Tag: Market Insight

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Azhar’s Crunching Credit – Red Hot July

July was scorching hot in credit markets, spreads tightened aggressively...

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Waiting for the Storm: Private Credit Mid-Year Outlook

In this outlook, we assess why private credit has generally...

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AMO Insight ‘Awaiting Performance Improvement in the Stock Market’

While Japanese stocks, which have been rising under the influence...

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Central Banks Continue to Tighten, and Fireworks Not Over Yet

US Federal Reserve The Federal Reserve (Fed) raised rates by...

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Giorgio Pradelli: “We Delivered Strong Performance and Record Net Profit in the First-Half 2023”

Watch the interview with our Chief Executive Officer, Giorgio Pradelli,...

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Azhar’s Crunching Credit – June Swoon

June was a baffling month. Inflation data didn’t subside substantially,...

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AMO Insight ‘Sustainability of Inflation in Japan Hinges on Service Prices’

Service prices, which are key to sustaining stable inflation, are...

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Mid-Year 2023 Outlook: Time to Engage More Fully

Introduction For this mid-year outlook, the theme continues to be...

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Rebellion Weekend

Key points   Some cautious lessons from the Wagner Group...

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Powell’s Pause—or Powell’s Pit Stop?

Market Recap   Equity markets rallied this week, with the...

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