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GLOBAL CREDIT BULLETS | Monday, 18th January 2021
US Stimulus – The American Rescue Plan. President-elect Biden unveiled his $1.9tn (8.6 % GDP) ‘Phase V’ stimulus package on...
18 January 2021
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GLOBAL CREDIT BULLETS | Monday, 11th January 2021
Blue Wave.The Democrats’ win in the Georgia run-off election cemented the party’s majority in the US Senate and House of...
11 January 2021
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GLOBAL CREDIT BULLETS | Monday, 21st December 2020
Virus – Never a break. During the weekend, the UK has imposed stricter restrictions due to a sudden surge in...
21 December 2020
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GLOBAL CREDIT BULLETS | Monday, 14th December 2020
Central banks – time to go on holidays. Last week, the ECB boosted its stimulus package. The PEPP program has...
14 December 2020
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GLOBAL CREDIT BULLETS | Monday, 7th December 2020
ECB – Christmas QE.ECB officials have been hinting towards continued easing into the December meeting. Our view into the last...
7 December 2020
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The Silver Bullet | The New Bond Vigilantes
Policymakers are hitting Covid with a triple punch: the upcoming vaccine, super-low interest rates and record-high fiscal stimulus. Risk assets...
2 December 2020
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GLOBAL CREDIT BULLETS | Monday, 30th November 2020
Vaccines and Markets – Where is the Value?All three main pharmaceutical companies have now released their vaccine trial results, which...
30 November 2020
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GLOBAL CREDIT BULLETS | Monday, 23rd November 2020
Virus – Europe vs the US. Covid cases in the US have been accelerating at an alarming pace, with the...
23 November 2020
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The 2020 US Election: What happens now? – Merler – Gallo
Following the Election Day on 3rd November, a new phase has begun. In this podcast we will analyse the political...
19 November 2020
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GLOBAL CREDIT BULLETS | Monday, 16th November 2020
Stimulus – Blue Spending on its Way.Two reasons explain the post US election rally in risk assets: first, a reduction...
16 November 2020
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GLOBAL CREDIT BULLETS | Monday, 9th November 2020
US elections: More Blue than you think! With the victories in Michigan, Wisconsin, and Pennsylvania, most news agency (including Fox) have...
9 November 2020
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GLOBAL CREDIT BULLETS | Thursday, 5th November 2020
US Election Special Edition Where we stand.Democratic nominee Biden is likely to be nominated President of the United States but...
5 November 2020
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