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Market Views Credit Global Credit
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
19 July 2023
Keep readingMarket Views Credit Global Credit
US inflation – All the way downUS CPI for June was recorded at 0.2% m/m and 3% y/y, the lowest...
17 July 2023
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We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...
12 July 2023
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China – Weak momentum continuesChina’s Caixin PMI’s fell last week by 3.1 points to 52.5, extending the ongoing decline in...
10 July 2023
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US Data – Leading the way upThe US economy continues to defy gravity and once again surprised last week with...
4 July 2023
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Fed – Hawkish talk, dovish actionThe Federal Reserve maintained policy rates unchanged at 5-5.25% at its June meeting, for the...
19 June 2023
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Fed Preview – On knife’s edgeThe Fed is likely to hold rates on pause this week, after raising them 500bps...
12 June 2023
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Fed – None the wiser The US labour market data last week presented a mixed picture. While NFP/ADP employment and...
5 June 2023
Keep readingHow can we evaluate if an investment is responsible from an environmental standpoint? What impact can a company have on...
1 June 2023
Keep readingThe global economy is slowing down. What does this mean for markets and investments? In Asia, China’s reopening is proceeding...
30 May 2023
Keep readingMarket Views Credit Global Credit
US debt ceiling – Deal in reachOver the weekend, Republican leadership found an agreement in principle with the Democratic administration...
29 May 2023
Keep readingMarket Views Credit Global Credit
China – Weaker data, weaker currencyChina’s data is slowing, as weaker PMIs, credit data and inflation disappoint the reopening narrative...
22 May 2023
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