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The Algebris Bullet | Back to the Future
Download The dollar is our currency, but it’s your problem. John Connally, US Treasury Secretary, 1971 Until the end of...
4 October 2022
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GLOBAL CREDIT BULLETS | Monday, 3rd October 2022
UK – Emerging cracksThe UK continued to experience market turbulence last week following the announcement of the “mini-budget”. The sell-off...
3 October 2022
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GLOBAL CREDIT BULLETS | Monday, 26th September 2022
Italy – Right-wing landslideItalian elections concluded with a solid victory of the right-wing coalition. The three parties overall obtained c.44%...
26 September 2022
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GLOBAL CREDIT BULLETS | Monday, 19th September 2022
Federal Reserve – Last stop 4% Lower headline inflation driven by lower energy prices is not enough to make the Fed...
19 September 2022
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GLOBAL CREDIT BULLETS | Monday, 12th September 2022
ECB – Hawkish is not enough During last week’s monetary policy meeting, the ECB raised rates by 75bp and substantially raised...
12 September 2022
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GLOBAL CREDIT BULLETS | Monday, 5th September 2022
Russian gas – Full shutdown ahead of rescue plan. Late on Friday, Gazprom announced that gas flows towards Europe via...
5 September 2022
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GLOBAL CREDIT BULLETS | Monday, 29th August 2022
Jackson Hole – Hawks come from EuropeThe Jackson Hole symposium saw the ECB delivering a very hawkish message. In her...
29 August 2022
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GLOBAL CREDIT BULLETS | Monday, 22nd August 2022
Global inflation – Mixed signals. Over the past two weeks, markets received mixed signals about global inflation. In the US,...
22 August 2022
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GLOBAL CREDIT BULLETS | Monday, 8th August 2022
Central banks – Data dependencyCentral banks are gradually moving from an inflation fighting attitude to a data-dependent approach. Last week,...
8 August 2022
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Algebris Mid-Year Update 2022 | Stabilisation in inflation and less concerns about economic growth.
In Q2 we’ve seen the economy worsening and inflation remaining high at the same time. The second part of the...
3 August 2022
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Fight Your Fear
When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an...
1 August 2022
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GLOBAL CREDIT BULLETS | Monday, 1st August 2022
Fed – Eyeing a pivot.On Wednesday, the Federal Reserve came across more open to support growth than it has been...
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