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...
485 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...
605 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!
865 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...
230 Views
Energy Absolute: No Tricks and No Treats
Recent events are positive for EA in the short term, but concerns remain about declining recurring revenues, leading to no recommendation on their...
210 Views