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  18/04/2017
 
  The US Treasury does not indicate any evidenced of exchange rate manipulation by trade partners, but signal aggressive stance
  18/04/2017
 
  UK PM Theresa May announced snap elections on June 8
 
  18/04/2017
 
  China’s real GDP growth accelerated slightly to 6.9% yoy in Q1 2017
 
  18/04/2017
 
  Turkish voters approved the introduction of the presidential system
 
  13/04/2017
 
  The surge in US business confidence: Trump versus fundamentals
 
  10/04/2017
 
  Stronger profits to support US investment, but headwinds remain
 
  07/07/2017
 
  The Q1 reporting season is approaching. Growth should remain decent but analysts will focus more on guidance
  07/04/2017
 
  US employment much below expectations in March. Wages growth steady at 2.7%.
 
  05/04/2017
 
  Healthy issuance activity of euro area IG corporate bonds in Q1 – Political tailwind to
 
  29/03/2017
 
  Czech crown - termination of FX commitment nears
 
  24/03/2017
 
  Russian Central Bank reduced the repo rate by 25bps
 
  24/03/2017
 
  Strong take-up at the last ECB’s TLTRO
 
  21/03/2017

 
  Euro area IG corporate bonds - Breaking out of the 4-month old trading range likely, but total returns to remain low going forward
 
  16/03/2017
 
  Turkish central bank widened its interest rate corridor further
 
  16/03/2017
 
  PBoC hiked again its repo rates by 10 bps
 
  16/03/2017
 
  No populist victory in the Netherlands but lengthy government formation ahead
 
  15/03/2017
 
  Fed hikes rate, but leaves projections broadly unchanged
 
  15/03/2017
 
  Strong increase in fuels and food lifts US inflation to 2.7% yoy. Core rate eases at 2.2%
 
  13/03/2017
 
  Final Q4 2016 corporate results confirm strength and show improvement since our mid-February update
  10/03/2017

 
  US employment beats expectations in February. Wage growth at 2.8% yoy paves the way for a rate rise
 
  09/03/2017
 
  ECB maintains its dovish stance
 
  08/03/2017
 
  China's exports disappointed while imports suggest stable growth
 
  07/03/2017
 
  Appetite for euro area IG corporate bonds remains healthy – Performance driven by sovereign yield movements
  03/03/2017
 
  Monthly equity valuation update per March 2017
 
  02/03/2017
 
  Headline inflation soared to 2.0% yoy in February but ECB’s mission not yet accomplished
 
  01/03/2017
 
  Fed officials push up market odds of March rate hike
 
  23/02/2017
 
  Euro area government bond issuance activity well advanced year to date
 
  22/02/2017
 
  Euro area IG corporate bonds remain a haven of stability
 
  21/02/2017
 
  Institutions back to Athens as Eurogroup puts emphasis on structural reforms over austerity
 
  20/02/2017
 
  Renzi puts party leadership at stake hoping for snap elections in September
 
  16/02/2017
 
  Next market concern Netherlands?
 
  14/02/2017
 
  The Q4 2016 reporting season confirms the upward earnings’ cycle also in Europe. Q1 should not disappoint too
  13/02/2017
 
  Japan's GDP benefitted from current rebound in manufacturing cycle
 
  06/02/2017
 
  PBoC signals tighter liquidity
 
  03/02/2017
 
  Russian Central Bank hawkish, FX purchase volumes announced
 
  03/02/2017
 
  US employment beats expectations in January. Wage growth cools
 
  02/02/2017
 
  Record high issuance of euro area IG corporate bonds in January well absorbed by the market
 
  01/02/2017
 
  Fed foregoes hints to rate hike in March, but remains on course for policy normalization
 
  31/01/2017
 
  Energy price induced inflation spike to 1.8% in January while Q4/2016 growth soared to 0.5% qoq
  30/01/2017
 
  Second review still on hold as Greek government resists calls for additional budget cuts
 
  27/01/2017
 
  US GDP up 1.9% in Q4, as temporary factors slows down growth
 
  26/01/2017
 
  Early elections in Italy more likely following Court's ruling on the Italicum
 
  24/01/2017
 
  Turkish central bank widened its interest rate corridor to defend the currency
 
  24/01/2017
 
  January composite PMI hints at a good start into the year
 
  20/01/2017
 
  Relative Value Trade Idea - Sell hedged US IG corporate bond positions, buy euro denominated IG corporate bonds
  19/01/2017
 
  ECB stays on track with QE while maintaing a dovish bias
 
  18/01/2017
 
  Fuels lifted US inflation to 2.2%. Core rate stable at 2.2%
 
  16/01/2017
 
  DBRS cuts Italy’s rating to BBB (high)
 
  12/01/2017
 
  Brazil's central bank accelerates the pace of rate cuts
 
  12/01/2017
 
  The Q4 reporting season is set to confirm the earnings’ recovery after the cyclical bottom experienced in Q1
  11/01/2017
 
  Italy's Constitutional Court rejects referendum petition on the heart of the Jobs Act
 
  06/01/2017
 
  US labor market data support further Fed key rate hikes in 2017
 
  06/01/2017
 
  Gross issuance of corporate bonds to moderate slightly in 2017, net issuance of financials to slide into negative territory
  04/01/2017
 
  December headline inflation of 1.1% at highest level since September 2013 as energy prices became inflationary again
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