In Cold Storage
Europe has never entered September with this little gas in store. The EU Storage Regulation establishes a 90% target for...
8 September 2026
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Market Views Credit Global Credit
Back to School: Opportunities in Duration, Caution on Spreads
The summer was characterised by limited volatility in risky assets, but a sharp rise in bond yields, particularly at the...
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 7 September 2026
The US reportedly added 162,000 jobs last month, well above market expectations, triggering a moderately hawkish repricing of US assets....
7 September 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 31 August 2026
The much-awaited Warsh speech at the Jackson Hole Symposium provided markets with greater clarity, but not many answers. Chair Warsh...
31 August 2026
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GLOBAL CREDIT BULLETS | Monday, 24 August 2026
US – Treasury support for treasuries Last week, the US Treasury stepped in to support the long end of the...
24 August 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 3 August 2026
Fed – Credibility on the line The July Fed meeting ended up raising market concerns about the new Chair’s commitment...
3 August 2026
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GLOBAL CREDIT BULLETS | Monday, 27 July 2026
ECB – September hike in sight Last week, the ECB left its key policy rates unchanged, as widely expected. With...
27 July 2026
Keep readingThe EU Carbon Market Reform: Signal Or Noise?
The ETS at a crossroad The European carbon market, formally the EU Emissions Trading System (EU-ETS), is the world’s first...
24 July 2026
Keep readingMarket Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 22 July 2026
Navigating tech uncertainty Equity markets gave back some of the gains recorded in recent months, as the AI and semiconductor complex...
22 July 2026
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The Algebris View | Financial Equity: Volatile Backdrop Creates Opportunities for Active Managers
It is difficult to characterise the first half of 2026 in any other way than volatile or complex, with the...
21 July 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 20 July 2026
Iran – Escalation without an oil shock Recent developments in the Middle East suggest that the memorandum of understanding previously...
20 July 2026
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