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Market Views Credit Global Credit
The Fed’s latest communication is helping restore its inflation fighting credibility. Last week, the Federal Reserve raised rates by 25...
21 September 2026
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Last week, the Houthis’ military campaign expanded to the Bab el-Mandeb Strait, adding further risks to global trade and oil...
14 September 2026
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The summer was characterised by limited volatility in risky assets, but a sharp rise in bond yields, particularly at the...
8 September 2026
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The US reportedly added 162,000 jobs last month, well above market expectations, triggering a moderately hawkish repricing of US assets....
7 September 2026
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The much-awaited Warsh speech at the Jackson Hole Symposium provided markets with greater clarity, but not many answers. Chair Warsh...
31 August 2026
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US – Treasury support for treasuries Last week, the US Treasury stepped in to support the long end of the...
24 August 2026
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Fed – Credibility on the line The July Fed meeting ended up raising market concerns about the new Chair’s commitment...
3 August 2026
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ECB – September hike in sight Last week, the ECB left its key policy rates unchanged, as widely expected. With...
27 July 2026
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Iran – Escalation without an oil shock Recent developments in the Middle East suggest that the memorandum of understanding previously...
20 July 2026
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Iran – Neither war nor peace Developments around Iran remain highly uncertain, but the most likely near-term outcome is a...
13 July 2026
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Volatility is likely to rise In the second half of 2026, we expect volatility to rise. As a consequence, we...
7 July 2026
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