Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 2 September 2024
Rates – Lot’s in the price Rates markets continue to be very well priced for a fast cutting cycle, with...
2 September 2024
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 26 August 2024
Jackson Hole – The time has come Last week, Fed Chair Jerome Powell came with a rather dovish message at...
26 August 2024
Keep readingMarket Views Equity Financials
Recent market turmoil: a positioning shake-up.
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
6 August 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 5 August 2024
Markets – Bad news is bad news Markets are turning weaker as recession fears mount. Weak manufacturing data in Europe,...
5 August 2024
Keep readingMarket Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 31 July 2024
Political developments – Trading or investing? Joe Biden has withdrawn from the 2024 presidential race, endorsing Vice President Kamala Harris,...
31 July 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 29 July 2024
Fed Preview – Hints for cutsThe Fed will keep rates unchanged but likely to open the door to a first rate cut...
29 July 2024
Keep readingClean Alpha Equity Global Equity
Clean Alpha | Not Just Another Brick in the Wall
Download Future buildings will be structures that minimise their environmental impact and enhance the health and wellbeing of their occupants....
25 July 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday 22 July 2024
US Elections – Trumping marketsEarly last week, former President Donald Trump released an interview discussing the plan for US, shall...
22 July 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 15 July 2024
US – September cut in sightInflation surprised to the downside last week, as headline prices fell by -0.1% MoM and...
15 July 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 8 July 2024
France – Hung parliament but extremes avoidedThe left-wing NFP alliance surprisingly won the second round of French elections with 182...
8 July 2024
Keep readingMarket Views Equity Global Equity
Mid-Year Updates 2024 | Equity: themes for the future.
Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability,...
4 July 2024
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