Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 30 June 2025
Middle East: A Ceasefire Plunges Oil After the U.S. unleashed massive bunker-buster strikes on Fordow, Natanz, and Isfahan on June...
30 June 2025
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Market Views Credit Global Credit
Mid-year Updates 2025 | Navigating Policy Risk: Identifying Value in Dislocated Markets
As we approach the midpoint of 2025, the global economic outlook appears increasingly challenging. The first half of the year...
24 June 2025
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GLOBAL CREDIT BULLETS | Monday, 23 June 2025
Middle East – U.S. enters war The U.S. joined the war over the weekend, launching airstrikes on Iranian nuclear sites...
23 June 2025
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GLOBAL CREDIT BULLETS | Monday, 16 June 2025
Middle East – Rapid Escalation Last Friday, Israel launched “Operation Rising Lion,” deploying around 200 jets to target Iranian strategic and nuclear...
16 June 2025
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GLOBAL CREDIT BULLETS | Monday, 9 June 2025
ECB – Last Cut? Last week, the ECB cut rates by 25bps, bringing the deposit rate to 2.0% – its...
9 June 2025
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GLOBAL CREDIT BULLETS | Tuesday, 3 June 2025
Tariffs – Drama Last Thursday, a US trade court struck down Trump’s “Liberation Day” tariffs, ruling that they exceeded the...
3 June 2025
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GLOBAL CREDIT BULLETS | Monday, 26 May 2025
Tariffs – 50% Hit on EU? Delayed for Now Last Friday, Trump abruptly ended the 90-day tariff pause by recommending...
26 May 2025
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GLOBAL CREDIT BULLETS | Monday, 19 May 2025
US-China Deal: Tactical Pause, but Tariffs Are Here to Stay Last Monday, the U.S. and China struck a surprise deal...
19 May 2025
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GLOBAL CREDIT BULLETS | Monday, 12 May 2025
US-China talks – Looking for breakthrough This week, U.S. and Chinese officials are set to meet in Geneva from 9...
12 May 2025
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GLOBAL CREDIT BULLETS | Monday, 5 May 2025
US – Fed on hold The Fed will leave rates unchanged at 4.25-4.50% this Wednesday and provide no new forecast...
5 May 2025
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GLOBAL CREDIT BULLETS | Monday, 28 April 2025
IMF – Waning investor trust in US assets Last week, the Global Credit Team attended the IMF meetings in Washington...
28 April 2025
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GLOBAL CREDIT BULLETS | Tuesday, 22 April 2025
Tariffs – Mexican standoff US and China are currently stuck in a “Mexican standoff” on tariffs. Both parties escalated initial...
22 April 2025
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