Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 20 October 2025
Dispatch from Washington – Takeaways from IMF annual meetings We spent the week in Washington DC for the IMF Annual...
20 October 2025
Keep readingInsights
Filtered by Category
Market Views
Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 13 October 2025
France — Postponing a necessary adjustment French Prime Minister Lecornu resigned less than a month into the job, catching markets...
13 October 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 6 October 2025
Financial Repression – The elephant in the room Public debt has surged to 100% of GDP, with governments unable to...
6 October 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 29 September 2025
US – Room for rate cuts ahead Last week, growth indicators were solid, with PMIs expanding, GDP up 3.8% quarter-on-quarter,...
29 September 2025
Keep readingMarket Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 24 September 2025
Equities heat up over the summer Global equity investors enjoyed a strong summer, with markets moving materially higher since our...
24 September 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 22 September 2025
FED – Easing cycle has started Last week, the Fed lowered its overnight rate to 4.00–4.25%. Rates rallied on the...
22 September 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 15 September 2025
US – Green light for easing Last week, CPI surprised to the upside. Core CPI was broadly in line with...
15 September 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 8 September 2025
UK – Fiscal drives you higher Last week, UK rates were one of the drivers of duration selloff, with 30-year...
8 September 2025
Keep readingMarket Views Equity Financials
Positive proof points in an uncertain world
Despite macro uncertainty, financial equities continue to deliver. European banks show resilient fundamentals and earnings upgrades, while US financials benefit...
5 September 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 1 September 2025
France – Short lived fears or lasting change? Last Tuesday, Bayrou called a confidence vote on his budget, a...
1 September 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 25 August 2025
Jackson Hole – September cut cemented At the annual monetary policy conference in Jackson Hole, Fed Chairman Jerome Powell...
25 August 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 4 August 2025
US – Powell vs Data Last week, the Fed left interest rates unchanged, as widely expected. The tone during the...
4 August 2025
Keep reading
Load more
