Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 22nd March 2021
Fed – Words are not enough anymore.At the well-anticipated March meeting, the Fed failed to reassure investors about the selloff...
22 March 2021
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ESG & Policy Research Credit Global Credit
AI in Finance: Deciphering Fedspeak with Natural Language Processing
Since the financial crisis, forward guidance has become a key part of the monetary policy toolkit. Constrained by the effective...
19 March 2021
Keep readingThe Algebris Bullet Credit Global Credit
The Silver Bullet | A World Without Safe Havens
You say you want a revolutionWell, you knowWe all want to change the worldYou tell me that it’s evolutionWell, you...
16 March 2021
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GLOBAL CREDIT BULLETS | Monday, 15th March
ECB – Dovish Bark Doesn’t Bite.The ECB Governing Council struck a relatively dovish tone last week as they communicated their...
15 March 2021
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GLOBAL CREDIT BULLETS | Monday, 8th March 2021
American Rescue Plan – $1.9trn approved.Over the weekend, the US Senate passed President Biden’s $1.9trn or 9% of GDP Covid...
8 March 2021
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GLOBAL CREDIT BULLETS | Monday, 1st March 2021
Rates – No Capitulation of Risk Markets yet.Last week’s moves in rates markets were strong, but a capitulation of risk...
1 March 2021
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Financial Credit: The Algebris Investment Case
What are the current challenges for fixed income allocators? How does financial credit compare to other asset classes and how...
26 February 2021
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GLOBAL CREDIT BULLETS | Monday, 22nd February 2021
Rates – Time to watch out. For investors, it is time to take the move in rates more seriously. YTD,...
22 February 2021
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GLOBAL CREDIT BULLETS | Monday, 15th February 2021
Rate markets – The US vs The RoW.We believe more 2021 US stimulus will cause Treasuries to continue widening gradually....
15 February 2021
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Brave new world – Alberto Gallo
Economy, markets and politics: how will the world be different after the pandemic? We cannot predict the future, but we...
10 February 2021
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GLOBAL CREDIT BULLETS | Monday 8th February 2021
The US, China and the vaccine rollout.Recent macro data from the US and China appears encouraging, showing a modest recovery...
8 February 2021
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