Tag: Inflation
Azhar’s Crunching Credit – February Spreads Tighten But Eyes Still on Inflation Data
February was a month where we saw spreads tighten to...
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Muzinich Weekly Market Comment: Inflation Weighs on Government Bonds
In our weekly take on the key developments in financial...
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JP’s Journal: Powell’s Message: The Job’s not Quite Done
Last week, a headline mentioned the increase in use of...
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Upside Inflation Surprise… Not as Bad as it Looks
Headline December UK consumer price inflation (CPI) came in at...
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What Worked in 2023 and What Could Work in 2024?
What worked in 2023 and what could work in 2024...
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Commodities: An Immaculate Asset for an Immaculate Disinflation?
Commodities: an immaculate asset for an immaculate disinflation? A recent...
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European Review: Some Deficits Remain in the Red
Europe is no stranger to a debt crisis but Greece...
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Swiss Inflation and Administered Prices
Inflation in Switzerland surged in 2021-22, although to levels far...
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The Shape of Things to Come – Are EM Corporates Ahead of the Curve?
Some investors have been increasing exposure to emerging market corporates...
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The Jury is Still Out on the Impact of El Niño
Weather has always been a key factor influencing the outlook...
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