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In the US, midterm elections ended with a blue wave. The Democratic party have won both the House and the...
9 November 2026
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On Tuesday, elections for the renewal of House and Senate seats take place in the US. Major prediction markets have...
2 November 2026
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Another week of volatility and pressure on French spreads, which have touched 175bp. France’s fiscal position is becoming increasingly difficult...
26 October 2026
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Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we held more than 60 meetings with...
19 October 2026
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Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we attended more than 60 meetings with...
Keep readingMarket Views Credit Global Credit
In our latest piece (The Algebris Bullet | Financial Rebellion – Algebris Investments) we argue that financial repression is increasingly...
12 October 2026
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Over the past five years, US nominal GDP has grown at 7% per year. Over the same period, five-year Treasuries...
7 October 2026
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Global rates markets continued to display extraordinary volatility last week, led by French bond markets. The selloff became so extreme...
5 October 2026
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Global fixed income markets experienced a bloodbath last week. Stronger than expected PMIs in both Europe and the United States,...
28 September 2026
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The Fed’s latest communication is helping restore its inflation fighting credibility. Last week, the Federal Reserve raised rates by 25...
21 September 2026
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Last week, the Houthis’ military campaign expanded to the Bab el-Mandeb Strait, adding further risks to global trade and oil...
14 September 2026
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