Market Views Credit Global Credit
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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Market Views Credit Global Credit
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
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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...
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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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GLOBAL CREDIT BULLETS | Monday, 10 July 2023
China – Weak momentum continuesChina’s Caixin PMI’s fell last week by 3.1 points to 52.5, extending the ongoing decline in...
10 July 2023
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GLOBAL CREDIT BULLETS | Tuesday, 4 July 2023
US Data – Leading the way upThe US economy continues to defy gravity and once again surprised last week with...
4 July 2023
Keep readingGLOBAL CREDIT BULLETS | Monday, 26 June 2023
Europe – All eyes on Sintra (and CPI).This week, central bankers are meeting in Sintra to discuss the inflation outlook...
26 June 2023
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GLOBAL CREDIT BULLETS | Monday, 19 June 2023
Fed – Hawkish talk, dovish actionThe Federal Reserve maintained policy rates unchanged at 5-5.25% at its June meeting, for the...
19 June 2023
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GLOBAL CREDIT BULLETS | Monday, 12 June 2023
Fed Preview – On knife’s edgeThe Fed is likely to hold rates on pause this week, after raising them 500bps...
12 June 2023
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