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
Credit Market Overview
4th April 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 March 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
Mission Accomplished?
20th February 2024
Hotter than expected CPI and PPI prints last week indicated that the path to ‘target’ inflation will be a little less smooth than expected. This is due in no small part to the Fed’s actions in December when claiming mission accomplished on inflation long before a sustainable 2% had been achieved. CLICK HERE TO READ […] more
Credit Market Overview
2nd February 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
2nd January 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
Ghost of Central Bankers Past
19th December 2023
What has happened to the Fed’s Monetary Policy outlook? The whole of Wall Street and even the Fed whisperers were left dumbfounded by Powell’s complete shift in policy direction last week. CLICK HERE TO READ THE FULL ARTICLE For more information please contact info@rubricsam.com. more
Credit Market Overview
1st December 2023
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 November 2023
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
