In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit stress to a comforting soft landing, a scenario where central banks cut despite healthy growth.
Markets decided we now live in a land of doves.
Listen to our latest podcast with Gabriele Foà (Global Credit Portfolio Manager, Algebris Investments) and Douglas Branson (Head of Business Development, Algebris Investments) discussing the key concepts of the bullet.
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