Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 24th October 2022
ECB – Another 75bp hikeWe expect a second consecutive 75bp deposit rate hike at this week’s ECB meeting given further...
24 October 2022
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
ECB – Another 75bp hikeWe expect a second consecutive 75bp deposit rate hike at this week’s ECB meeting given further...
24 October 2022
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Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever,...
19 October 2022
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US – Inflation keeps risingThe CPI reading for September came in stronger than market expectations. Headline CPI came in at...
17 October 2022
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US labour market – Slowing at a slow paceSeptember payrolls rose 263k, down from August’s 315k, albeit still on the...
10 October 2022
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Download The dollar is our currency, but it’s your problem. John Connally, US Treasury Secretary, 1971 Until the end of...
4 October 2022
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UK – Emerging cracksThe UK continued to experience market turbulence last week following the announcement of the “mini-budget”. The sell-off...
3 October 2022
Keep reading“Many people misunderstand the concept of investing with that of trading. You need to invest capital with patience and a...
29 September 2022
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Italy – Right-wing landslideItalian elections concluded with a solid victory of the right-wing coalition. The three parties overall obtained c.44%...
26 September 2022
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Federal Reserve – Last stop 4% Lower headline inflation driven by lower energy prices is not enough to make the Fed...
19 September 2022
Keep readingListen to Davide Serra (Founder & CEO, Algebris Investments) in The Talent Show: a new podcast series from FT Talent,...
13 September 2022
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ECB – Hawkish is not enough During last week’s monetary policy meeting, the ECB raised rates by 75bp and substantially raised...
12 September 2022
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