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GLOBAL EQUITY BULLETS | Wednesday, 22 April 2026
V-Shaped recovery as ceasefire hopes unlock risk appetite After a sharp sell-off triggered in late February by the US-Israel strikes...
22 April 2026
Keep readingThe key variable for markets is the duration of the conflict between the US, Israel and Iran. A short conflict would likely result in only temporary oil price volatility, allowing markets to return to previous levels. However, a prolonged disruption could impact the Gulf region, which represents roughly 20% of global oil supply, potentially creating […]

Market Views Equity Global Equity
V-Shaped recovery as ceasefire hopes unlock risk appetite After a sharp sell-off triggered in late February by the US-Israel strikes...
22 April 2026
Keep readingThe Algebris Bullet Credit Global Credit
This note captures the Algebris global credit team’s main takeaways from the IMF meetings this month. Across both developed and...
21 April 2026
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Markets – War is over Hopes for a long-lasting understanding within the Middle-East conflict are now pervasive, pushing risk markets...
20 April 2026
Keep readingChina is advancing at exceptional speed in AI, robotics, biotech, green transition, electric vehicles, and other key innovation sectors. Its...
16 April 2026
Keep readingMarket Views Credit Global Credit
Iran – From missiles to meetings, a 10-point truce Last week, President Trump announced a two-week truce with Iran, effectively...
13 April 2026
Keep readingMarket Views Credit Global Credit
Iran – Between exit and escalation The war in Iran has now entered its second month, with uncertainty continuing to...
7 April 2026
Keep readingMarket Views Credit Global Credit
Iran – The gulf chess board Last Monday, President Trump announced that negotiations with Iran were underway, following earlier threats...
30 March 2026
Keep readingMarket Views Equity Global Equity
Middle East tensions trigger global market sell-off After a relatively strong start to the year, during which Asian markets and Europe outperformed a broadly flat US market,...
25 March 2026
Keep readingMarket Views Credit Global Credit
Iran – Strikes on energy infrastructure push oil higher Last week, tensions in the Middle East escalated further, with continuous...
23 March 2026
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Iran – All about Hormuz The second week of the conflict reinforced the view that the war may last longer...
16 March 2026
Keep readingMarket Views Credit Global Credit
Iran – Tail risks rising, rates selloff The first week of the Middle East conflict has now passed, but the...
9 March 2026
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