Suki Mann

Author Archives: Suki Mann

21st March 2019

The Fed is your friend

Managing the decline in macro… The Fed delivered a welcome dovish turn-up for the books and has likely provided the markets enough of an injection of a prolonged level of liquidity assistance that it will carry lumbering global economy through 2019. The good old peak to trough in the level of the economic cycle (be […]
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20th March 2019

The Fed signs off on 2019!

Thank you, America… The Fed took centre stage and suggested that they will be on hold for the whole of 2019 which elicited a euphoric market response amid much relief. In euro credit, €27bn in each of January and February and we have followed up with €22bn so far in March, with little sign of […]
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18th March 2019

Credit making hay while the sun shines

Credit sees off any Brexit uncertainty… We had a potentially massive few days ahead of us, but the third meaningful Brexit vote is looking increasingly unlikely that it is going ahead – and it was the most important event, in our view. The EU Council meetings on 21/22 March now comes into play in its […]
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17th March 2019

Half time – and it’s game on

Credit parties like it’s… We’re at the halfway stage for the month and just a couple of weeks away from the corporate bond market seeing out the first quarter – and in fine form. Unbelievable as it might be, we need a double-take at the performance it has delivered for investors, who had been very […]
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13th March 2019

Wary markets

It ain’t over just yet… This Brexit jig is anything but over. The EU should cut the legs off from under it and refuse an Article 50 extension because if we get no deal and no Brexit – it will only be ‘for now’. There will be immense pressure for the UK to go for […]
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12th March 2019

May’s mess

Hold your nerve… Well, that was what we would call a volatile session. It impacted FX, rates and equity markets with credit alone in the ascendancy. The greatest levels of volatility were in FX markets. We think that Unicredit played it smart with an AT1 print, on the screens just as the markets opened with […]
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11th March 2019

Uncle Sam to the rescue

Calm amid stormier waters… The reverberations from last week’s slashing of growth and inflation Eurozone forecasts for 2019 by the ECB are still being felt. Equities had a bad couple of days and, admittedly, we saw a smart bounce in this week’s opening session, but it all feels tentative. It won’t take much for the […]
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7th March 2019

Thanking you, Mr Draghi

Can’t blame it on the Brexit… The Eurozone is still in crisis. Just as we suggested previously, the ECB came out with additional policy accommodation. Although rates were left unchanged – we think moving on them is politically more difficult – the potential rise in interest rates was pushed back to 2020, and the central […]
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6th March 2019

Go with the flow

The crystal ball says… The deals keep coming but there was a kind of lull in the market nevertheless. We’re pre-ECB and it’s likely going to be all guns blazing thereafter. Surely Draghi will present a more dovish policy stance amid continued (and increasing) weakness across the Eurozone, even if some have pointed to the […]
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5th March 2019

No respite in corporate primary

Risk market hold their nerve… A forced break from the recent upward momentum in the markets came courtesy of the (not unexpected) news that China officially forecast slowing growth this year. No longer ‘around 6.5%’ – as they reduced their expectation to between 6 – 6.5% – was enough to have us take a breather. […]
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