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ESG & 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
Keep readingMarket Views Credit Global Credit
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
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
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
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
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
Central banks – Cut it deep but not that soonThe central theme of 2024 is the amount and timing of...
22 January 2024
Keep readingMarket Views Credit Global Credit
US Economy – Rate-cut pricing extendsDecember CPI rose to 3.4% from 3.1%, firming more than expected and beating the survey...
15 January 2024
Keep readingMarket Views Credit Global Credit
US Economy – March cut remains pricedThe US added 216k jobs in December, above the 175k forecast, driven by stronger...
8 January 2024
Keep readingMarket Views Credit Global Credit
Fed – Goldilocks unlockedThe Fed surprised markets dovishly last Wednesday, by indicating more cuts in the dot-plot and acknowledging that...
18 December 2023
Keep readingMarket Views Credit Global Credit
US data – Slowing down, but no panic In the US, non-farm payroll data for November came in slightly above...
11 December 2023
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