Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 11 December 2023
US data – Slowing down, but no panic In the US, non-farm payroll data for November came in slightly above...
11 December 2023
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Market Views Equity Global Equity
Algebris Year-end Updates 2023 | Energy, healthcare and digitalization to drive equity markets in 2024.
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
5 December 2023
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GLOBAL CREDIT BULLETS | Monday, 4 December 2023
Fixed income – What a comebackNovember was one of the best months for global bond markets in history, as weaker...
4 December 2023
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Algebris Year-end Updates 2023 | Fixed income: good risk-reward for investors amidst slowing growth and lower interest rates.
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
29 November 2023
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GLOBAL CREDIT BULLETS | Monday, 27 November 2023
Eurozone – Disinflation story to continueEuropean PMIs for November rose slightly to 47.1 from 46.5 prior, indicating a bottoming of...
27 November 2023
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Clean Alpha | Fields of (blue) gold
Download It is important to demystify the notion that water is infinite. 70% of the planet is covered by water,...
22 November 2023
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GLOBAL CREDIT BULLETS | Monday, 20 November 2023
US Data – Slowdown in sightLast week’s October CPI surprised by 0.1% to the downside at 3.2% YoY headline and...
20 November 2023
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Inflation has peaked: time to stretch duration.
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
13 November 2023
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GLOBAL CREDIT BULLETS | Monday, 13 November 2023
US – Focus on CPI and Retail SalesThis week offers key data to shape the path for rates and monetary...
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GLOBAL CREDIT BULLETS | Monday, 6 November 2023
US Economy – From strong to weakUS data slowed last week, following a very strong Q3 GDP print at 4.9%,...
6 November 2023
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GLOBAL CREDIT BULLETS | Monday, 30 October 2023
US – Focus on data while Fed on holdThe Fed will likely keep rates unchanged at Wednesday’s meeting and, without...
30 October 2023
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