Market Views Credit Global Credit
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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Market Views Credit Global Credit
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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GLOBAL CREDIT BULLETS | Monday, 10 June 2024
European elections – Turning rightEuropean Parliament elections surprised consensus with a more pronounced right-wing shift than expected. The new Parliament...
10 June 2024
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GLOBAL CREDIT BULLETS | Monday, 3 June 2024
ECB Preview – Hawkish cut The ECB will be the third G10 central bank to lower rates on Thursday, by...
3 June 2024
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GLOBAL CREDIT BULLETS | Monday, 27 May 2024
US – No cuts in sight US PMIs surprised strongly to the upside, with the composite reading at 54.4 versus...
27 May 2024
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GLOBAL CREDIT BULLETS | Monday, 20 May 2024
US Inflation – Moderate reliefUS inflation data for April provided some relief. US core inflation printed at 0.3% m/m, 3.6%...
20 May 2024
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GLOBAL CREDIT BULLETS | Monday, 13 May 2024
US Inflation – Not enough progressWednesday’s US CPI print is likely to slow from last month but won’t be enough...
13 May 2024
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GLOBAL CREDIT BULLETS | Monday, 6 May 2024
US Economic Data – Entering a soft-patchFriday’s NFP print surprised to the downside at 175k against 240k surveyed, the unemployment...
6 May 2024
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