The Algebris Bullet Credit Global Credit
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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Market Views Credit Global Credit
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
Keep readingMarket Views Credit Global Credit
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
Keep readingMarket Views Credit Global Credit
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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GLOBAL CREDIT BULLETS | Monday, 1 September 2025
France – Short lived fears or lasting change? Last Tuesday, Bayrou called a confidence vote on his budget, a...
1 September 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 25 August 2025
Jackson Hole – September cut cemented At the annual monetary policy conference in Jackson Hole, Fed Chairman Jerome Powell...
25 August 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 4 August 2025
US – Powell vs Data Last week, the Fed left interest rates unchanged, as widely expected. The tone during the...
4 August 2025
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GLOBAL CREDIT BULLETS | Monday, 28 July 2025
Tariffs – US signs trade agreements with EU and Japan Last Sunday, the EU and the US sealed a deal...
28 July 2025
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GLOBAL CREDIT BULLETS | Monday, 21 July 2025
US – Tariffs not hammering, economy remains resilient Last week’s economic data confirmed that the US economy remains strong. Core...
21 July 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 14 July 2025
Tariffs – State of Play Several new tariffs and threats were made over the past week. Last Saturday, Trump announced...
14 July 2025
Keep readingMarket Views Credit Finanziari
Mid-year Updates 2025 | Strong Fundamentals, Selective Opportunity: The Case for Financials
The last six months have been eventful for markets, driven largely by developments under the Trump administration and the campaign...
9 July 2025
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