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GLOBAL CREDIT BULLETS | Monday, 3 November 2025
FED – Easing but surprisingly hawkish Last week, the Federal Reserve (FED) cut rates by 25 basis points as expected,...
3 November 2025
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The Algebris Podcast | The elephant in the room
Markets have adapted to a new, less orthodox economic order, supported by expansionary fiscal policies and more accommodative central banks....
29 October 2025
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GLOBAL CREDIT BULLETS | Monday, 27 October 2025
US, Russia, and Ukraine – New sanctions, old stalemate Last week, the United States tightened sanctions on Russian oil exports,...
27 October 2025
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The Algebris Bullet | Dispatch from Washington
We spent the week in Washington, D.C. for the IMF Annual Meetings, meeting with policymakers, central bankers, and investors from...
21 October 2025
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GLOBAL CREDIT BULLETS | Monday, 20 October 2025
Dispatch from Washington – Takeaways from IMF annual meetings We spent the week in Washington DC for the IMF Annual...
20 October 2025
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GLOBAL CREDIT BULLETS | Monday, 13 October 2025
France — Postponing a necessary adjustment French Prime Minister Lecornu resigned less than a month into the job, catching markets...
13 October 2025
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GLOBAL CREDIT BULLETS | Monday, 6 October 2025
Financial Repression – The elephant in the room Public debt has surged to 100% of GDP, with governments unable to...
6 October 2025
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The Algebris Bullet | The elephant in the room
Over the past fifteen years, fiscal deterioration has been the elephant in the room. Following 2008-09, public debt has overtaken...
2 October 2025
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GLOBAL CREDIT BULLETS | Monday, 29 September 2025
US – Room for rate cuts ahead Last week, growth indicators were solid, with PMIs expanding, GDP up 3.8% quarter-on-quarter,...
29 September 2025
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GLOBAL CREDIT BULLETS | Monday, 22 September 2025
FED – Easing cycle has started Last week, the Fed lowered its overnight rate to 4.00–4.25%. Rates rallied on the...
22 September 2025
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GLOBAL CREDIT BULLETS | Monday, 15 September 2025
US – Green light for easing Last week, CPI surprised to the upside. Core CPI was broadly in line with...
15 September 2025
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GLOBAL CREDIT BULLETS | Monday, 8 September 2025
UK – Fiscal drives you higher Last week, UK rates were one of the drivers of duration selloff, with 30-year...
8 September 2025
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