Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 12th September 2022
ECB – Hawkish is not enough During last week’s monetary policy meeting, the ECB raised rates by 75bp and substantially raised...
12 September 2022
Keep readingInsights
Filtered by Theme
Global Credit
Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 5th September 2022
Russian gas – Full shutdown ahead of rescue plan. Late on Friday, Gazprom announced that gas flows towards Europe via...
5 September 2022
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 29th August 2022
Jackson Hole – Hawks come from EuropeThe Jackson Hole symposium saw the ECB delivering a very hawkish message. In her...
29 August 2022
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 22nd August 2022
Global inflation – Mixed signals. Over the past two weeks, markets received mixed signals about global inflation. In the US,...
22 August 2022
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 8th August 2022
Central banks – Data dependencyCentral banks are gradually moving from an inflation fighting attitude to a data-dependent approach. Last week,...
8 August 2022
Keep readingMarket Views Credit Global Credit
Algebris Mid-Year Update 2022 | Stabilisation in inflation and less concerns about economic growth.
In Q2 we’ve seen the economy worsening and inflation remaining high at the same time. The second part of the...
3 August 2022
Keep readingPodcasts & Videos Credit Global Credit
Fight Your Fear
When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an...
1 August 2022
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 1st August 2022
Fed – Eyeing a pivot.On Wednesday, the Federal Reserve came across more open to support growth than it has been...
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 25th July 2022
Italy – Early electionsThe Italian political crisis culminated with a government change last week, as PM Draghi was not able...
25 July 2022
Keep readingThe Algebris Bullet Credit Global Credit
The Algebris Bullet | Fight Your Fear
Download When you see light at the end of the tunnel, it’s too late to buy. Sir John Templeton When...
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 18th July 2022
Italy – Political drama is back.In Italy, a new government crisis opened up as the 5-star movement de facto removed...
18 July 2022
Keep reading
Load more
