December 4, 2023
GLOBAL CREDIT BULLETS | Monday, 4 December 2023
Fixed income – What a comebackNovember was one of the best months for global bond markets in history, as weaker...
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November 29, 2023
Algebris Year-end Updates 2023 | Fixed income: good risk-reward for investors amidst slowing growth and lower interest rates.
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
Keep readingNovember 27, 2023
GLOBAL CREDIT BULLETS | Monday, 27 November 2023
Eurozone – Disinflation story to continueEuropean PMIs for November rose slightly to 47.1 from 46.5 prior, indicating a bottoming of...
Keep readingNovember 20, 2023
GLOBAL CREDIT BULLETS | Monday, 20 November 2023
US Data – Slowdown in sightLast week’s October CPI surprised by 0.1% to the downside at 3.2% YoY headline and...
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November 13, 2023
Inflation has peaked: time to stretch duration.
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
Keep readingGLOBAL CREDIT BULLETS | Monday, 13 November 2023
US – Focus on CPI and Retail SalesThis week offers key data to shape the path for rates and monetary...
Keep readingNovember 6, 2023
GLOBAL CREDIT BULLETS | Monday, 6 November 2023
US Economy – From strong to weakUS data slowed last week, following a very strong Q3 GDP print at 4.9%,...
Keep readingOctober 30, 2023
GLOBAL CREDIT BULLETS | Monday, 30 October 2023
US – Focus on data while Fed on holdThe Fed will likely keep rates unchanged at Wednesday’s meeting and, without...
Keep readingOctober 23, 2023
GLOBAL CREDIT BULLETS | Monday, 23 October 2023
US – Cautious Fed means steeper curvesLast week, Powell indicated that the Fed will be on hold at the upcoming...
Keep readingOctober 16, 2023
GLOBAL CREDIT BULLETS | Monday, 16 October 2023
Middle East – Geopolitical risks on the riseGeopolitical risks are back in focus as Israel-Gaza tensions quickly erupted in a...
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October 11, 2023
Responsible Investing | Finding opportunities in fixed income
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
Keep readingOctober 9, 2023
GLOBAL CREDIT BULLETS | Monday, 9 October 2023
US Economy – Labour market remains strongFriday’s NFP print showed that 336k jobs were added in September, against a survey...
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