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Ahead of the Curve | Friday, 11th June 2021
Inflation surging in the US on the back of labor shortages – with rates market shrugging off for now.In the...
11 June 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 Equity Financials
Inflation surging in the US on the back of labor shortages – with rates market shrugging off for now.In the...
11 June 2021
Keep readingESG is front-of-mind across many industries, with the financial services sector demonstrating innovation and commitment to adopting the appropriate approach....
7 June 2021
Keep readingMarket Views Credit Global Credit
G7 – Fighting global tax elusion.Over the weekend, the G7 nations agreed to impose a minimum corporate tax rate of...
Keep readingMarket Views Credit Global Credit
Central Banks – Some are taking the punch bowl away.The Reserve Bank of New Zealand was the latest central bank...
31 May 2021
Keep readingMarket Views Equity Financials
European banks – another strong quarter supports continued share outperformance.European bank earnings season is now complete – and it is...
28 May 2021
Keep readingAn interactive dashboard with data from the Spanish National Recovery & Resilience Plan.
25 May 2021
Keep readingAn interactive dashboard with data from the German National Recovery & Resilience Plan.
Keep readingMarket Views Credit Global Credit
PMI data confirms strong European recovery.Strong PMI data last week brought business optimism to new highs and confirmed Europe’s accelerating...
24 May 2021
Keep readingMarket Views Credit Global Credit
Covid-19 – Cases on the rise in Asia.While India remains the global Covid epicentre, more Asian countries are also struggling...
17 May 2021
Keep readingAn interactive dashboard with data from the Italian National Recovery & Resilience Plan.
14 May 2021
Keep readingMarket Views Credit Global Credit
Commodity prices, inflation break-evens and nominal yield curves are rising. Central banks have calmed markets down so far, arguing that...
12 May 2021
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