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The inflation fear is back
Markets reaction after CPI data
Apr 11
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The inflation fear is back
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A look at this bullish run: Market Momentum and Economic Outlook
Analysis of Market Trends, Economic Challenges, and Credit Dynamics in Q1 2024
Apr 8
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Ashenden Finance SA
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A look at this bullish run: Market Momentum and Economic Outlook
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March 2024
Are we at the top?
Market reached ATH. Will it go down from now on?
Mar 14
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Are we at the top?
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Short volatility ETFs impacting VIX
Billions pour into ETFs selling options in huge bet on stock calm
Mar 11
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Ashenden Finance SA
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Short volatility ETFs impacting VIX
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Fixed Income Monthly Report - March 2024
Preview of our monthly publication with macro themes and single bond ideas
Mar 7
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Ashenden Finance SA
5
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Fixed Income Monthly Report - March 2024
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February 2024
Has market sentiment changed?
Hot CPI heavily shifted rate cuts projection
Feb 14
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Ashenden Finance SA
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Has market sentiment changed?
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January 2024
Recap of the market topics
Earnings, China, Red Sea, new US equities high, there are the big themes now
Jan 24
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Ashenden Finance SA
7
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Recap of the market topics
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Fixed Income Monthly Report - January 2024
Preview of our monthly publication with macro themes and single bond ideas
Jan 9
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Ashenden Finance SA
8
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Fixed Income Monthly Report - January 2024
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December 2023
Fed dovishness is appreciated by the market
New dot plots, market reaction and analysts thoughts
Dec 14, 2023
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Ashenden Finance SA
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Fed dovishness is appreciated by the market
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Fixed Income Monthly Report - December 2023
Preview of our monthly publication with macro themes and single bond ideas
Dec 5, 2023
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Ashenden Finance SA
3
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Fixed Income Monthly Report - December 2023
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November 2023
Soft landing? What does the street think
Analysts views on what is happening this weeks: CPI, PPI, treasuries...
Nov 16, 2023
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Ashenden Finance SA
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Soft landing? What does the street think
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Global economy temporary resilience
The market now IMF: Europe’s economy is unlikely to crash — even as a more-than yearlong bout of rate hikes tames inflation. “The outlook for Europe is…
Nov 9, 2023
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Global economy temporary resilience
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