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GLOBAL CREDIT BULLETS | Monday, 1 December 2025
UK Budget – Backloaded consolidation, event cleared Last Wednesday, Chancellor Reeves presented her budget after it was leaked by the...
1 December 2025
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The Algebris View | Finding value in credit amidst inflation and fiscal risks
2025 moved from early-year volatility to a more stable regime as markets adjusted to the new U.S. policy mix and...
25 November 2025
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GLOBAL CREDIT BULLETS | Monday, 24 November 2025
Ukraine – A new peace plan Last week, a new 28-point peace proposal for Ukraine emerged, floated by US and...
24 November 2025
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GLOBAL CREDIT BULLETS | Monday, 17 November 2025
United States — Shutdown ends, FED still flying blind Last Monday, eight moderate Senate Democrats joined Republicans to pass a...
17 November 2025
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GLOBAL CREDIT BULLETS | Monday, 10 November 2025
United States — Record shutdown, data blackout deepens With no agreement signed, the US government shutdown has become the longest...
10 November 2025
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GLOBAL CREDIT BULLETS | Monday, 3 November 2025
FED – Easing but surprisingly hawkish Last week, the Federal Reserve (FED) cut rates by 25 basis points as expected,...
3 November 2025
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The Algebris Podcast | The elephant in the room
Markets have adapted to a new, less orthodox economic order, supported by expansionary fiscal policies and more accommodative central banks....
29 October 2025
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GLOBAL CREDIT BULLETS | Monday, 27 October 2025
US, Russia, and Ukraine – New sanctions, old stalemate Last week, the United States tightened sanctions on Russian oil exports,...
27 October 2025
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The Algebris Bullet | Dispatch from Washington
We spent the week in Washington, D.C. for the IMF Annual Meetings, meeting with policymakers, central bankers, and investors from...
21 October 2025
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GLOBAL CREDIT BULLETS | Monday, 20 October 2025
Dispatch from Washington – Takeaways from IMF annual meetings We spent the week in Washington DC for the IMF Annual...
20 October 2025
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GLOBAL CREDIT BULLETS | Monday, 13 October 2025
France — Postponing a necessary adjustment French Prime Minister Lecornu resigned less than a month into the job, catching markets...
13 October 2025
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GLOBAL CREDIT BULLETS | Monday, 6 October 2025
Financial Repression – The elephant in the room Public debt has surged to 100% of GDP, with governments unable to...
6 October 2025
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