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Back-to-school report on US and European credit

September 5, 2018
It remains a macro world for credit, with no real concerns of a fundamental nature within the corporate bond universe. The problem is that the macro world has become increasingly complicated this year. At the start of 2018, when markets were extraordinarily becalmed, we did feel that 2018 would see the return of volatility and that credit spreads would widen in sympathy. The reality is that 2018 has certainly deviated from our roadmap even if spreads have migrated to roughly where we thought they would be at this stage of the year. [more]

More documents from Jim Reid

46 Documents
May 13, 2020
4
One of the lead features in the latest Konzept edition concerns whether the Coronavirus will end up being deflationary or inflationary. We have Robin Winkler, FX Strategist in the red corner fighting for his deflationary views and Oliver Harvey, Macro Strategist in the blue corner countering with his inflationary views. Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research moderates. [more]
May 13, 2020
6
As our personal, business, social, and economic lives begin to change, this edition of Konzept examines 20 different ways in which the world will be different post covid-19. From working from home, to managing seismic industry change, and eventually paying for the astonishing stimulus measures, many difficult questions must be answered. And given the global health and economic backdrop remains highly uncertain, the way we frame the problems is just as important as the way we address them. [more]
January 27, 2020
8
This piece is the third in a series of three pieces that examines the past, present, and future of the payments industry. We analyse the unexpected results of our proprietary survey of 3,600 customers across the US, UK, China, Germany, France and Italy and forecast trends in cash, online, mobile, crypto, and blockchain. The implications for customers and business are important; the potential macro and geopolitical consequences are profound. [more]
January 23, 2020
9
This piece is the second in a series of three pieces that examines the past, present, and future of the payments industry. We analyse the unexpected results of our proprietary survey of 3,600 customers across the US, UK, China, Germany, France and Italy and forecast trends in cash, online, mobile, crypto, and blockchain. The implications for customers and business are important; the potential macro and geopolitical consequences are profound. [more]
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