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Market Views Credit Global Credit
On April 23rd 2024, Enel announced that it will raise the coupons on several bonds as a result of missing...
2 May 2024
Keep readingMarket Views Credit Global Credit
Fed Preview – Higher for Longer continuesThis Wednesday the Fed is likely to reiterate its cautious stance on rate cuts,...
29 April 2024
Keep readingMarket Views Credit Global Credit
Geopolitics – The worst is averted (so far)Geopolitical risk premia are compressing after the Israeli reaction on Iran. The fact...
22 April 2024
Keep readingMarket Views Credit Global Credit
US rates – No land of doves anymoreThe US March CPI report triggered a meaningful re-pricing in global interest rates....
15 April 2024
Keep readingMarket Views Credit Global Credit
ECB Preview – All clear for a June rate-cutThe ECB will likely pave the way for their first rate cut...
8 April 2024
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Fed – More dovish reaction functionThe Federal Reserve held rates as expected, upgraded their projections to reflect higher growth and...
25 March 2024
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Credit markets – Mind the spreadThe end of last week saw some increased volatility after months of protracted calm. Strong...
18 March 2024
Keep readingMarket Views Credit Global Credit
US Economy – Inflation is what mattersLast Friday’s employment data had a dovish flavour, despite the headline NFP figure surprising...
11 March 2024
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ECB – How far can hawks flyLast week’s Eurozone CPI fell back 0.2% from seasonally elevated January levels, but beat...
4 March 2024
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Central banks – Pushing cuts further outFed speakers acknowledged but mostly looked through January’s strong data. They agreed on having...
26 February 2024
Keep readingESG & Policy Research Credit Global Credit
Download Lately, ‘ESG’ has been heavily criticized as an empty buzzword. While this criticism can be largely traced back to...
23 February 2024
Keep readingMarket Views Credit Global Credit
In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit...
20 February 2024
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