Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Tuesday, 7 January 2025
Focus Q1-25 – Trump, data, geopolitics This year’s first quarter will be driven by US politics, economic data and global...
7 January 2025
Keep readingInsights
Filtered by Asset Class
Credit
Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 23 December 2024
Fed – Focus back to inflation The Federal Reserve turned hawkish at its December meeting. The Fed cut rates by...
23 December 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 9 December 2024
US Economics – Labour markets on track The US added 227k jobs in November, in line with expectations of 220k,...
9 December 2024
Keep readingMarket Views Credit Global Credit
Year-end Updates 2024 | Global Credit: a selective approach heading into 2025
The 2025 macroeconomic landscape will be shaped by U.S. policy uncertainty following Trump’s return to the presidency. Fiscal expansion, trade...
4 December 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 2 December 2024
France – Budget drama to carry on In France, political turmoil continues as the government struggles to approve a budget....
2 December 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 25 November 2024
Europe – Poor sentiment post TrumpEuropean PMIs dropped strongly post US elections, as the composite PMI fell from 50 to...
25 November 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 18 November 2024
Trump – Mixed picks Trump started to nominate people for his administration in the past week, selecting a generally hawkish...
18 November 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 11 November 2024
US elections – Red wave In US, elections ended with a strong victory of the Republican party. President Trump was...
11 November 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 4 November 2024
US Elections – The Final Countdown US Presidential elections will take place on November 5, with about 1/3 of voters...
4 November 2024
Keep readingThe Algebris Bullet Credit Global Credit
The Algebris Bullet | Dispatch from Washington
Download Key takeaways from the 2024 IMF Group Annual Meetings in Washington, attended by Algebris’ Global Credit team. In US...
30 October 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 28 October 2024
IMF meetings – Dispatch from DC Our Global Credit Team spent the past week at the Annual IMF/WB meetings in...
28 October 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 21 October 2024
ECB – The Path to 50 The ECB cut rates as expected by 25 basis points to 3.25% and gave...
21 October 2024
Keep reading
Load more
