Close Menu
The key variable for markets is the duration of the conflict between the US, Israel and Iran. A short conflict would likely result in only temporary oil price volatility, allowing markets to return to previous levels. However, a prolonged disruption could impact the Gulf region, which represents roughly 20% of global oil supply, potentially creating […]
Markets – War is over Hopes for a long-lasting understanding within the Middle-East conflict are now pervasive, pushing risk markets back to highs. While rhetoric is sometimes harsh, both the US and Iran are displaying a relatively strong appetite for a deal. Markets are thus focusing more on intentions than on any actual progress. The […]
China is advancing at exceptional speed in AI, robotics, biotech, green transition, electric vehicles, and other key innovation sectors. Its cost advantage versus the US is enormous, while performance remains highly competitive. The main drag on the economy has been the long adjustment after the property bubble burst, which has weighed on local consumption. However, […]
Iran – From missiles to meetings, a 10-point truce Last week, President Trump announced a two-week truce with Iran, effectively pausing an escalation that had spread across multiple fronts in the region. While missile and drone activity continued on the day of the announcement, attacks quickly dropped to near zero shortly thereafter. The ceasefire appears […]
Iran – Between exit and escalation The war in Iran has now entered its second month, with uncertainty continuing to build. Communication from the Trump administration has been inconsistent and at times unclear. In last Wednesday’s address, the President outlined developments but provided little guidance on the endgame. He reiterated that failure to reach a […]
From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware.
All funds are available in the main menu.
