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Podcasts & Videos Credit Global Credit
After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments...
28 September 2021
Keep readingMarket Views Credit Global Credit
German elections – Too close to callSPD won German elections with 25.7%, in line with polls and 5 %-points better...
27 September 2021
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US Inflation – half a year of “transitory”US CPI increased 0.3% MoM (5.3% YoY) in August, slightly missing consensus estimates....
20 September 2021
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ECB – The Lady’s not tapering.The ECB September meeting brought about a quite dovish message. Lagarde signalled some reduction in...
13 September 2021
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The Fed’s dovish turn.Recent US data pushed the Fed on a more dovish course. The August jobs report data displayed...
6 September 2021
Keep readingThe Algebris Bullet Credit Global Credit
Download “This guy wants to tell me we’re living in a community? Don’t make me laugh! I’m livin’ in America,...
2 September 2021
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US jobs – Grinding stronger.The US July jobs report came out pretty strong. NFPs increase 943k, beating 870k consensus, with...
9 August 2021
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China – The crackdown intensifies.Last week, the Chinese government increased its pressure on private businesses, this time directed towards the...
2 August 2021
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ECB – Lower for longer.The first press conference post the ECB’s strategic review carried little surprise. The ECB changed guidance...
26 July 2021
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US Treasuries – Defying inflation gravity.US inflation continues to surprise on the upside. The June print displayed a 0.9% monthly...
19 July 2021
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China – Pre-emptive cuts.This week, China’s PBOC surprised the market by cutting the required reserves requirement by 50bp to 12%...
12 July 2021
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US data – Strong but not enough.US June payrolls came in relatively strong, with 850k jobs added vs 720k expected. Most...
5 July 2021
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