Market Views Credit Global Credit
Mid-Year Updates 2024 | Credit: a bond picker market.
Inflation – although far from the peaks reached in 2022 – remains quite high in both the US and (to...
27 June 2024
Keep readingThe central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]

Market Views Credit Global Credit
Inflation – although far from the peaks reached in 2022 – remains quite high in both the US and (to...
27 June 2024
Keep readingMarket Views Credit Global Credit
French Elections – First Round PreviewThe first round of French lower house elections happens this Sunday 30th, whereby parties compete...
24 June 2024
Keep readingMarket Views Credit Global Credit
Europe – Political risk back on the radarPresident Macron’s decision to call early legislative elections (30 Jun and 7 Jul)...
17 June 2024
Keep readingMarket Views Credit Global Credit
European elections – Turning rightEuropean Parliament elections surprised consensus with a more pronounced right-wing shift than expected. The new Parliament...
10 June 2024
Keep readingMarket Views Credit Global Credit
ECB Preview – Hawkish cut The ECB will be the third G10 central bank to lower rates on Thursday, by...
3 June 2024
Keep readingMarket Views Credit Global Credit
US – No cuts in sight US PMIs surprised strongly to the upside, with the composite reading at 54.4 versus...
27 May 2024
Keep readingMarket Views Equity Global Equity
In their latest Clean Alpha | Seeds of change: from the plough to the cloud report, the global equity team...
23 May 2024
Keep readingMarket Views Equity Global Equity
European Banks – Profits beat expectations, driving earnings and valuation higher Last week brought the curtain down on another constructive...
22 May 2024
Keep readingMarket Views Credit Global Credit
US Inflation – Moderate reliefUS inflation data for April provided some relief. US core inflation printed at 0.3% m/m, 3.6%...
20 May 2024
Keep readingIn the latest update from Davide Serra (Algebris Investments, Founder and CEO) following his recent trip to Asia, we hear...
14 May 2024
Keep readingMarket Views Credit Global Credit
US Inflation – Not enough progressWednesday’s US CPI print is likely to slow from last month but won’t be enough...
13 May 2024
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