January 23, 2023
GLOBAL CREDIT BULLETS | Monday, 23 January 2023
Bank of Japan – Defying the inevitable (for now)The BoJ surprised markets on Wednesday by leaving their yield-curve-control (YCC) policy...
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January 20, 2023
What I learnt in Davos
Some of the key takeaways from the World Economic Forum 2023 in Davos: The resilience of the European Union, unexpected...
Lesen Sie weiterThe Wall Street Journal – Gabriele Foà on Fixed Income
“Declining inflation and slowing economic growth should pave the way for a much better year for bond investors, with credit...
Lesen Sie weiterBloomberg – Algebris CEO on Global Growth, China Reopening
Algebris CEO Davide Serra says that the growth of inflation has peaked and China’s reopening will be crucial for the...
Lesen Sie weiterJanuary 17, 2023
Sustainability: Driver to increase companies’ competitiveness and an investment opportunity
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
Lesen Sie weiterJanuary 16, 2023
GLOBAL CREDIT BULLETS | Monday, 16 January 2023
US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
Lesen Sie weiterJanuary 10, 2023
December 2022
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterJanuary 9, 2023
GLOBAL CREDIT BULLETS | Monday, 9 January 2023
US – Tight labour market remains a headache for the FedLast week showed continued signs of hot labour markets in...
Lesen Sie weiterAlgebris Macro Outlook 2023 | A positive year for bond and credit markets
We believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
Lesen Sie weiterJanuary 3, 2023
GLOBAL CREDIT BULLETS | Tuesday, 3 January 2023
European inflation – Pointing down The first week of 2023 will see the release of December CPI inflation across Europe....
Lesen Sie weiterDecember 27, 2022
Algebris Update zum Jahresende 2022 | Marktausblick 2023
Lennart Lengeling, Macro Analyst bei Algebris Investments, erklärt in seinem Jahresausblick, wie sich verschiedene Faktoren im kommenden Jahr auf das...
Lesen Sie weiterDecember 21, 2022
Algebris Year-end Update 2022 | Opportunities offered by a balanced exposure to financial credit and equity
The resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
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