Market Views Credit Global Credit
War in the Middle East: The market enters a new phase of volatility.
The key variable for markets is the duration of the conflict between the US, Israel and Iran. A short conflict...
11 March 2026
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 9 March 2026
Iran – Tail risks rising, rates selloff The first week of the Middle East conflict has now passed, but the...
9 March 2026
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GLOBAL CREDIT BULLETS | Monday, 2 March 2026
Iran – Operation epic fury unfolds Last Saturday, after weeks of escalating tensions, the US and Israel launched coordinated strikes...
2 March 2026
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GLOBAL CREDIT BULLETS | Monday, 23 February 2026
Iran – Deal or strike US military presence around Iran continues to increase as negotiations appear to stall, lifting market-implied...
23 February 2026
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GLOBAL CREDIT BULLETS | Monday, 16 February 2026
US – Strong jobs, soft inflation: the sweet spot A fresh round of US data last week reinforced the view...
16 February 2026
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GLOBAL CREDIT BULLETS | Monday, 9 February 2026
Japan – Takaichi consolidates power, fiscal unleashed Last Sunday, the LDP and Takaichi secured 316 of the 465 seats in...
9 February 2026
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GLOBAL CREDIT BULLETS | Monday, 2 February 2026
Federal Reserve – Name game finally over Last Friday, Donald Trump nominated Kevin Warsh as the next Chair of the...
2 February 2026
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GLOBAL CREDIT BULLETS | Monday, 26 January 2026
Greenland – From confrontation to coordination Greenland returned to the spotlight last week. President Trump’s rhetoric was again aggressive, particularly...
26 January 2026
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GLOBAL CREDIT BULLETS | Monday, 19 January 2026
Iran – Protests and barrels Following widespread protests across the country, the Iranian regime has effectively shut down most communications...
19 January 2026
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The Algebris View | Financials: stable fundamentals, strong profitability, and active risk management
2025 delivered big macro headlines, yet markets stayed unusually calm, with volatility only briefly flaring around events like “Liberation Day”...
13 January 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 12 January 2026
Venezuela – Leadership change, oil on focus The United States conducted a targeted raid on Saturday, 3rd January 2026, aimed...
12 January 2026
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