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It’s not Easy Like Sunday Morning
In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23....
17 October 2024
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Market Views Credit Global Credit
Interest rates check-up
In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the...
15 October 2024
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GLOBAL CREDIT BULLETS | Monday, 14 October 2024
US Economics – Stronger CPI but Cuts Coming US inflation came in at the high end of expectations last week,...
14 October 2024
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GLOBAL CREDIT BULLETS | Monday, 7 October 2024
US Economics – Strong labour market Friday’s labour market print surprised to the upside, as NFP added 254k jobs versus...
7 October 2024
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GLOBAL CREDIT BULLETS | Monday, 30 September 2024
Markets – It’s not easy like Sunday morning Markets are now priced for no recession and deep cuts at the same...
30 September 2024
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The Algebris Bullet | It’s Not Easy Like Sunday Morning
Download 2024 has been about markets trying to gauge how the world will look post the big rate hikes of...
26 September 2024
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GLOBAL CREDIT BULLETS | Monday, 23 September 2024
Fed Review – Hawkish 50 The Fed cut rates by 50bp last week. Powell spoke of a “recalibration” of interest...
23 September 2024
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GLOBAL CREDIT BULLETS | Monday, 16 September 2024
Fed preview – The time has come The Fed will cut rates on Wednesday, but the size of the cut...
16 September 2024
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GLOBAL CREDIT BULLETS | Monday, 9 September 2024
US data – Weak but no crash (yet) The well anticipated US August payrolls brought in mixed signals for the Federal...
9 September 2024
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GLOBAL CREDIT BULLETS | Monday, 2 September 2024
Rates – Lot’s in the price Rates markets continue to be very well priced for a fast cutting cycle, with...
2 September 2024
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GLOBAL CREDIT BULLETS | Monday, 26 August 2024
Jackson Hole – The time has come Last week, Fed Chair Jerome Powell came with a rather dovish message at...
26 August 2024
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GLOBAL CREDIT BULLETS | Monday, 5 August 2024
Markets – Bad news is bad news Markets are turning weaker as recession fears mount. Weak manufacturing data in Europe,...
5 August 2024
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