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War in the Middle East: The market enters a new phase of volatility.
The key variable for markets is the duration of the conflict between the US, Israel and Iran. A short conflict...
11 March 2026
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 9 March 2026
Iran – Tail risks rising, rates selloff The first week of the Middle East conflict has now passed, but the...
9 March 2026
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GLOBAL CREDIT BULLETS | Monday, 2 March 2026
Iran – Operation epic fury unfolds Last Saturday, after weeks of escalating tensions, the US and Israel launched coordinated strikes...
2 March 2026
Keep readingMarket Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 25 February 2026
A positive start to 2026 Global equities began 2026 on an upbeat note, with the MSCI World Index rising 2.3%...
25 February 2026
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GLOBAL CREDIT BULLETS | Monday, 23 February 2026
Iran – Deal or strike US military presence around Iran continues to increase as negotiations appear to stall, lifting market-implied...
23 February 2026
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GLOBAL CREDIT BULLETS | Monday, 16 February 2026
US – Strong jobs, soft inflation: the sweet spot A fresh round of US data last week reinforced the view...
16 February 2026
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GLOBAL CREDIT BULLETS | Monday, 9 February 2026
Japan – Takaichi consolidates power, fiscal unleashed Last Sunday, the LDP and Takaichi secured 316 of the 465 seats in...
9 February 2026
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GLOBAL CREDIT BULLETS | Monday, 2 February 2026
Federal Reserve – Name game finally over Last Friday, Donald Trump nominated Kevin Warsh as the next Chair of the...
2 February 2026
Keep readingMarket Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 28 January 2026
Annual review – A strong 2025 for global equities Global equities navigated periodic volatility in 2025 but finished strongly, with...
28 January 2026
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GLOBAL CREDIT BULLETS | Monday, 26 January 2026
Greenland – From confrontation to coordination Greenland returned to the spotlight last week. President Trump’s rhetoric was again aggressive, particularly...
26 January 2026
Keep readingDavos 2026: Key Markets & Macro Implications
The central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away...
23 January 2026
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