Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 10 July 2023
China – Weak momentum continuesChina’s Caixin PMI’s fell last week by 3.1 points to 52.5, extending the ongoing decline in...
10 July 2023
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Tuesday, 4 July 2023
US Data – Leading the way upThe US economy continues to defy gravity and once again surprised last week with...
4 July 2023
Keep readingGLOBAL CREDIT BULLETS | Monday, 26 June 2023
Europe – All eyes on Sintra (and CPI).This week, central bankers are meeting in Sintra to discuss the inflation outlook...
26 June 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 19 June 2023
Fed – Hawkish talk, dovish actionThe Federal Reserve maintained policy rates unchanged at 5-5.25% at its June meeting, for the...
19 June 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 12 June 2023
Fed Preview – On knife’s edgeThe Fed is likely to hold rates on pause this week, after raising them 500bps...
12 June 2023
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GLOBAL CREDIT BULLETS | Monday, 5 June 2023
Fed – None the wiser The US labour market data last week presented a mixed picture. While NFP/ADP employment and...
5 June 2023
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GLOBAL CREDIT BULLETS | Monday, 29 May 2023
US debt ceiling – Deal in reachOver the weekend, Republican leadership found an agreement in principle with the Democratic administration...
29 May 2023
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GLOBAL CREDIT BULLETS | Monday, 22 May 2023
China – Weaker data, weaker currencyChina’s data is slowing, as weaker PMIs, credit data and inflation disappoint the reopening narrative...
22 May 2023
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GLOBAL CREDIT BULLETS | Monday, 15 May 2023
US debt ceiling – Showtime.The deadline for an agreement on the US debt ceiling approaches, with Republicans and Democrats in...
15 May 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 8 May 2023
US Regional Banks – More volatilityUS regional banks remain under pressure. Post First Republic resolution, other (smaller) names in the...
8 May 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Tuesday, 2 May 2023
First Republic – A solution, at lastOver the weekend, JP Morgan won an auction, coordinated by the FDIC, to take...
2 May 2023
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