Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 19th September 2022
Federal Reserve – Last stop 4% Lower headline inflation driven by lower energy prices is not enough to make the Fed...
19 September 2022
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The Talent Show – How To Succeed In Finance
Listen to Davide Serra (Founder & CEO, Algebris Investments) in The Talent Show: a new podcast series from FT Talent,...
13 September 2022
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GLOBAL CREDIT BULLETS | Monday, 12th September 2022
ECB – Hawkish is not enough During last week’s monetary policy meeting, the ECB raised rates by 75bp and substantially raised...
12 September 2022
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GLOBAL CREDIT BULLETS | Monday, 5th September 2022
Russian gas – Full shutdown ahead of rescue plan. Late on Friday, Gazprom announced that gas flows towards Europe via...
5 September 2022
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GLOBAL CREDIT BULLETS | Monday, 29th August 2022
Jackson Hole – Hawks come from EuropeThe Jackson Hole symposium saw the ECB delivering a very hawkish message. In her...
29 August 2022
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GLOBAL CREDIT BULLETS | Monday, 22nd August 2022
Global inflation – Mixed signals. Over the past two weeks, markets received mixed signals about global inflation. In the US,...
22 August 2022
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GLOBAL CREDIT BULLETS | Monday, 8th August 2022
Central banks – Data dependencyCentral banks are gradually moving from an inflation fighting attitude to a data-dependent approach. Last week,...
8 August 2022
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Algebris Mid-Year Update 2022 | Stabilisation in inflation and less concerns about economic growth.
In Q2 we’ve seen the economy worsening and inflation remaining high at the same time. The second part of the...
3 August 2022
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GLOBAL CREDIT BULLETS | Monday, 1st August 2022
Fed – Eyeing a pivot.On Wednesday, the Federal Reserve came across more open to support growth than it has been...
1 August 2022
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Fight Your Fear | Algebris Webcast
The banking sector is the only one in the world that is positively correlated to rising interest rates; it is...
29 July 2022
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Algebris Mid-Year Update 2022 | Excess capital and high yields benefit financial credit.
The war in Ukraine is a concern but has not led to losses in the banking sector due to the...
27 July 2022
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GLOBAL CREDIT BULLETS | Monday, 25th July 2022
Italy – Early electionsThe Italian political crisis culminated with a government change last week, as PM Draghi was not able...
25 July 2022
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