Market Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 9 October 2024
European Auto Market – A bumpy road ahead European Auto sector is currently grappling with a myriad of challenges that...
9 October 2024
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GLOBAL CREDIT BULLETS | Monday, 7 October 2024
US Economics – Strong labour market Friday’s labour market print surprised to the upside, as NFP added 254k jobs versus...
7 October 2024
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GLOBAL CREDIT BULLETS | Monday, 30 September 2024
Markets – It’s not easy like Sunday morning Markets are now priced for no recession and deep cuts at the same...
30 September 2024
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GLOBAL CREDIT BULLETS | Monday, 23 September 2024
Fed Review – Hawkish 50 The Fed cut rates by 50bp last week. Powell spoke of a “recalibration” of interest...
23 September 2024
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Not just another brick in the wall: investing in the future of buildings
In their latest Clean Alpha | Not just another brick in the wall report, the global equity team at Algebris...
19 September 2024
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GLOBAL CREDIT BULLETS | Monday, 16 September 2024
Fed preview – The time has come The Fed will cut rates on Wednesday, but the size of the cut...
16 September 2024
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GLOBAL CREDIT BULLETS | Monday, 9 September 2024
US data – Weak but no crash (yet) The well anticipated US August payrolls brought in mixed signals for the Federal...
9 September 2024
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GLOBAL EQUITY BULLETS | Wednesday, 4 September 2024
Reporting season – Positive overall Despite some concerns on potential economy weakness, the recent reporting season has been rosy thus...
4 September 2024
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GLOBAL CREDIT BULLETS | Monday, 2 September 2024
Rates – Lot’s in the price Rates markets continue to be very well priced for a fast cutting cycle, with...
2 September 2024
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GLOBAL CREDIT BULLETS | Monday, 26 August 2024
Jackson Hole – The time has come Last week, Fed Chair Jerome Powell came with a rather dovish message at...
26 August 2024
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Recent market turmoil: a positioning shake-up.
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
6 August 2024
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GLOBAL CREDIT BULLETS | Monday, 5 August 2024
Markets – Bad news is bad news Markets are turning weaker as recession fears mount. Weak manufacturing data in Europe,...
5 August 2024
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