Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 27 July 2026
ECB – September hike in sight Last week, the ECB left its key policy rates unchanged, as widely expected. With...
27 July 2026
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Market Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 22 July 2026
Navigating tech uncertainty Equity markets gave back some of the gains recorded in recent months, as the AI and semiconductor complex...
22 July 2026
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The Algebris View | Financial Equity: Volatile Backdrop Creates Opportunities for Active Managers
It is difficult to characterise the first half of 2026 in any other way than volatile or complex, with the...
21 July 2026
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GLOBAL CREDIT BULLETS | Monday, 20 July 2026
Iran – Escalation without an oil shock Recent developments in the Middle East suggest that the memorandum of understanding previously...
20 July 2026
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The Algebris View | Global Equity: Looking Beyond Market Volatility
In the first part of the year, equity markets continued to deliver positive returns. Year to date, the US market...
14 July 2026
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GLOBAL CREDIT BULLETS | Monday, 13 July 2026
Iran – Neither war nor peace Developments around Iran remain highly uncertain, but the most likely near-term outcome is a...
13 July 2026
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The Algebris View | Global Credit: Finding Value Beyond the Typical Bond Fund
Volatility is likely to rise In the second half of 2026, we expect volatility to rise. As a consequence, we...
7 July 2026
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GLOBAL CREDIT BULLETS | Monday, 6 July 2026
Central banks – The end of guidance Central banks are moving away from guidance. Warsh’s appearance at the ECB Forum on...
6 July 2026
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The Algebris View | Financial Credit: The Risk-Reward Remains Attractive
Stability remains the central theme The first half of 2026 was dominated by many events and by fast-changing macro assumptions...
30 June 2026
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GLOBAL CREDIT BULLETS | Monday, 29 June 2026
Fed – Credibility is back The first effects of the Warsh Fed are starting to show across markets, and the...
29 June 2026
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GLOBAL EQUITY BULLETS | Wednesday, 24 June 2026
Peace Dividend Building on a year already defined by geopolitical risk and AI excitement, equity markets pushed higher through the...
24 June 2026
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