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Kraft Heinz

Once downgrade arc digested, fallen angels represent attractive opportunities

Date: 6 March, 2020
Kraft Heinz is one of the largest US issuers downgraded into the high yield segment The company has $30bn of. . . . Read More
Coronavirus

Equities. The coronavirus goes so fast

Date: 28 February, 2020
The financial markets are not (yet) in panic mode with the dazzling spread of the coronavirus. But it is starting. . . . Read More
Royaume-Unis

Boris blazes, while UK outlook worries

Date: 27 February, 2020
God, politics is fickle The tide has turned well since the fall of 2019. British Prime Minister Johnson is no. . . . Read More
Banque centrale russe

Bank of Russia admits local real rates are too high

Date: 13 February, 2020
Bank of Russia delivered the expected 25bps key rate cut to 6.0%. The cut was not a huge surprise given. . . . Read More
consolidation

Indices follow their consolidation plan

Date: 6 February, 2020
Since mid-January, indices have been in consolidation mode The trigger was the coronavirus and its impact on the Chinese and. . . . Read More