Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 20 July 2026
Iran – Escalation without an oil shock Recent developments in the Middle East suggest that the memorandum of understanding previously...
20 July 2026
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 13 July 2026
Iran – Neither war nor peace Developments around Iran remain highly uncertain, but the most likely near-term outcome is a...
13 July 2026
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The Algebris View | Global Credit: Finding Value Beyond the Typical Bond Fund
Volatility is likely to rise In the second half of 2026, we expect volatility to rise. As a consequence, we...
7 July 2026
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GLOBAL CREDIT BULLETS | Monday, 6 July 2026
Central banks – The end of guidance Central banks are moving away from guidance. Warsh’s appearance at the ECB Forum on...
6 July 2026
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The Algebris View | Financial Credit: The Risk-Reward Remains Attractive
Stability remains the central theme The first half of 2026 was dominated by many events and by fast-changing macro assumptions...
30 June 2026
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GLOBAL CREDIT BULLETS | Monday, 29 June 2026
Fed – Credibility is back The first effects of the Warsh Fed are starting to show across markets, and the...
29 June 2026
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GLOBAL CREDIT BULLETS | Monday, 22 June 2026
FED – Hawkish debut, less forward guidance Last week, the Federal Reserve kept rates on hold at 3.50%–3.75%, in line...
22 June 2026
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GLOBAL CREDIT BULLETS | Monday, 15 June 2026
Iran – 14 Points of Agreement Last week’s escalation shifted decisively toward a deal. After days of missile launches, drone...
15 June 2026
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GLOBAL CREDIT BULLETS | Monday, 8 June 2026
US vs RoW – Diverging narrative The latest round of macro data has reinforced a clear divergence between the US...
8 June 2026
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GLOBAL CREDIT BULLETS | Monday, 1 June 2026
Iran – Closing in on a deal Last week, the US and Iran reportedly agreed on a Memorandum of Understanding...
1 June 2026
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GLOBAL CREDIT BULLETS | Monday, 25 May 2026
Iran — Prospects of a Deal Last week, improving prospects of a US-Iran deal added further momentum to the risk-on...
25 May 2026
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