Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 6th December 2021
Omicron – Surely faster, maybe milder.The past week has been characterized by fears on the omicron variant. Information is very...
6 December 2021
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How should we quantify the impact of climate change on inflation?
Economic theory tells us that persistent deficits fuel inflation. Does this rule also apply to our biocapacity deficit, defined as...
2 December 2021
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GLOBAL CREDIT BULLETS | Monday, 29th November 2021
Covid – New strain fearsOn Friday, panic hit markets as a new Covid strain was found in South Africa. The...
29 November 2021
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GLOBAL CREDIT BULLETS | Monday, 22nd November 2021
Fed – waiting for new chairmanThis week, the White House will likely announce the new chairman of the Federal Reserves....
22 November 2021
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GLOBAL CREDIT BULLETS | Monday, 15th November 2021
Inflation – No gravityUS inflation data continue to accelerate. In October, the CPI basket increased 0.9% on a monthly basis...
15 November 2021
Keep readingThe Algebris Bullet Credit Global Credit
The Silver Bullet | Pixie Dust
Download “All you need is faith, trust, and a little pixie dust.” – Peter Pan If you are a bond...
8 November 2021
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GLOBAL CREDIT BULLETS | Monday, 8th November 2021
Fed – taper onLast Wednesday, the Fed announced the beginning of QE tapering, as largely anticipated. Purchases will be reduced...
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GLOBAL CREDIT BULLETS | Monday, 1st November 2021
ECB – Behind the curve.At the October meeting, the ECB looked way behind the curve. While the statement was uneventful,...
1 November 2021
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GLOBAL CREDIT BULLETS | Monday, 25th October 2021
UK – stagflation getting realSeptember UK inflation remained elevated, with the print delivering a 0.3% monthly increase and 3.1% annual...
25 October 2021
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The Green Leaf | The Dawn of Climate Inflation?
Download Had the CPI included the cost of paying for our growing CO2 emissions the price level today would be...
18 October 2021
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GLOBAL CREDIT BULLETS | Monday, 18th October 2021
US inflation – less and less transitoryUS inflation data for September remain strong. Headline inflation stays at 5.4% yoy, the...
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GLOBAL CREDIT BULLETS | Monday, 11th October 2021
Global growth – clouds at the horizonA few clouds darken the horizon for global growth. On the supply side, bottlenecks...
11 October 2021
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