Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 8 May 2023
US Regional Banks – More volatilityUS regional banks remain under pressure. Post First Republic resolution, other (smaller) names in the...
8 May 2023
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Tuesday, 2 May 2023
First Republic – A solution, at lastOver the weekend, JP Morgan won an auction, coordinated by the FDIC, to take...
2 May 2023
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GLOBAL CREDIT BULLETS | Monday, 24 April 2023
Macro data – Mixed signalsEconomic data in April continue to give mixed signals, with manufacturing cooling quickly in US and...
24 April 2023
Keep readingWhat I learnt in the USA
While the US banking crisis seems now contained, it is likely small and medium-sized US banks will experience a new...
17 April 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 17 April 2023
US – One and DoneThe Fed is likely to hike one last time in May, and then go on hold...
Keep readingResponsible Investing | What it is and how the regulatory framework evolved
Responsible investing, green transition, ESG: what exactly do they mean? What rules must the players in the sector follow and...
13 April 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Tuesday, 11 April 2023
US Data – Loosening up.Last week’s US data painted an increasingly dovish picture. The manufacturing and service ISM surveys fell...
11 April 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 3 April 2023
Euro inflation – Base effects kicking in but core still higherEurozone headline inflation fell to 6.9% YoY from 8.5% last...
3 April 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Tuesday, 28 March 2023
AT1s – Don’t write down the asset class. The write-down of Credit Suisse subordinated bonds triggered a volatile week for AT1s....
28 March 2023
Keep readingEuropean banks are safe
The past week has seen increasing concern about the health of the banking sector. Following the rescue of Credit Suisse,...
24 March 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Tuesday, 21 March 2023
Markets – Slowdown but no credit stressOver the past week, volatility in global markets massively picked up again, following stress...
21 March 2023
Keep readingMarket Views Credit Financials
The Curious Incident of Credit Suisse AT1
Why a policy mistake should not spell doom for the asset class Download Following a week of market turmoil and...
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