Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 1st November 2021
ECB – Behind the curve.At the October meeting, the ECB looked way behind the curve. While the statement was uneventful,...
1 November 2021
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GLOBAL CREDIT BULLETS | Monday, 25th October 2021
UK – stagflation getting realSeptember UK inflation remained elevated, with the print delivering a 0.3% monthly increase and 3.1% annual...
25 October 2021
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The Green Leaf | The Dawn of Climate Inflation?
Download Had the CPI included the cost of paying for our growing CO2 emissions the price level today would be...
18 October 2021
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GLOBAL CREDIT BULLETS | Monday, 18th October 2021
US inflation – less and less transitoryUS inflation data for September remain strong. Headline inflation stays at 5.4% yoy, the...
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GLOBAL CREDIT BULLETS | Monday, 11th October 2021
Global growth – clouds at the horizonA few clouds darken the horizon for global growth. On the supply side, bottlenecks...
11 October 2021
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GLOBAL CREDIT BULLETS | Monday, 4th October 2021
Energy crisis – stocking up for the winterA deep energy crisis is adding to the list of supply bottlenecks. Production...
4 October 2021
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Post-summer; macro, inflation & China in focus – Douglas Branson and Alberto Gallo
After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments...
28 September 2021
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GLOBAL CREDIT BULLETS | Monday, 27th September 2021
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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GLOBAL CREDIT BULLETS | Monday, 20th September 2021
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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GLOBAL CREDIT BULLETS | Monday, 13th September 2021
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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GLOBAL CREDIT BULLETS | Monday, 6th September 2021
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
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The Silver Bullet | China’s Long-Term Game
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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