All insights
Q2 Could Be The Best For Risk in 2018
As we now are well into the Q1 earnings season we have been debating how the current quarter could well be the best for risk in 2018.
Credit Still Being Cycled
Yesterday the Bank of England released its quarterly Credit Conditions survey, which as our regular readers know, along with the Fed’s Loan Officer survey and the ECB’s Bank Lending Survey, we consider to be an important indicator on the health of the credit cycle.
Is Portugal expensive, or is Italy cheap?
When valuations in fixed income are this stretched, we must be on the lookout for overbought assets to avoid, and unloved assets offering a rare opportunity to pick up yield.
It’s Still All About The Fed
A lot has been packed into a short week but, despite all the political posturing and rhetoric surrounding trade tariffs, it is still central bank policy that ultimately drives market sentiment and this week we have seen key inputs from leading players at the most important central bank of all, the US Federal Reserve, that have been somewhat overshadowed by more sensationalist news from the political arena.
Looking at all of the Dot Plots
Last Wednesday the Fed raised interest rates in the US for the sixth time since it began this hiking cycle at the end of 2015.
Hammer Time? No it’s Politicians’ Time
On Sunday Lewis Hamilton begins his quest for a 5th Formula One World Championship.