I have a strong feeling that we’ve been here before. Major central banks making tightening noises with nothing to little happening has been a recurring theme since we started this blog. So what could be different this time? … More The interest rate conundrum
Political risk, inflation and uncertain monetary backdrop… and still leverage loan issuance reached its highest level since the financial crisis at the start of 2017. Can nothing upset debt markets? Given the continuing high level of support from monetary policy and a better than expected economic outlook, the likelihood is that conditions will remain broadly … More What about debt?