Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 13 February 2023
US – Upside risks to CPIOn Tuesday we’ll see January’s US CPI print, which consensus sees at 6.2% YoY for...
13 February 2023
Keep readingInsights
Filtered by Asset Class
Credit
Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 6 February 2023
ECB – Dovish 50The ECB hiked rates by 50bps to 2.5% on Thursday and guided for another 50bp in March,...
6 February 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 30 January 2023
Fed – Can’t hold the Hawkish line much longerDespite the recent hawkish tone by Fed officials on the need for...
30 January 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 23 January 2023
Bank of Japan – Defying the inevitable (for now)The BoJ surprised markets on Wednesday by leaving their yield-curve-control (YCC) policy...
23 January 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 16 January 2023
US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
16 January 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 9 January 2023
US – Tight labour market remains a headache for the FedLast week showed continued signs of hot labour markets in...
9 January 2023
Keep readingMarket Views Credit Global Credit
Algebris Macro Outlook 2023 | A positive year for bond and credit markets
We believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Tuesday, 3 January 2023
European inflation – Pointing down The first week of 2023 will see the release of December CPI inflation across Europe....
3 January 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 19th December 2022
Fed – Terminal rate in sight Last week, US inflation surprised again on the downside, leading to softer messaging from...
19 December 2022
Keep readingMarket Views Credit Financials
Algebris Year-end Update 2022 | Positive risk reward for bonds of financial institutions
For some time, bond investors have been anticipating the steep interest rate increases we have seen in 2022. Banks are...
15 December 2022
Keep readingThe Algebris Bullet Credit Global Credit
The Algebris Bullet | Deflating fears
Download 2022 has been a year of increasing and hightened tensions. Supply bottlenecks, the energy crisis and central bank tightening...
14 December 2022
Keep reading
Load more
