Market Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 28 October 2026
Global equities are set to finish October close to where they began. However, the apparent stability on the surface hides...
28 October 2026
Keep readingInsights
Filtered by Category
Market Views
Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 26 October 2026
Another week of volatility and pressure on French spreads, which have touched 175bp. France’s fiscal position is becoming increasingly difficult...
26 October 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 19 October 2026
Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we attended more than 60 meetings with...
19 October 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 12 October 2026
In our latest piece (The Algebris Bullet | Financial Rebellion – Algebris Investments) we argue that financial repression is increasingly...
12 October 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 5 October 2026
Global rates markets continued to display extraordinary volatility last week, led by French bond markets. The selloff became so extreme...
5 October 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 28 September 2026
Global fixed income markets experienced a bloodbath last week. Stronger than expected PMIs in both Europe and the United States,...
28 September 2026
Keep readingMarket Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 23 September 2026
Over the summer, global equities hit a new all-time high, driven by a strong performance in Energy, Large-Cap Tech, and...
23 September 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 21 September 2026
The Fed’s latest communication is helping restore its inflation fighting credibility. Last week, the Federal Reserve raised rates by 25...
21 September 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 14 September 2026
Last week, the Houthis’ military campaign expanded to the Bab el-Mandeb Strait, adding further risks to global trade and oil...
14 September 2026
Keep readingMarket Views Credit Global Credit
Back to School: Opportunities in Duration, Caution on Spreads
The summer was characterised by limited volatility in risky assets, but a sharp rise in bond yields, particularly at the...
8 September 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 7 September 2026
The US reportedly added 162,000 jobs last month, well above market expectations, triggering a moderately hawkish repricing of US assets....
7 September 2026
Keep reading
Load more
