January 8, 2024
GLOBAL CREDIT BULLETS | Montag, 8. Januar 2024
US-Wirtschaft – Senkung im März bleibt eingepreistIn den USA wurden im Dezember 216.000 neue Arbeitsplätze geschaffen, was über den Prognosen...
Lesen Sie weiterJanuary 8, 2024
US-Wirtschaft – Senkung im März bleibt eingepreistIn den USA wurden im Dezember 216.000 neue Arbeitsplätze geschaffen, was über den Prognosen...
Lesen Sie weiterDecember 22, 2023
The agreement on how to reform the Stability and Growth Pact requires a meaningful rethinking of the EU budget. Originally...
Lesen Sie weiterDecember 18, 2023
Fed – Goldilocks unlockedThe Fed surprised markets dovishly last Wednesday, by indicating more cuts in the dot-plot and acknowledging that...
Lesen Sie weiterDecember 11, 2023
US data – Slowing down, but no panic In the US, non-farm payroll data for November came in slightly above...
Lesen Sie weiterDecember 5, 2023
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
Lesen Sie weiterDecember 4, 2023
Fixed income – What a comebackNovember was one of the best months for global bond markets in history, as weaker...
Lesen Sie weiterNovember 29, 2023
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
Lesen Sie weiterNovember 27, 2023
Eurozone – Disinflation story to continueEuropean PMIs for November rose slightly to 47.1 from 46.5 prior, indicating a bottoming of...
Lesen Sie weiterNovember 22, 2023
Download It is important to demystify the notion that water is infinite. 70% of the planet is covered by water,...
Lesen Sie weiterNovember 20, 2023
US Data – Slowdown in sightLast week’s October CPI surprised by 0.1% to the downside at 3.2% YoY headline and...
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November 13, 2023
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
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