05-October-22 Good Morning! We have seen this movie before. Large outsized moves in stocks higher, based upon economic data points from Credit Market Daily #30

04-October-2022 Good Morning! Yesterday the relief rally we were looking for on Friday happened with Rates, stocks, credit and oil from Credit Market Daily #29

03-Oct-22 Good Morning! Friday’s feel good feeling faded after the close in Europe and this morning we are opening lower from Credit Market Daily #28

30-Sep-2022 Good Morning! Yesterday was a relative weak day in equities and we appear to be recouping lost ground this from Credit Market Daily #27

29-Sep-2022 Good Morning! So the BoE Blinked. After Puw’s speech, I thought they would stand firm despite the market trying from Credit Market Daily #26

28-Sep-2022 Good Morning! Yesterday started well and ended poorly. “No Rest For the Wicked” This is likely to continue this from Credit Market Daily #25

27-Sep-2022 Good Morning! Gilts remained under pressure yesterday and the BoE’s intervention was relatively laissez-faire: “As the MPC has made from Credit Market Daily #24

26-Sep-2022 Good Morning! Kwasi Kawartang’s “Fiscal Event” was meant to shock and awe. Unfortunately, it looks only to have achieved from Credit Market Daily #23

23-Sep-22 Good Morning! The Bank of England spoke and rose rates 50bps as expected. Three members voted for a 75bp from Credit Market Daily #22

22-Sep-2022 Good Morning! Two down and One to go. We have the Bank of England today at 12.00. The Fed’s from Credit Market Daily #21

21-Sep-22 Good Morning! We are back after a Bank Holiday Hiatus. This week is all about the size, pace and from Credit Market Daily #20

16-Sep-2022 Good Morning! Well, we made it, it’s Friday. Markets continued to drift wider yesterday – we look at the from Credit Market Daily #19

This document is provided for information purposes only. The information and analysis contained in this document were compiled or arrived at from Credit Note: SAGA Plc

Index Advantages, benefits of the strong USD in America Disadvantages for the US of a strong dollar Reasons for the from Meta Thread: Currency Strength

15-Sep-2022 Good Morning! Credit Outperformed yesterday on what was a relatively quiet day. UK CPI came in better than expected from Credit Market Daily #18

14-Sep-2022 Good Morning! Expectations met reality yesterday as US CPI came in stronger MoM than the market was expecting. The from Credit Market Daily #17

13-Sep-2022 Good Morning! Another risk-on day across Credit, Rates and Equity. “The Market Expects”. It certainly does – welcome to from Credit Market Daily #16

12-Sep-2022 Good Morning! Quite the Rally on Friday. It is always worth asking “what has changed?”. We have had the from Credit Market Daily #15

09-Sep-2022 Good Morning! Friday is here – overall opening positive day for credit and equities. We would expect UK markets from Credit Market Daily #14

08-Sep-22 Good Morning! The ECB will likely dominate today, with the BOE and Fed next week and the week after from Credit Market Daily #13