September 20, 2021
GLOBAL CREDIT BULLETS | Monday, 20th September 2021
US Inflation – half a year of “transitory”US CPI increased 0.3% MoM (5.3% YoY) in August, slightly missing consensus estimates....
Keep readingSeptember 20, 2021
US Inflation – half a year of “transitory”US CPI increased 0.3% MoM (5.3% YoY) in August, slightly missing consensus estimates....
Keep readingSeptember 17, 2021
COVID-related inflation pressures subside, but stickier inflation measures continue to riseInflation continues to dominate the market’s attention. There are clear...
Keep readingSeptember 13, 2021
ECB – The Lady’s not tapering.The ECB September meeting brought about a quite dovish message. Lagarde signalled some reduction in...
Keep readingSeptember 10, 2021
On 26th September, Germans will go to the polls to elect the first government of the post-Merkel era. With only...
Keep readingSeptember 6, 2021
The Fed’s dovish turn.Recent US data pushed the Fed on a more dovish course. The August jobs report data displayed...
Keep readingSeptember 3, 2021
Economic and investment highlights Economic, politics and markets Delta variant growth concerns hit the re-opening trades, though equity markets continued...
Keep readingBank equities and Bunds finally diverging.Investing in European bank stocks has often felt like just another way to bet on...
Keep readingSeptember 2, 2021
Download “This guy wants to tell me we’re living in a community? Don’t make me laugh! I’m livin’ in America,...
Keep readingAugust 9, 2021
US jobs – Grinding stronger.The US July jobs report came out pretty strong. NFPs increase 943k, beating 870k consensus, with...
Keep readingAugust 6, 2021
ECB lifts dividend ban – banks poised to return significant amounts of excess capital to shareholders.The ECB finally lifted its...
Keep readingEconomic and investment highlights Economic, politics and markets • Minor growth scare over delta variant and China, combined with dovish...
Keep readingAugust 2, 2021
China – The crackdown intensifies.Last week, the Chinese government increased its pressure on private businesses, this time directed towards the...
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