Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 19 February 2024
Markets – The land of dovesIn our latest Algebris Bullet, we argue that market pricing is too dovish. Market’s view...
19 February 2024
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The Algebris Bullet | The land of doves
Download Looking at the evolution of US rates, one may think the world has changed in just three months. In...
14 February 2024
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GLOBAL CREDIT BULLETS | Monday, 12 February 2024
US – Fresh data to show us the wayThis Tuesday US CPI is expected to fall from 3.4% to 2.9%,...
12 February 2024
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GLOBAL CREDIT BULLETS | Monday, 5 February 2024
Fed – Habemus cuts (just not in March)The Fed delivered a balanced message in their meeting last week, acknowledging the...
5 February 2024
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GLOBAL CREDIT BULLETS | Monday, 29 January 2024
ECB – Data-dependent, not date-dependentThe ECB held rates on Thursday as expected, but Lagarde surprised markets dovishly by pointing to...
29 January 2024
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GLOBAL CREDIT BULLETS | Monday, 22 January 2024
Central banks – Cut it deep but not that soonThe central theme of 2024 is the amount and timing of...
22 January 2024
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GLOBAL CREDIT BULLETS | Monday, 15 January 2024
US Economy – Rate-cut pricing extendsDecember CPI rose to 3.4% from 3.1%, firming more than expected and beating the survey...
15 January 2024
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GLOBAL CREDIT BULLETS | Monday, 8 January 2024
US Economy – March cut remains pricedThe US added 216k jobs in December, above the 175k forecast, driven by stronger...
8 January 2024
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GLOBAL CREDIT BULLETS | Monday, 18 December 2023
Fed – Goldilocks unlockedThe Fed surprised markets dovishly last Wednesday, by indicating more cuts in the dot-plot and acknowledging that...
18 December 2023
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GLOBAL CREDIT BULLETS | Monday, 11 December 2023
US data – Slowing down, but no panic In the US, non-farm payroll data for November came in slightly above...
11 December 2023
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GLOBAL CREDIT BULLETS | Monday, 4 December 2023
Fixed income – What a comebackNovember was one of the best months for global bond markets in history, as weaker...
4 December 2023
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Algebris Year-end Updates 2023 | Fixed income: good risk-reward for investors amidst slowing growth and lower interest rates.
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
29 November 2023
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