4th-Nov-2022 Good Afternoon – “There is no easy outcome to this” was one of Bailey’s comments in the BoE presser from Credit Market Daily #48

03-Nov-2022 Good Morning! Today we have the Bank of England which is the last Central Bank coming into bat and from Credit Market Daily #47

02-Nov-22 Good Morning! It’s FED day and, unfortunately, nothing else matters. Given the setup for the next week, it may from Credit Market Daily #46

01-November-2022 Good Morning! The BBC have announced that “Permacrisis”  is the Collins Dictionary word of the year, it means “An from Credit Market Daily #45

31-Oct-2022 Good Afternoon! A short piece today. This week will be dominated by the FED and the BoE, with earnings from Credit Market Daily #44

28-Oct-2022 Good Morning! It is Friday, this is good. What has changed? The ECB’s Owl comes across Dovish US GDP from Credit Market Daily #43

27-Oct-2022 Good Morning! It’s ECB day a 75bp hike is expected as well as the start of QT. All eyes from Credit Market Daily #42

26-Oct-2022 Good Morning! The Bear Market Rally continued yesterday – a strong day across equities, credit and rates. Earnings wise from Credit Market Daily #41

25th October 2022 Good Morning! With Rishi uncontested, the UK will have a new PM by midday and a cabinet from Credit Market Daily #40

DISCLAIMER: This document is provided for information purposes only. The information and analysis contained in this document were compiled or arrived from Credit Note: Stonegate Pubs

24-Oct-2022 Good Morning! Another 2 Day issue – last week proved very difficult in terms of publishing. Normal service is from Credit Market Daily #39

Business Description: Bruntwood is a privately held commercial lettings business managing a £1.4bn property portfolio concentrated in the North of from Credit Note: Bruntwood

20-Oct-2022 Good Morning! Another 2-day issue, normal service will resume tomorrow. So What has Changed? UK CPI came in ahead from Credit Market Daily #38

Good Morning! A very positive day for risk assets yesterday. Jeremy Hunt’s statement yesterday was comprehensive in his destruction of from Credit Market Daily #37

17-October-2022 Good Morning! This is a catch-up piece – apologies for a lack of a note on Friday. Circumstances did from Credit Market Daily #36

12-October-2022 Good Morning! There seems to be an increasing incidence of Foot in Mouth disease in the UK. Andrew Bailey, from Credit Market Daily #35

The Results Are In! Thanks to Everyone who took part and thanks to Mahesh and Heema for their analysis. There from Q4 High Yield Investor Survey

11-October-2022 Good Morning! Testing Times… Yesterday I joked the UK Gilts were having its own taper tantrum. There looks to from Credit Market Daily #34

10-October-2022 Good Morning! So – a “strong-ish” Non-Farm Payroll and as expected a pullback in US equities. However, the YTD from Credit Market Daily #33

07-October-2022 Good Morning! The first week of Q4 is nearly over – what have we learned? I think the main from Credit Market Daily #32