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GLOBAL CREDIT BULLETS | Monday, 9 September 2024
US data – Weak but no crash (yet) The well anticipated US August payrolls brought in mixed signals for the Federal...
9 September 2024
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 2 September 2024
Rates – Lot’s in the price Rates markets continue to be very well priced for a fast cutting cycle, with...
2 September 2024
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GLOBAL CREDIT BULLETS | Monday, 26 August 2024
Jackson Hole – The time has come Last week, Fed Chair Jerome Powell came with a rather dovish message at...
26 August 2024
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GLOBAL CREDIT BULLETS | Monday, 5 August 2024
Markets – Bad news is bad news Markets are turning weaker as recession fears mount. Weak manufacturing data in Europe,...
5 August 2024
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GLOBAL CREDIT BULLETS | Monday, 29 July 2024
Fed Preview – Hints for cutsThe Fed will keep rates unchanged but likely to open the door to a first rate cut...
29 July 2024
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GLOBAL CREDIT BULLETS | Monday 22 July 2024
US Elections – Trumping marketsEarly last week, former President Donald Trump released an interview discussing the plan for US, shall...
22 July 2024
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GLOBAL CREDIT BULLETS | Monday, 15 July 2024
US – September cut in sightInflation surprised to the downside last week, as headline prices fell by -0.1% MoM and...
15 July 2024
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GLOBAL CREDIT BULLETS | Monday, 8 July 2024
France – Hung parliament but extremes avoidedThe left-wing NFP alliance surprisingly won the second round of French elections with 182...
8 July 2024
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GLOBAL CREDIT BULLETS | Monday, 1 July 2024
France – Hung parliament most likelyLe Pen’s far-right RN won the first round of French elections with 33.2% of the...
1 July 2024
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Mid-Year Updates 2024 | Credit: a bond picker market.
Inflation – although far from the peaks reached in 2022 – remains quite high in both the US and (to...
27 June 2024
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GLOBAL CREDIT BULLETS | Monday, 24 June 2024
French Elections – First Round PreviewThe first round of French lower house elections happens this Sunday 30th, whereby parties compete...
24 June 2024
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GLOBAL CREDIT BULLETS | Monday, 17 June 2024
Europe – Political risk back on the radarPresident Macron’s decision to call early legislative elections (30 Jun and 7 Jul)...
17 June 2024
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