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Premium Content Archives - Credit Market Analysis

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Premium Content

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15th September 2019

Rabbit out of the hat

Credit not the only winner… Mario Draghi is a magician. There’s little doubt left. Judging by the post-ECB rally in risk assets, the great conjurer has pulled it off again. Increasing Eurozone wage growth, the Chinese relenting on pork imports (out of necessity, in our view) amid rising trade-tariff optimism, US retail sales on the […]
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12th September 2019

Draghi: No happy ending

HY/IG compression: Shades of 2016… The President of the central bank might have been a little schackled, but Draghi largely likely got his way in finding some middle ground, enabling him to keep the doves and hawks both content. A compromise 10bp cut on the deposit facility to -0.50% – as well as a tiering […]
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11th September 2019

Boneheads? Hmmm, quite

More sticky plaster, please… Negative rates are not natural and nature has a habit of expunging such aberrations. So, an ECB 20bp rate cut must be in the bag! All that’s left to ponder is whether any accompanying QE is for €15bn to calm the dissenters, or €30bn to give the markets a turbo boost. […]
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2nd July 2019

Treading water

Keeping the faith… The euphoria of the month’s opening session hit a brick wall, leaving us with what could best be described as a more reflective day for the most part. Hopes and positive soundbites driving markets higher were replaced by the need for something more concrete to emerge from any US-Sino talks. Markets were […]
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1st July 2019

Eurozone rates pencil in depression!

The market expects… It could only ever have been a positive session following the weekend’s events. President Trump gave reason aplenty for risk markets to rally as pressure eased on several fronts. Hopes of a reasonable trade tariff outcome, the softening of the US stance on Huawei and, for good measure, the love-in at the […]
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30th June 2019

Please, sir, I want some more

Everyone’s a winner… We are needing to go some to match that first half. It was just about the best six month period ever for markets as equities, rates, credit, most commodities and even Bitcoin managed the most impressive of returns. For 2019 overall, we actually don’t need to match it to register a good […]
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27th June 2019

That’s a cracking first half

Now sit back and enjoy the G20… It got a little precarious through May, but we have recovered extremely well leaving us effectively to almost charge our way through a great first half of 2019. The reality check will come later. The markets have kind of fizzled out from an activity viewpoint this week reflecting […]
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25th June 2019

Fixed… income, really!

Snoozing to the halfway point… It looks as if the G20 meeting has come at just the most opportune of times, clearly leaving the markets unwilling to take a significant directional view as investors wait to see how any meeting between Trump and Xi turns out. We’re not quite treading water in the strictest of […]
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24th June 2019

Bandwagon rolls on

Opportunity to jump on… We’re in bandwagon territory, but few are neither advocating or thinking of getting off it. In fact, the thinking is that there is more to go and there’s a quite a scramble to get on board. Equities are close on 20% higher this year, fixed income in its safest form has […]
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23rd June 2019

Let the music play on

Fill your boots… There’s nothing delicate about it, but we are nicely poised to finish off the first half of the year with some style! Into the final week of the first 6 months of 2019 and it’s been a boon period for contrasting – and not always the right – reasons, for all asset […]
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