Algebris Mid-Year Update 2022 | How do banks perform when interest rates increase?
Bond and equity markets have fallen heavily year-to-date. They are having their worst start of a year for more than...
20 July 2022
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Market Views
Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 18th July 2022
Italy – Political drama is back.In Italy, a new government crisis opened up as the 5-star movement de facto removed...
18 July 2022
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GLOBAL CREDIT BULLETS | Monday, 11th July 2022
European energy – Shutdown fearsMarket fears of a potential shutdown of Russian energy have intensified over the past week. The...
11 July 2022
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GLOBAL CREDIT BULLETS | Monday, 4th July 2022
Markets – Emerging valueJune closed the first half of the year with a volatile touch. The month has been one...
4 July 2022
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GLOBAL CREDIT BULLETS | Monday, 27th June 2022
Data – Turning south.This week, market focus turned quickly on chances and depth of an economic slowdown. In Europe, June...
27 June 2022
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GLOBAL CREDIT BULLETS | Monday, 20th June 2022
ECB – A line in the sand. Last week, the European Central Bank called an emergency meeting to discuss measures...
20 June 2022
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GLOBAL CREDIT BULLETS | Monday, 13th June 2022
ECB – Regime shift.The ECB formalized its hawkish turn (partially anticipated by interviews of MPC members over the past few...
13 June 2022
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GLOBAL CREDIT BULLETS | Monday, 6th June 2022
Europe – Inflation data pave the way for the hawks.May inflation data have surprised on the upside last week, paving...
6 June 2022
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GLOBAL CREDIT BULLETS | Monday, 30th May 2022
China – Premier Li signals upcoming stimulusLast week, Premier Li hosted a conference attended by over a 100 thousand government...
30 May 2022
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GLOBAL CREDIT BULLETS | Monday, 23rd May 2022
China stimulus – Baby steps are better than nothing.Last week, China’s PBOC cut the 5-year Loan Prime Rate from 4.6%...
23 May 2022
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GLOBAL CREDIT BULLETS | Monday, 9th May 2022
The Fed: inflation over growth.The Federal Reserve raised rates by 50bps and signaled the start of their balance sheet reduction...
9 May 2022
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GLOBAL CREDIT BULLETS | Monday, 2nd May 2022
Fed – Brace for larger hikes.This week, the Fed is set to lift off rates for the second time this...
2 May 2022
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