Market Views Credit Global Credit
Favorable scenario for fixed income and longer duration securities
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
24 July 2023
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 24 July 2023
Fed & ECB Preview – Maintaining a tightening biasThe Fed will likely hike rates by another 25bp on Wednesday, bringing...
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Algebris Mid-Year Updates 2023 | Inflation, emerging markets, Europe: a positive scenario for fixed income.
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
19 July 2023
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GLOBAL CREDIT BULLETS | Monday, 17 July 2023
US inflation – All the way downUS CPI for June was recorded at 0.2% m/m and 3% y/y, the lowest...
17 July 2023
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GLOBAL CREDIT BULLETS | Monday, 10 July 2023
China – Weak momentum continuesChina’s Caixin PMI’s fell last week by 3.1 points to 52.5, extending the ongoing decline in...
10 July 2023
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GLOBAL CREDIT BULLETS | Tuesday, 4 July 2023
US Data – Leading the way upThe US economy continues to defy gravity and once again surprised last week with...
4 July 2023
Keep readingGLOBAL CREDIT BULLETS | Monday, 26 June 2023
Europe – All eyes on Sintra (and CPI).This week, central bankers are meeting in Sintra to discuss the inflation outlook...
26 June 2023
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GLOBAL CREDIT BULLETS | Monday, 19 June 2023
Fed – Hawkish talk, dovish actionThe Federal Reserve maintained policy rates unchanged at 5-5.25% at its June meeting, for the...
19 June 2023
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GLOBAL CREDIT BULLETS | Monday, 12 June 2023
Fed Preview – On knife’s edgeThe Fed is likely to hold rates on pause this week, after raising them 500bps...
12 June 2023
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GLOBAL CREDIT BULLETS | Monday, 5 June 2023
Fed – None the wiser The US labour market data last week presented a mixed picture. While NFP/ADP employment and...
5 June 2023
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GLOBAL CREDIT BULLETS | Monday, 29 May 2023
US debt ceiling – Deal in reachOver the weekend, Republican leadership found an agreement in principle with the Democratic administration...
29 May 2023
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