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Insights

In Credit Weekly Snapshot – February 2025

Inflating inflation fears

Key markets overview

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In Credit Weekly Snapshot – 24 February 2025

Cheaper by the dozen?

Key markets overview

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In Credit Weekly Snapshot – 17 February 2025

Higher for longer

Key markets overview

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In Credit Weekly Snapshot – 10 February 2025

Trump, tariffs and trade tensions

Key markets overview

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In Credit Weekly Snapshot – 3 February 2025

Key topics

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This week we focus on US equities and a rotation in the market.
The bloc enters 2026 with better balance sheet health, savings and easing inflation, and Germany’s fiscal policy is a boost. With global earnings broadening, this represents a clear opportunity.
The US dollar has hit a post-2022 low and some countries are reducing their exposure.
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Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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This week we focus on US equities and a rotation in the market.
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In Credit Weekly Snapshot – Slow dancing in a burning room

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Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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