Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 18 March 2024
Credit markets – Mind the spreadThe end of last week saw some increased volatility after months of protracted calm. Strong...
18 March 2024
Keep readingInsights
Filtered by Theme
Global Credit
Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 11 March 2024
US Economy – Inflation is what mattersLast Friday’s employment data had a dovish flavour, despite the headline NFP figure surprising...
11 March 2024
Keep readingUncategorized Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 4 March 2024
ECB – How far can hawks flyLast week’s Eurozone CPI fell back 0.2% from seasonally elevated January levels, but beat...
4 March 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 26 February 2024
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
The Green Leaf | The EU ESG Ratings Regulation: A Game-changer?
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
The land of doves: opportunities in Credit, with active management
In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit...
20 February 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 19 February 2024
Markets – The land of dovesIn our latest Algebris Bullet, we argue that market pricing is too dovish. Market’s view...
19 February 2024
Keep readingThe Algebris Bullet Credit Global Credit
The Algebris Bullet | The land of doves
Download Looking at the evolution of US rates, one may think the world has changed in just three months. In...
14 February 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 12 February 2024
US – Fresh data to show us the wayThis Tuesday US CPI is expected to fall from 3.4% to 2.9%,...
12 February 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 5 February 2024
Fed – Habemus cuts (just not in March)The Fed delivered a balanced message in their meeting last week, acknowledging the...
5 February 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 29 January 2024
ECB – Data-dependent, not date-dependentThe ECB held rates on Thursday as expected, but Lagarde surprised markets dovishly by pointing to...
29 January 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 22 January 2024
Central banks – Cut it deep but not that soonThe central theme of 2024 is the amount and timing of...
22 January 2024
Keep reading
Load more
