Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 9th August 2021
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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GLOBAL CREDIT BULLETS | Monday, 2nd August 2021
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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GLOBAL CREDIT BULLETS | Monday, 26th July 2021
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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GLOBAL CREDIT BULLETS | Monday 19th July, 2021
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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GLOBAL CREDIT BULLETS | Monday, 12th July 2021
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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GLOBAL CREDIT BULLETS | Monday 5th July 2021
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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The Silver Bullet | Last Dance in Paradise City
“When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing,...
2 July 2021
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GLOBAL CREDIT BULLETS | Monday, 28th June 2021
US infrastructure plan – building America again.President Biden announced last Thursday a bipartisan deal for a infrastructure plan just shy...
28 June 2021
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H1 almost over; what might H2 bring? – Douglas Branson, Alberto Gallo
As we head towards the end of the first half of the year with improved sentiment, strong macro data and...
22 June 2021
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GLOBAL CREDIT BULLETS | Monday, 21st June 2021
Fed – Expecting inflation to remain above 2% until 2023.The Fed surprised markets by bringing forward its guidance for rate...
21 June 2021
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The Pandemic Revolution: Macroeconomics in the Post-Covid World
Like for the 2008 financial crisis, the Covid pandemic has shown that the current economic system based on limited liability...
14 June 2021
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GLOBAL CREDIT BULLETS | Monday, 14th June 2021
US Data and FOMC Preview – Inflation, not as transitory as it may seem.Last week’s US inflation data came in...
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