Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 24 April 2023
Macro data – Mixed signalsEconomic data in April continue to give mixed signals, with manufacturing cooling quickly in US and...
24 April 2023
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 17 April 2023
US – One and DoneThe Fed is likely to hike one last time in May, and then go on hold...
17 April 2023
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GLOBAL CREDIT BULLETS | Tuesday, 11 April 2023
US Data – Loosening up.Last week’s US data painted an increasingly dovish picture. The manufacturing and service ISM surveys fell...
11 April 2023
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GLOBAL CREDIT BULLETS | Monday, 3 April 2023
Euro inflation – Base effects kicking in but core still higherEurozone headline inflation fell to 6.9% YoY from 8.5% last...
3 April 2023
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GLOBAL CREDIT BULLETS | Tuesday, 28 March 2023
AT1s – Don’t write down the asset class. The write-down of Credit Suisse subordinated bonds triggered a volatile week for AT1s....
28 March 2023
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GLOBAL CREDIT BULLETS | Tuesday, 21 March 2023
Markets – Slowdown but no credit stressOver the past week, volatility in global markets massively picked up again, following stress...
21 March 2023
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The Curious Incident of Credit Suisse AT1
Why a policy mistake should not spell doom for the asset class Download Following a week of market turmoil and...
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 13 March 2023
Silicon Valley Bank – One bad apple doesn’t spoil the bunchOn Friday, Silicon Valley Bank (‘SVB’), a Californian bank capitalizing...
13 March 2023
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GLOBAL CREDIT BULLETS | Monday, 6 March 2023
ECB – Next stop 4%Last week’s Eurozone CPI prints surprised to the upside and led markets to price in a...
6 March 2023
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Portfolio positioning amidst higher rates and receding recession fears
2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period...
2 March 2023
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GLOBAL CREDIT BULLETS | Monday, 27 February 2023
Ukraine – Next escalation step ahead with spring offensiveIt has been one year since Russia invaded Ukraine, and an end...
27 February 2023
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GLOBAL CREDIT BULLETS | Monday, 20 February 2023
US – Hawkish momentum continuesA week of hawkish data in the US led markets to continue fading rate-cut expectations, while...
20 February 2023
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