Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 18th October 2021
US inflation – less and less transitoryUS inflation data for September remain strong. Headline inflation stays at 5.4% yoy, the...
18 October 2021
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Market Views Equity Financials
Ahead of the Curve | Friday, 15th October 2021
Stagflation fears rising despite resilient demandRising inflation expectations amidst what is likely to be peak growth acceleration coming out of...
15 October 2021
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GLOBAL CREDIT BULLETS | Monday, 11th October 2021
Global growth – clouds at the horizonA few clouds darken the horizon for global growth. On the supply side, bottlenecks...
11 October 2021
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GLOBAL CREDIT BULLETS | Monday, 4th October 2021
Energy crisis – stocking up for the winterA deep energy crisis is adding to the list of supply bottlenecks. Production...
4 October 2021
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Ahead of the Curve | Friday, 1st October 2021
Bank stocks in focus as central banks turn hawkish.Last week saw a hawkish inflection from two major central banks with...
1 October 2021
Keep readingGerman Elections: taking stock
After a very tight electoral race, Germany is entering what looks like a long period of coalition negotiations. All the...
30 September 2021
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Post-summer; macro, inflation & China in focus – Douglas Branson and Alberto Gallo
After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments...
28 September 2021
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GLOBAL CREDIT BULLETS | Monday, 27th September 2021
German elections – Too close to callSPD won German elections with 25.7%, in line with polls and 5 %-points better...
27 September 2021
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Evergrande crisis
This week, markets turned volatile due to contagion fears from the real estate developers crisis in China. In recent weeks,...
21 September 2021
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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....
20 September 2021
Keep readingMarket Views Equity Financials
Ahead of the Curve | Friday, 17th September
COVID-related inflation pressures subside, but stickier inflation measures continue to riseInflation continues to dominate the market’s attention. There are clear...
17 September 2021
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