Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 19th December 2022
Fed – Terminal rate in sight Last week, US inflation surprised again on the downside, leading to softer messaging from...
19 December 2022
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The Algebris Bullet | Deflating fears
Download 2022 has been a year of increasing and hightened tensions. Supply bottlenecks, the energy crisis and central bank tightening...
14 December 2022
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GLOBAL CREDIT BULLETS | Monday, 12th December 2022
Fed – Slower but higher The Federal Reserve will hold its last FOMC meeting of 2022 on Wednesday, when it will...
12 December 2022
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GLOBAL CREDIT BULLETS | Monday, 5th December 2022
China – time to re-think outlookIn the last few weeks, China’s re-opening has been challenged by a massive surge in...
5 December 2022
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GLOBAL CREDIT BULLETS | Monday, 28th November 2022
Oil markets – Back on a rollLast week, oil turned more volatile once again.Uncertainty over the amount of supply cuts...
28 November 2022
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GLOBAL CREDIT BULLETS | Monday, 21st November 2022
Russia/Ukraine War – Russia’s weakening positionRussian forces retreated from Kherson just over a week ago, depriving Putin of the only...
21 November 2022
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The End of Easy Money: Policy-Making for an Inflationary Era
Watch the intervention of Davide Serra (Founder and CEO, Algebris Investments) debating Policy-Making for an Inflationary Era with Gita Gopinath...
18 November 2022
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GLOBAL CREDIT BULLETS | Monday, 14th November 2022
China –Time to open upSpeculation about the fate of China’s Covid Zero policy has recently attracted attention. After President Xi...
14 November 2022
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GLOBAL CREDIT BULLETS | Monday, 7th November 2022
Fed – Slower for longerLast week the Fed hiked interest rates by 75bps, as expected. Although the press release was...
7 November 2022
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GLOBAL CREDIT BULLETS | Monday, 31st October 2022
ECB – Substantial progress, but more to go Last week, the ECB delivered the widely expected second 75bp hike but flagged...
31 October 2022
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GLOBAL CREDIT BULLETS | Monday, 24th October 2022
ECB – Another 75bp hikeWe expect a second consecutive 75bp deposit rate hike at this week’s ECB meeting given further...
24 October 2022
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Back to the Future
Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever,...
19 October 2022
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