Market Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 24 June 2026
Peace Dividend Building on a year already defined by geopolitical risk and AI excitement, equity markets pushed higher through the...
24 June 2026
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GLOBAL CREDIT BULLETS | Monday, 22 June 2026
FED – Hawkish debut, less forward guidance Last week, the Federal Reserve kept rates on hold at 3.50%–3.75%, in line...
22 June 2026
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GLOBAL CREDIT BULLETS | Monday, 15 June 2026
Iran – 14 Points of Agreement Last week’s escalation shifted decisively toward a deal. After days of missile launches, drone...
15 June 2026
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GLOBAL CREDIT BULLETS | Monday, 8 June 2026
US vs RoW – Diverging narrative The latest round of macro data has reinforced a clear divergence between the US...
8 June 2026
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GLOBAL CREDIT BULLETS | Monday, 1 June 2026
Iran – Closing in on a deal Last week, the US and Iran reportedly agreed on a Memorandum of Understanding...
1 June 2026
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GLOBAL EQUITY BULLETS | Wednesday, 27 May 2026
The AI wave lifts all boats Building on the sharp April recovery, equity markets extended their gains through May, with ceasefire talks...
27 May 2026
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GLOBAL CREDIT BULLETS | Monday, 25 May 2026
Iran — Prospects of a Deal Last week, improving prospects of a US-Iran deal added further momentum to the risk-on...
25 May 2026
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GLOBAL CREDIT BULLETS | Monday, 18 May 2026
US and China — Managed stability Last week, the long-awaited meeting between Trump and Xi took place in Beijing, marking...
18 May 2026
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Financial Credit, Explained: Understanding Bank Capital and AT1s
Financial credit differs from corporate credit because banks operate through layered capital structures, constantly reassessing borrower risk and holding capital...
13 May 2026
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GLOBAL CREDIT BULLETS | Monday, 11 May 2026
Iran – Open for de-escalation Last week’s developments in the Middle East reinforced the market’s optimistic stance and added further...
11 May 2026
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GLOBAL CREDIT BULLETS | Monday, 4 May 2026
Middle East — Iran stalemate, OPEC cracks The situation in the Middle East remains unresolved. The naval blockade is still...
4 May 2026
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