Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 15th November 2021
Inflation – No gravityUS inflation data continue to accelerate. In October, the CPI basket increased 0.9% on a monthly basis...
15 November 2021
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
Inflation – No gravityUS inflation data continue to accelerate. In October, the CPI basket increased 0.9% on a monthly basis...
15 November 2021
Keep readingThe Algebris Bullet Credit Global Credit
Download “All you need is faith, trust, and a little pixie dust.” – Peter Pan If you are a bond...
8 November 2021
Keep readingMarket Views Credit Global Credit
Fed – taper onLast Wednesday, the Fed announced the beginning of QE tapering, as largely anticipated. Purchases will be reduced...
Keep readingMarket Views Equity Financials
European Bank earnings – shaping up to be the fifth quarter in a row of big beatsEarnings for the European...
5 November 2021
Keep readingMarket Views Credit Global Credit
ECB – Behind the curve.At the October meeting, the ECB looked way behind the curve. While the statement was uneventful,...
1 November 2021
Keep readingMarket Views Credit Global Credit
UK – stagflation getting realSeptember UK inflation remained elevated, with the print delivering a 0.3% monthly increase and 3.1% annual...
25 October 2021
Keep readingAmong mounting talks of stagflation and the risk of shifts in inflation regimes, we update our comparison of US and...
20 October 2021
Keep readingESG & Policy Research Credit Global Credit
Download Had the CPI included the cost of paying for our growing CO2 emissions the price level today would be...
18 October 2021
Keep readingMarket Views Credit Global Credit
US inflation – less and less transitoryUS inflation data for September remain strong. Headline inflation stays at 5.4% yoy, the...
Keep readingMarket Views Equity Financials
Stagflation fears rising despite resilient demandRising inflation expectations amidst what is likely to be peak growth acceleration coming out of...
15 October 2021
Keep readingMarket Views Credit Global Credit
Global growth – clouds at the horizonA few clouds darken the horizon for global growth. On the supply side, bottlenecks...
11 October 2021
Keep reading