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GLOBAL CREDIT BULLETS | Monday, 30 March 2026
Iran – The gulf chess board Last Monday, President Trump announced that negotiations with Iran were underway, following earlier threats...
30 March 2026
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GLOBAL EQUITY BULLETS | Wednesday, 25 March 2026
Middle East tensions trigger global market sell-off After a relatively strong start to the year, during which Asian markets and Europe outperformed a broadly flat US market,...
25 March 2026
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GLOBAL CREDIT BULLETS | Monday, 23 March 2026
Iran – Strikes on energy infrastructure push oil higher Last week, tensions in the Middle East escalated further, with continuous...
23 March 2026
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GLOBAL CREDIT BULLETS | Monday, 16 March 2026
Iran – All about Hormuz The second week of the conflict reinforced the view that the war may last longer...
16 March 2026
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War in the Middle East: The market enters a new phase of volatility.
The key variable for markets is the duration of the conflict between the US, Israel and Iran. A short conflict...
11 March 2026
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GLOBAL CREDIT BULLETS | Monday, 9 March 2026
Iran – Tail risks rising, rates selloff The first week of the Middle East conflict has now passed, but the...
9 March 2026
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GLOBAL CREDIT BULLETS | Monday, 2 March 2026
Iran – Operation epic fury unfolds Last Saturday, after weeks of escalating tensions, the US and Israel launched coordinated strikes...
2 March 2026
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GLOBAL EQUITY BULLETS | Wednesday, 25 February 2026
A positive start to 2026 Global equities began 2026 on an upbeat note, with the MSCI World Index rising 2.3%...
25 February 2026
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GLOBAL CREDIT BULLETS | Monday, 23 February 2026
Iran – Deal or strike US military presence around Iran continues to increase as negotiations appear to stall, lifting market-implied...
23 February 2026
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GLOBAL CREDIT BULLETS | Monday, 16 February 2026
US – Strong jobs, soft inflation: the sweet spot A fresh round of US data last week reinforced the view...
16 February 2026
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GLOBAL CREDIT BULLETS | Monday, 9 February 2026
Japan – Takaichi consolidates power, fiscal unleashed Last Sunday, the LDP and Takaichi secured 316 of the 465 seats in...
9 February 2026
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