Credit Market Overview
3rd October 2024
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE For more information please contact info@rubricsam.com more
High Stakes Dilemma
30th September 2024
An aggressive Fed cutting cycle in a period of positive economic growth, asset prices at all-time highs and a near record fiscal deficit has never been done before. At the same time, two and a half years since rate rises began, the economy is starting to show signs of weakness. What to do? Fiscal dominance […] more
Credit Market Overview
5th September 2024
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact info@rubricsam.com more
Credit Market Overview
1st August 2024
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact info@rubricsam.com more
Credit Market Overview
3rd July 2024
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact info@rubricsam.com more
Credit Market Overview
5th June 2024
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact info@rubricsam.com more
Credit Market Overview
3rd May 2024
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact info@rubricsam.com more
Fed’s Gordian Knot
2nd May 2024
The Fed now needs to decide between the short-termism of financial market support or the long-term goal of price stability. Historically the answer was simple – follow the path of least resistance (financial markets). However, for once, this approach might well represent the bigger risk. Allowing the mere perception to take hold that price stability […] more
Hubris Exposed
12th April 2024
The discernible pick up in US inflation witnessed throughout 2024 is a direct result of actions taken by the Fed and the US Treasury. It is almost 5 months to the day that Powell declared victory in the war against inflation – what must now be viewed as one of the more infamous calls in […] more
End of the Soft Landing?
4th April 2024
Have recent geo-political events made the magical soft-landing even more unlikely? Once again unrest in the middle east has set off another round of oil price volatility that presents real challenges to the easy disinflation narrative that the Federal Reserve so desperately seeks in order to drop rates this summer. CLICK HERE TO READ THE […] more