Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 7th June 2021
G7 – Fighting global tax elusion.Over the weekend, the G7 nations agreed to impose a minimum corporate tax rate of...
7 June 2021
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GLOBAL CREDIT BULLETS | Monday, 31st May 2021
Central Banks – Some are taking the punch bowl away.The Reserve Bank of New Zealand was the latest central bank...
31 May 2021
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GLOBAL CREDIT BULLETS | Monday, 24th May, 2021
PMI data confirms strong European recovery.Strong PMI data last week brought business optimism to new highs and confirmed Europe’s accelerating...
24 May 2021
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GLOBAL CREDIT BULLETS | Monday, 17th May 2021
Covid-19 – Cases on the rise in Asia.While India remains the global Covid epicentre, more Asian countries are also struggling...
17 May 2021
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Growth correction – is inflation around the corner?
Commodity prices, inflation break-evens and nominal yield curves are rising. Central banks have calmed markets down so far, arguing that...
12 May 2021
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Dog Money – Alberto Gallo
From pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers’ fiscal and monetary stimulus rescued the economy –...
11 May 2021
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GLOBAL CREDIT BULLETS | Monday, 10th May 2021
Positioning for a more volatile 2H21.We expect volatility to rise over the coming months, potentially triggered by near-peak economic momentum,...
10 May 2021
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The Silver Bullet | Dog Money
Inflation’s higher than your bond ratesThat’s what I was fearingSo your savings accountIs slowly disappearing Dogecoin Rap, Remy, 2021 One...
5 May 2021
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GLOBAL CREDIT BULLETS | Monday, 3rd May 2021
Vaccine rollout – Europe accelerates as supply increases.Europe is catching up fast on vaccination speed since the start of Q2,...
3 May 2021
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Bond markets; don’t panic
With clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors...
29 April 2021
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GLOBAL CREDIT BULLETS | Monday, 26th April 2021
Central Banks – First hawks breaching the line.The first central banks are becoming hawkish, while others are lagging behind. It...
26 April 2021
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GLOBAL CREDIT BULLETS | Monday, 19th April 2021
Geopolitical Risk – Russia and China vs the US?China and Russia are escalating tensions, testing the new US administration. After...
19 April 2021
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