Market Views Credit Global Credit
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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Market Views Credit Global Credit
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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An Italian utility company missed their emission target: what does it mean for the Sustainability Linked Bonds (SLB) market?
On April 23rd 2024, Enel announced that it will raise the coupons on several bonds as a result of missing...
2 May 2024
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GLOBAL CREDIT BULLETS | Monday, 29 April 2024
Fed Preview – Higher for Longer continuesThis Wednesday the Fed is likely to reiterate its cautious stance on rate cuts,...
29 April 2024
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GLOBAL CREDIT BULLETS | Monday, 22 April 2024
Geopolitics – The worst is averted (so far)Geopolitical risk premia are compressing after the Israeli reaction on Iran. The fact...
22 April 2024
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GLOBAL CREDIT BULLETS | Monday, 15 April 2024
US rates – No land of doves anymoreThe US March CPI report triggered a meaningful re-pricing in global interest rates....
15 April 2024
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GLOBAL CREDIT BULLETS | Monday, 8 April 2024
ECB Preview – All clear for a June rate-cutThe ECB will likely pave the way for their first rate cut...
8 April 2024
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GLOBAL CREDIT BULLETS | Monday, 25 March 2024
Fed – More dovish reaction functionThe Federal Reserve held rates as expected, upgraded their projections to reflect higher growth and...
25 March 2024
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GLOBAL CREDIT BULLETS | Monday, 18 March 2024
Credit markets – Mind the spreadThe end of last week saw some increased volatility after months of protracted calm. Strong...
18 March 2024
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GLOBAL CREDIT BULLETS | Monday, 11 March 2024
US Economy – Inflation is what mattersLast Friday’s employment data had a dovish flavour, despite the headline NFP figure surprising...
11 March 2024
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GLOBAL CREDIT BULLETS | Monday, 4 March 2024
ECB – How far can hawks flyLast week’s Eurozone CPI fell back 0.2% from seasonally elevated January levels, but beat...
4 March 2024
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GLOBAL CREDIT BULLETS | Monday, 26 February 2024
Central banks – Pushing cuts further outFed speakers acknowledged but mostly looked through January’s strong data. They agreed on having...
26 February 2024
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