Close Menu
Market Views Credit Global Credit
Russia/Ukraine – War In Europe.Russia launched a full-scale attack on Ukraine last Thursday. Western sanctions against Russia were initially mild,...
28 February 2022
Keep readingMarket Views Credit Global Credit
Ukraine – Tensions vs diplomacy.Tensions continue to increase in Eastern Ukraine. Over the weekend, multiple ceasefire violations have been recorded...
21 February 2022
Keep readingMarket Views Credit Global Credit
Regime Change: as interest rates go up, investors will need to adjust portfolios Headline and core inflation is higher than...
16 February 2022
Keep readingMarket Views Credit Global Credit
US inflation – No top in sight.January US CPI came out at 7.5% yoy, making new highs. The energy component...
14 February 2022
Keep readingMarket Views Credit Global Credit
ECB – Last dove flying awayThe first ECB meeting of 2022 turned carrying a strong hawkish surprise. While no policy...
7 February 2022
Keep readingMarket Views Equity Financials
The Fed gets hawkish – Implications for banksLast week’s FOMC meeting showcased an increasingly hawkish Fed, underpinned during the press...
3 February 2022
Keep readingMarket Views Credit Global Credit
Italy – Uncertainty postponedIn Italy, Sergio Mattarella has been re-elected as President, after one week of political negotiations which failed...
31 January 2022
Keep readingMarket Views Credit Global Credit
China – Little easing is better than nothing.Concerns on the economy slowdown finally triggered easing by the Chinese authorities. High...
24 January 2022
Keep readingInflation: What investors need to know The US just printed a 7% y-o-y increase in inflation. Europe is hardly lagging...
19 January 2022
Keep readingMarket Views Credit Global Credit
US rates – Hawks are in the air.The environment for US rates keeps turning more hawkish. On Wednesday, the December...
17 January 2022
Keep readingMarket Views Equity Financials
2022 Outlook – European Banks in the sweet spot among persistent inflationary pressures.Global interest rates, particularly in the front-end, have...
13 January 2022
Keep readingMarket Views Credit Global Credit
Omicron – More cases, less lockdowns.Over holidays, Covid cases exploded globally. The United States now records more than 1 million...
10 January 2022
Keep reading
