EU Fiscal rules: Fit for the future?
Few questions have been as polarizing, in Europe, as that of whether and how the overly complex EU fiscal framework...
21 December 2021
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 20th December 2021
Central banks – Hawkish tilt.This week, major central banks recognized inflationary risks and turned their tone more hawkish. In the...
20 December 2021
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GLOBAL CREDIT BULLETS | Monday, 13th December 2021
Central banks week – Tentative hawkishThis week, a flurry of central banks will give some hawkish signs, and the divergence...
13 December 2021
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Ahead of the Curve | Friday, 10th December 2021
Omicron variant causes short-term market wobblesWhile the Financial sector was predictably weak following the Omicron discovery, and uncertainty remains surrounding...
10 December 2021
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GLOBAL CREDIT BULLETS | Monday, 6th December 2021
Omicron – Surely faster, maybe milder.The past week has been characterized by fears on the omicron variant. Information is very...
6 December 2021
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How should we quantify the impact of climate change on inflation?
Economic theory tells us that persistent deficits fuel inflation. Does this rule also apply to our biocapacity deficit, defined as...
2 December 2021
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The new opportunities in financial equity – Douglas Branson, Mark Conrad
With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 29th November 2021
Covid – New strain fearsOn Friday, panic hit markets as a new Covid strain was found in South Africa. The...
29 November 2021
Keep readingEurope’s Covid Resurgence: Why Boosters are Key
As winter draws closer, Europe is again facing the threat of a new Covid wave with daily cases hitting record...
23 November 2021
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 22nd November 2021
Fed – waiting for new chairmanThis week, the White House will likely announce the new chairman of the Federal Reserves....
22 November 2021
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Ahead of the Curve | Friday, 19th November 2021
Commerzbank in the sweet spot with rising inflation and cost executionCommerzbank has underperformed the European bank index by 10% since...
19 November 2021
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