Commercial services
A good time to buy: Predicting Dutch household consumption with consumer sentiment
The Dutch consumer confidence indicator “a good time for large purchases” predicts household spending better than the headline index.
Trump border policy and immigrant labor supply
In Trump’s second term, we could see mass deportations of illegal immigrants and reduced inflows, causing a negative supply shock to the US labor market.
Exclusive No surprises...please!
As we approach the end of yet another eventful year, our wish for 2024 is echoed by Radiohead’s 1997 track “No Surprises”, more specifically, ‘’No alarms and no...
Exclusive Questions and answers
The more positive sentiment sloshing around in markets has remained largely intact despite pushback from ECB speakers that the market is getting ahead of itself with...
Exclusive Giving thanks
With US investors gearing up for Thanksgiving (and Black Friday), yesterday saw the sterling junior sub debt market spring to life with a 7x over-subscribed deal from...
Exclusive Duration and yield is where it's at
The steady flow of new issues continued yesterday with five issuers stepping forward with a range of deals across the credit stack. Conditions remain conducive to...