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GLOBAL CREDIT BULLETS | Monday, 10 March 2025
MEGA – Make Europe Great Again In a historic shift, Germany broke free of fiscal shackles last week to announce...
10 March 2025
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 3 March 2025
Ukraine – Pivotal moment for Europe Friday’s talks between President Trump and President Zelensky derailed, leaving Europe effectively at a...
3 March 2025
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GLOBAL EQUITY BULLETS | Wednesday, 26 February 2025
European Equities outperformance: More Than a Bounce? How reporting season is going: Halfway through the Q4 earnings season, Stoxx 600 Q4 EPS...
26 February 2025
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GLOBAL CREDIT BULLETS | Monday, 24 February 2025
German Elections – Fiscal Hopes Alive but Cloudy The CDU/CSU under Friedrich Merz won the German elections with 28.5% and...
24 February 2025
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GLOBAL CREDIT BULLETS | Monday, 17 February 2025
Ukraine plan – A US business. Trump initiated direct peace talks with Putin to address the ongoing conflict in Ukraine....
17 February 2025
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GLOBAL CREDIT BULLETS | Monday, 10 February 2025
US Economics – Few signs of weakness The US economy has proven resilient in yet another round of data releases....
10 February 2025
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GLOBAL CREDIT BULLETS | Monday, 3 February 2025
US Politics – Trump gets serious Over the weekend, Trump used National Emergency powers to announce 25% tariffs on Mexico/Canada...
3 February 2025
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GLOBAL CREDIT BULLETS | Monday, 27 January 2025
Trump inauguration – no fireworks yet Donald Trump was inaugurated last Monday as 47th president of the United States. He...
27 January 2025
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Davos 2025: Key Takeaways
There is a general sense of great optimism, but also heightened geopolitical concerns. Americans are extremely positive, while Europe is...
24 January 2025
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GLOBAL EQUITY BULLETS | Wednesday, 22 January 2025
The Divergence between Concentration and Value in Equity Markets The global concentration of equity has become increasingly polarised, with a...
22 January 2025
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GLOBAL CREDIT BULLETS | Monday, 20 January 2025
US Politics – Inauguration Day Today Trump will be inaugurated as the 47th president. He’ll be sworn in at 12pm...
20 January 2025
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GLOBAL CREDIT BULLETS | Monday, 13 January 2025
US Economy – Strength Continues Friday’s job data surprised strongly to the upside, as 256k new jobs were added versus...
13 January 2025
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