21 September 2017

Silver Bullet

The Silver Bullet | Interplanetary Bubbles

Download PDF A Martian economist lands on Earth. The most famous economists from Earth gather to greet their new visitor. They speak about Earth’s flourishing economy and global growth rates: the US is above 2%. Europe is catching up towards that, and Emerging Markets are in good shape with China still resilient despite approaching 6%. Earth seems to have recovered…

••••
14 September 2017

Video

Bloomberg: Smartest People Exit Research on MiFID II, Says Serra

Davide Serra, chief executive officer at Algebris Investments, discusses the potential impact of MiFID II rules on research. He speaks with Bloomberg's Tom Keene on "Bloomberg Surveillance." (Source: Bloomberg)    

••••
14 September 2017

Video

Bloomberg: Algebris CEO Says ‘When, Not If’ for BOE Rate Hikes

Davide Serra, chief executive officer at Algebris Investments, explains why populism and inflation will drive interest rate hikes by the Bank of England. He speaks with Bloomberg's Tom Keene on "Bloomberg Surveillance." (Source: Bloomberg)  

••••
14 September 2017

Video

Bloomberg: Algebris CEO Says Italian Banks Need Consolidation

Davide Serra, chief executive officer at Algebris Investments, talks about the state of the Italian banking industry. He speaks with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)    

••••
4 September 2017

Video

CNBC: Forum Ambrosetti 2017: Investire in autunno

Come comportarsi sui mercati fra supereuro e tapering: Davide Serra, fondatore di Algebris, e Giacomo Campora, ad Allianz Bank, dal Forum TEHA a Cernobbio. To watch the full video click here    

••••
23 August 2017

News

Bloomberg: Central Banks Need to End QE for the Sake of Markets

The annual Jackson Hole symposium on monetary policy starts this week. It will be about “Fostering a Dynamic Global Economy”: In other words, central bankers will sit down to discuss long-term goals and avoid publicly communicating policy decisions, if recent news reports about the Federal Reserve and the European Central Bank prove accurate.   But make no mistake, this year’s meeting is critically important.…

••••
19 August 2017

News

The Times: A destructive Brexit will create no winners, only a divided, poorer UK

With its back against the sea and outmatched in numbers, the British army managed to escape from Dunkirk and win the war. One year into Brexit, the belief among mainstream media is that our government will manage a similar achievement: that even without an economic plan, it will lead Britain to carve a good deal out of Europe.Evidence suggests the…

••••
17 August 2017

Silver Bullet

The Silver Bullet | Currency Wars: The Inflation Menace

Download PDF “I find your lack of inflation disturbing” - Darth Vader  Central bankers at Sintra agreed on a hawkish path for monetary policy. What followed shows why exiting QE Infinity will be a very difficult mission. Policymakers shifted to a hawkish narrative before and around the meeting. The ECB, the Fed, the Bank of England, but also Bank of…

••••