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Market Views Credit Global Credit
Bank of Japan – Defying the inevitable (for now)The BoJ surprised markets on Wednesday by leaving their yield-curve-control (YCC) policy...
23 January 2023
Keep readingMarket Views Equity Global Equity
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
17 January 2023
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US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
16 January 2023
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US – Tight labour market remains a headache for the FedLast week showed continued signs of hot labour markets in...
9 January 2023
Keep readingMarket Views Credit Global Credit
We believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
Keep readingMarket Views Credit Global Credit
European inflation – Pointing down The first week of 2023 will see the release of December CPI inflation across Europe....
3 January 2023
Keep readingThe resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
21 December 2022
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Fed – Terminal rate in sight Last week, US inflation surprised again on the downside, leading to softer messaging from...
19 December 2022
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For some time, bond investors have been anticipating the steep interest rate increases we have seen in 2022. Banks are...
15 December 2022
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Fed – Slower but higher The Federal Reserve will hold its last FOMC meeting of 2022 on Wednesday, when it will...
12 December 2022
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China – time to re-think outlookIn the last few weeks, China’s re-opening has been challenged by a massive surge in...
5 December 2022
Keep readingMarket Views Credit Global Credit
Oil markets – Back on a rollLast week, oil turned more volatile once again.Uncertainty over the amount of supply cuts...
28 November 2022
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