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Investors’ Corner | Thursday, 28th April 2022
Are all investors on the same page? Well, only in the sense that they are having to make quite big...
28 April 2022
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GLOBAL CREDIT BULLETS | Monday, 25th April 2022
France elections – Tail risks removed. The second round of French Presidential elections ended with a comfortable win by Macron....
25 April 2022
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Is a Recession Coming? What Economic and Financial Market Data Are Telling Us Respectively
With the Russia-Ukraine war triggering a commodity price shock and the Fed on a hawkish tightening path to tame inflation,...
22 April 2022
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GLOBAL CREDIT BULLETS | Tuesday, 19th April 2022
ECB – Behind the curve.The ECB meeting last Thursday came out more dovish than expected. Updates on the policy front...
19 April 2022
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GLOBAL CREDIT BULLETS | Monday, 11th April 2022
French elections – Macron “en marche”, but not over yet.The first round of French Presidential elections leads to a result...
11 April 2022
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GLOBAL CREDIT BULLETS | Monday, 4th April 2022
Europe – Rates to Rise Further.Inflation data last week in Europe remained strong, strengthening the case for policy normalization. Germany...
4 April 2022
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GLOBAL CREDIT BULLETS | Monday, 28th March 2022
Mind the gas.As the war lasts more than broadly anticipated, risks around gas supplies for Europe increase. Economic and financial...
28 March 2022
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Investors’ Corner | Thursday, 24th March 2022
Hands-up anyone who made substantial changes to their investment portfolio in the last 3 months. While this is clearly tongue-in-cheek,...
24 March 2022
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GLOBAL CREDIT BULLETS | Monday, 21st March 2022
Ukraine – Early for negotiation hopes.Last week, markets rallied on hopes on the ongoing negotiations between Russia and Ukraine. Early...
21 March 2022
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GLOBAL CREDIT BULLETS | Monday, 14th March 2022
Russia/Ukraine – No relief yet. The Russian invasion of Ukraine has entered its third week. Despite direct talks between Ukrainian...
14 March 2022
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Time is a Commodity: the impact of sanctions on Fortress Russia
Over the past weeks, the EU and Western allies have ramped up financial and economic sanctions against Russia in response...
8 March 2022
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GLOBAL CREDIT BULLETS | Monday, 7th March 2022
Russia/Ukraine – Russia is being cut-off. The war between Ukraine and Russia has escalated. Russian local markets finally opened this...
7 March 2022
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