Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 30 January 2023
Fed – Can’t hold the Hawkish line much longerDespite the recent hawkish tone by Fed officials on the need for...
30 January 2023
Keep readingThe central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]

Market Views Credit Global Credit
Fed – Can’t hold the Hawkish line much longerDespite the recent hawkish tone by Fed officials on the need for...
30 January 2023
Keep readingMarket Views Credit Global Credit
Bank of Japan – Defying the inevitable (for now)The BoJ surprised markets on Wednesday by leaving their yield-curve-control (YCC) policy...
23 January 2023
Keep readingSome of the key takeaways from the World Economic Forum 2023 in Davos: The resilience of the European Union, unexpected...
20 January 2023
Keep readingMarket Views Equity Global Equity
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
17 January 2023
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US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
16 January 2023
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US – Tight labour market remains a headache for the FedLast week showed continued signs of hot labour markets in...
9 January 2023
Keep readingMarket Views Credit Global Credit
We believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
Keep readingMarket Views Credit Global Credit
European inflation – Pointing down The first week of 2023 will see the release of December CPI inflation across Europe....
3 January 2023
Keep readingThe resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
21 December 2022
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Fed – Terminal rate in sight Last week, US inflation surprised again on the downside, leading to softer messaging from...
19 December 2022
Keep readingMarket Views Credit Financials
For some time, bond investors have been anticipating the steep interest rate increases we have seen in 2022. Banks are...
15 December 2022
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