What to do with the US economy running hot
The US is running a ‘hot’ economy, Japan is showing signs of growth, Europe is stagnating and China is facing...
26 March 2024
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 25 March 2024
Fed – More dovish reaction functionThe Federal Reserve held rates as expected, upgraded their projections to reflect higher growth and...
25 March 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 18 March 2024
Credit markets – Mind the spreadThe end of last week saw some increased volatility after months of protracted calm. Strong...
18 March 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 11 March 2024
US Economy – Inflation is what mattersLast Friday’s employment data had a dovish flavour, despite the headline NFP figure surprising...
11 March 2024
Keep readingUncategorized Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 4 March 2024
ECB – How far can hawks flyLast week’s Eurozone CPI fell back 0.2% from seasonally elevated January levels, but beat...
4 March 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 26 February 2024
Central banks – Pushing cuts further outFed speakers acknowledged but mostly looked through January’s strong data. They agreed on having...
26 February 2024
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The Green Leaf | The EU ESG Ratings Regulation: A Game-changer?
Download Lately, ‘ESG’ has been heavily criticized as an empty buzzword. While this criticism can be largely traced back to...
23 February 2024
Keep readingMarket Views Equity Global Equity
Don’t waste the opportunity
In our report Clean Alpha | Don’t waste the opportunity, we reference the Disney movie Wall-E, the children’s tale about...
22 February 2024
Keep readingClean Alpha Equity Global Equity
Clean Alpha | Don’t waste the opportunity
Download About 15 years ago, the Disney movie Wall-E was released in cinemas. It is a children’s story of the...
Keep readingMarket Views Credit Global Credit
The land of doves: opportunities in Credit, with active management
In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit...
20 February 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 19 February 2024
Markets – The land of dovesIn our latest Algebris Bullet, we argue that market pricing is too dovish. Market’s view...
19 February 2024
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