Credit risk is real. It’s easy to forget this platitude in times when both investment grade and high yield credit markets go from strength to strength. Even one of Europe’s… Read more »
What are the breakeven scenarios for the next 12 months?
Short term US dollar interest rates continue their march higher… Read more »
While the market gears up for the much anticipated European Central Bank meeting on Thursday, there are two other European central banks due to meet earlier in the day; Sweden… Read more »
And they say German elections are boring… As the preliminary results are in, here are our three key takeaways. (1) Merkel goes fourth First things first, as expected Angela Merkel… Read more »
The votes are in and it’s pretty unanimous. Despite Mario Draghi’s best efforts to persuade otherwise, the market is clear that today’s announcements are tantamount to tapering. Frankly anything less… Read more »