Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 4 November 2024
US Elections – The Final Countdown US Presidential elections will take place on November 5, with about 1/3 of voters...
4 November 2024
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The Algebris Bullet | Dispatch from Washington
Download Key takeaways from the 2024 IMF Group Annual Meetings in Washington, attended by Algebris’ Global Credit team. In US...
30 October 2024
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GLOBAL CREDIT BULLETS | Monday, 28 October 2024
IMF meetings – Dispatch from DC Our Global Credit Team spent the past week at the Annual IMF/WB meetings in...
28 October 2024
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GLOBAL CREDIT BULLETS | Monday, 21 October 2024
ECB – The Path to 50 The ECB cut rates as expected by 25 basis points to 3.25% and gave...
21 October 2024
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It’s not Easy Like Sunday Morning
In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23....
17 October 2024
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Interest rates check-up
In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the...
15 October 2024
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GLOBAL CREDIT BULLETS | Monday, 14 October 2024
US Economics – Stronger CPI but Cuts Coming US inflation came in at the high end of expectations last week,...
14 October 2024
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GLOBAL CREDIT BULLETS | Monday, 7 October 2024
US Economics – Strong labour market Friday’s labour market print surprised to the upside, as NFP added 254k jobs versus...
7 October 2024
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GLOBAL CREDIT BULLETS | Monday, 30 September 2024
Markets – It’s not easy like Sunday morning Markets are now priced for no recession and deep cuts at the same...
30 September 2024
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The Algebris Bullet | It’s Not Easy Like Sunday Morning
Download 2024 has been about markets trying to gauge how the world will look post the big rate hikes of...
26 September 2024
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GLOBAL CREDIT BULLETS | Monday, 23 September 2024
Fed Review – Hawkish 50 The Fed cut rates by 50bp last week. Powell spoke of a “recalibration” of interest...
23 September 2024
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GLOBAL CREDIT BULLETS | Monday, 16 September 2024
Fed preview – The time has come The Fed will cut rates on Wednesday, but the size of the cut...
16 September 2024
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