Market Views Credit Global Credit
Back to School: Opportunities in Duration, Caution on Spreads
The summer was characterised by limited volatility in risky assets, but a sharp rise in bond yields, particularly at the...
8 September 2026
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 7 September 2026
The US reportedly added 162,000 jobs last month, well above market expectations, triggering a moderately hawkish repricing of US assets....
7 September 2026
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GLOBAL CREDIT BULLETS | Monday, 31 August 2026
The much-awaited Warsh speech at the Jackson Hole Symposium provided markets with greater clarity, but not many answers. Chair Warsh...
31 August 2026
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GLOBAL CREDIT BULLETS | Monday, 24 August 2026
US – Treasury support for treasuries Last week, the US Treasury stepped in to support the long end of the...
24 August 2026
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GLOBAL CREDIT BULLETS | Monday, 3 August 2026
Fed – Credibility on the line The July Fed meeting ended up raising market concerns about the new Chair’s commitment...
3 August 2026
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GLOBAL CREDIT BULLETS | Monday, 27 July 2026
ECB – September hike in sight Last week, the ECB left its key policy rates unchanged, as widely expected. With...
27 July 2026
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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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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
Keep readingMarket Views Credit Financials
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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