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GLOBAL CREDIT BULLETS | Monday, 12th April 2021
European Reopening – When can the EU catch up?With the UK starting first reopening steps today, the gap within Europe...
12 April 2021
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GLOBAL CREDIT BULLETS | Monday, 29th March 2021
US Infrastructure Bill.We believe the much-anticipated infrastructure spending plan in the US gives the Biden Administration an unprecedented opportunity to...
29 March 2021
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The End of Paper Tigers?
Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to...
24 March 2021
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GLOBAL CREDIT BULLETS | Monday, 22nd March 2021
Fed – Words are not enough anymore.At the well-anticipated March meeting, the Fed failed to reassure investors about the selloff...
22 March 2021
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AI in Finance: Deciphering Fedspeak with Natural Language Processing
Since the financial crisis, forward guidance has become a key part of the monetary policy toolkit. Constrained by the effective...
19 March 2021
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The Silver Bullet | A World Without Safe Havens
You say you want a revolutionWell, you knowWe all want to change the worldYou tell me that it’s evolutionWell, you...
16 March 2021
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GLOBAL CREDIT BULLETS | Monday, 15th March
ECB – Dovish Bark Doesn’t Bite.The ECB Governing Council struck a relatively dovish tone last week as they communicated their...
15 March 2021
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GLOBAL CREDIT BULLETS | Monday, 8th March 2021
American Rescue Plan – $1.9trn approved.Over the weekend, the US Senate passed President Biden’s $1.9trn or 9% of GDP Covid...
8 March 2021
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GLOBAL CREDIT BULLETS | Monday, 1st March 2021
Rates – No Capitulation of Risk Markets yet.Last week’s moves in rates markets were strong, but a capitulation of risk...
1 March 2021
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GLOBAL CREDIT BULLETS | Monday, 22nd February 2021
Rates – Time to watch out. For investors, it is time to take the move in rates more seriously. YTD,...
22 February 2021
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GLOBAL CREDIT BULLETS | Monday, 15th February 2021
Rate markets – The US vs The RoW.We believe more 2021 US stimulus will cause Treasuries to continue widening gradually....
15 February 2021
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