Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 20 January 2025
US Politics – Inauguration Day Today Trump will be inaugurated as the 47th president. He’ll be sworn in at 12pm...
20 January 2025
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
US Politics – Inauguration Day Today Trump will be inaugurated as the 47th president. He’ll be sworn in at 12pm...
20 January 2025
Keep readingMarket Views Credit Global Credit
US Economy – Strength Continues Friday’s job data surprised strongly to the upside, as 256k new jobs were added versus...
13 January 2025
Keep readingMarket Views Credit Global Credit
Focus Q1-25 – Trump, data, geopolitics This year’s first quarter will be driven by US politics, economic data and global...
7 January 2025
Keep readingMarket Views Credit Global Credit
Fed – Focus back to inflation The Federal Reserve turned hawkish at its December meeting. The Fed cut rates by...
23 December 2024
Keep readingMarket Views Equity Financials
2024 was an exceptional year for global financials, driven by political events like elections in India, France, and the US,...
12 December 2024
Keep readingMarket Views Equity Global Equity
For 2025, key themes are quality, focus, and selectivity. In the US, opportunities lie beyond the “Magnificent Seven” amid narrowing...
10 December 2024
Keep readingMarket Views Credit Global Credit
US Economics – Labour markets on track The US added 227k jobs in November, in line with expectations of 220k,...
9 December 2024
Keep readingMarket Views Credit Global Credit
The 2025 macroeconomic landscape will be shaped by U.S. policy uncertainty following Trump’s return to the presidency. Fiscal expansion, trade...
4 December 2024
Keep readingMarket Views Credit Global Credit
France – Budget drama to carry on In France, political turmoil continues as the government struggles to approve a budget....
2 December 2024
Keep readingIn the US markets, caution is advised, although the appointment of Scott Bessent as Treasury Secretary is seen as a...
25 November 2024
Keep readingMarket Views Credit Global Credit
Europe – Poor sentiment post TrumpEuropean PMIs dropped strongly post US elections, as the composite PMI fell from 50 to...
Keep reading