World view from Asia
In the latest update from Davide Serra (Algebris Investments, Founder and CEO) following his recent trip to Asia, we hear...
14 May 2024
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 13 May 2024
US Inflation – Not enough progressWednesday’s US CPI print is likely to slow from last month but won’t be enough...
13 May 2024
Keep readingClean Alpha Equity Global Equity
Clean Alpha | Seeds of change: from the plough to the cloud
Download If we learned anything from Mark Watney in The Martian, besides the dangers and thrills of space exploration, it...
9 May 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 6 May 2024
US Economic Data – Entering a soft-patchFriday’s NFP print surprised to the downside at 175k against 240k surveyed, the unemployment...
6 May 2024
Keep readingMarket Views Credit Global Credit
An Italian utility company missed their emission target: what does it mean for the Sustainability Linked Bonds (SLB) market?
On April 23rd 2024, Enel announced that it will raise the coupons on several bonds as a result of missing...
2 May 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 29 April 2024
Fed Preview – Higher for Longer continuesThis Wednesday the Fed is likely to reiterate its cautious stance on rate cuts,...
29 April 2024
Keep readingMarket Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 24 April 2024
EU Banks – Re-rating journey finally begins?As shown in the chart below, EU bank stocks have languished recently near valuation...
24 April 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 22 April 2024
Geopolitics – The worst is averted (so far)Geopolitical risk premia are compressing after the Israeli reaction on Iran. The fact...
22 April 2024
Keep readingMarket Views Equity Financials
High earnings and share buybacks: a positive scenario for financial equity.
How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are...
18 April 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 15 April 2024
US rates – No land of doves anymoreThe US March CPI report triggered a meaningful re-pricing in global interest rates....
15 April 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 8 April 2024
ECB Preview – All clear for a June rate-cutThe ECB will likely pave the way for their first rate cut...
8 April 2024
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