The Algebris Bullet Credit Global Credit
The Algebris Bullet | The land of doves
Download Looking at the evolution of US rates, one may think the world has changed in just three months. In...
14 February 2024
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 12 February 2024
US – Fresh data to show us the wayThis Tuesday US CPI is expected to fall from 3.4% to 2.9%,...
12 February 2024
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GLOBAL CREDIT BULLETS | Monday, 5 February 2024
Fed – Habemus cuts (just not in March)The Fed delivered a balanced message in their meeting last week, acknowledging the...
5 February 2024
Keep readingClean Alpha Equity Global Equity
Clean Alpha | EU clean-tech companies face a tough choice
Download Is the EU, often seen as a pioneer in leading the sustainable transition, at risk of losing ground? Meyer...
30 January 2024
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GLOBAL CREDIT BULLETS | Monday, 29 January 2024
ECB – Data-dependent, not date-dependentThe ECB held rates on Thursday as expected, but Lagarde surprised markets dovishly by pointing to...
29 January 2024
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GLOBAL CREDIT BULLETS | Monday, 22 January 2024
Central banks – Cut it deep but not that soonThe central theme of 2024 is the amount and timing of...
22 January 2024
Keep readingDavos 2024: Key Takeaways
Over the past few days at the World Economic Forum in Davos, one of the most discussed topics has been...
19 January 2024
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GLOBAL CREDIT BULLETS | Monday, 15 January 2024
US Economy – Rate-cut pricing extendsDecember CPI rose to 3.4% from 3.1%, firming more than expected and beating the survey...
15 January 2024
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GLOBAL CREDIT BULLETS | Monday, 8 January 2024
US Economy – March cut remains pricedThe US added 216k jobs in December, above the 175k forecast, driven by stronger...
8 January 2024
Keep readingThe New EU Economic Governance Framework: Raising the stakes on EU Integration.
The agreement on how to reform the Stability and Growth Pact requires a meaningful rethinking of the EU budget. Originally...
22 December 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 18 December 2023
Fed – Goldilocks unlockedThe Fed surprised markets dovishly last Wednesday, by indicating more cuts in the dot-plot and acknowledging that...
18 December 2023
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