Bond Market Monitor: TRUMPolined Recession
President Trump's tariffs announcement has led to pessimism about the US economy, with recommendations to invest in short-rated bonds, variable...
325 Views
Bond Market Monitor: The Trump Card
The Fed's reluctance to cut rates, combined with rising defaults and inflation, may lead to a recession in 2026, while policy uncertainty under...
495 Views
Bond Market Monitor: 2025 as Another Year for USD Bonds
The impact of Donald Trump's victory in 2024 on rates in 2025, with expectations of a recession in 2026 and declining consumption but sticky...
619 Views
Bond Market Monitor: Time to Invest in EM Bonds
Here is the time to review what we said last December. We are due to the launch thew revision by the end of the month. Stay tuned!
888 Views
Energy Absolute: Energy Limited
EA's disappointing Q3 results were expected due to declining EBITDA, but Criat's iRAP Global Plus PD Toolkit still gives relative comfort for the...
268 Views