Omicron – More cases, less lockdowns.Over holidays, Covid cases exploded globally. The United States now records more than 1 million...
10 January 2022
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GLOBAL CREDIT BULLETS | Monday, 27th December 2021
Omicron – Christmas relief.Evidence on the Omicron data turned better into year-end. Several studies found reliable evidence that the Oomicron...
27 December 2021
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GLOBAL CREDIT BULLETS | Monday, 20th December 2021
Central banks – Hawkish tilt.This week, major central banks recognized inflationary risks and turned their tone more hawkish. In the...
20 December 2021
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GLOBAL CREDIT BULLETS | Monday, 13th December 2021
Central banks week – Tentative hawkishThis week, a flurry of central banks will give some hawkish signs, and the divergence...
13 December 2021
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GLOBAL CREDIT BULLETS | Monday, 6th December 2021
Omicron – Surely faster, maybe milder.The past week has been characterized by fears on the omicron variant. Information is very...
6 December 2021
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