Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 2 October 2023
Italy – Mind the spreadDeficit projections rose last week from 4.5% to 5.3% of GDP for 2023, and from 3.7%...
2 October 2023
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Market Views Credit Global Credit
China, Europe, USA: a view on fixed income
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
26 September 2023
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GLOBAL CREDIT BULLETS | Monday, 25 September 2023
Fed – Higher for longer, yet againThe Fed held rates unchanged as expected, but surprised markets with hawkish projections. The...
25 September 2023
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GLOBAL CREDIT BULLETS | Monday, 18 September 2023
Fed Preview – Hawkish HoldThe Fed is expected to hold rates steady at 5.5% this Wednesday, but to maintain a...
18 September 2023
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GLOBAL CREDIT BULLETS | Monday, 11 September 2023
ECB – One and doneThe ECB is likely to deliver the last hike of its cycle on the 14th of...
11 September 2023
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GLOBAL CREDIT BULLETS | Monday, 4 September 2023
US – Labour markets loosen furtherThe US labour market showed ongoing signs of loosening last week, with the unemployment rising...
4 September 2023
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GLOBAL CREDIT BULLETS | Monday, 28 August 2023
Jackson Hole – Balanced toneAt Jackson Hole, the tone from global central bankers was balanced. All in, the event did...
28 August 2023
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GLOBAL CREDIT BULLETS | Monday, 31 July 2023
Fed – Meeting by meetingThe Federal Reserve hiked interest rates by 25bp at its July meeting, in line with expectations,...
31 July 2023
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Favorable scenario for fixed income and longer duration securities
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
24 July 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 24 July 2023
Fed & ECB Preview – Maintaining a tightening biasThe Fed will likely hike rates by another 25bp on Wednesday, bringing...
Keep readingMarket Views Credit Global Credit
Algebris Mid-Year Updates 2023 | Inflation, emerging markets, Europe: a positive scenario for fixed income.
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
19 July 2023
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GLOBAL CREDIT BULLETS | Monday, 17 July 2023
US inflation – All the way downUS CPI for June was recorded at 0.2% m/m and 3% y/y, the lowest...
17 July 2023
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