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Wartime Economics
Wars are symptoms of broader trends. WWI marked the end of the globalization started with the industrial revolution, and WWII...
5 May 2022
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GLOBAL CREDIT BULLETS | Monday, 2nd May 2022
Fed – Brace for larger hikes.This week, the Fed is set to lift off rates for the second time this...
2 May 2022
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Investors’ Corner | Thursday, 28th April 2022
Are all investors on the same page? Well, only in the sense that they are having to make quite big...
28 April 2022
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GLOBAL CREDIT BULLETS | Monday, 25th April 2022
France elections – Tail risks removed. The second round of French Presidential elections ended with a comfortable win by Macron....
25 April 2022
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GLOBAL CREDIT BULLETS | Tuesday, 19th April 2022
ECB – Behind the curve.The ECB meeting last Thursday came out more dovish than expected. Updates on the policy front...
19 April 2022
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The Algebris Bullet | Wartime Economics
Download It’s a victory when the weapons fall silent and people speak up. Volodymyr Zelensky In history, wars have been...
12 April 2022
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GLOBAL CREDIT BULLETS | Monday, 11th April 2022
French elections – Macron “en marche”, but not over yet.The first round of French Presidential elections leads to a result...
11 April 2022
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GLOBAL CREDIT BULLETS | Monday, 4th April 2022
Europe – Rates to Rise Further.Inflation data last week in Europe remained strong, strengthening the case for policy normalization. Germany...
4 April 2022
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GLOBAL CREDIT BULLETS | Monday, 28th March 2022
Mind the gas.As the war lasts more than broadly anticipated, risks around gas supplies for Europe increase. Economic and financial...
28 March 2022
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Ukraine conflict: thoughts on Russian gas and the wider impact of sanctions
Russia’s invasion of Ukraine raises important questions about whether or not financial and economic sanctions can work as intended. The...
25 March 2022
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GLOBAL CREDIT BULLETS | Monday, 21st March 2022
Ukraine – Early for negotiation hopes.Last week, markets rallied on hopes on the ongoing negotiations between Russia and Ukraine. Early...
21 March 2022
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GLOBAL CREDIT BULLETS | Monday, 14th March 2022
Russia/Ukraine – No relief yet. The Russian invasion of Ukraine has entered its third week. Despite direct talks between Ukrainian...
14 March 2022
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