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GLOBAL CREDIT BULLETS | Monday, 4 September 2023
US – Labour markets loosen furtherThe US labour market showed ongoing signs of loosening last week, with the unemployment rising...
4 September 2023
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 28 August 2023
Jackson Hole – Balanced toneAt Jackson Hole, the tone from global central bankers was balanced. All in, the event did...
28 August 2023
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GLOBAL CREDIT BULLETS | Monday, 31 July 2023
Fed – Meeting by meetingThe Federal Reserve hiked interest rates by 25bp at its July meeting, in line with expectations,...
31 July 2023
Keep readingAlgebris Mid-Year Updates 2023 | Sustainability, policy and opportunities: finding value in scarcity.
The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and...
27 July 2023
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Favorable scenario for fixed income and longer duration securities
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
24 July 2023
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GLOBAL CREDIT BULLETS | Monday, 24 July 2023
Fed & ECB Preview – Maintaining a tightening biasThe Fed will likely hike rates by another 25bp on Wednesday, bringing...
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Algebris Mid-Year Updates 2023 | Inflation, emerging markets, Europe: a positive scenario for fixed income.
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
19 July 2023
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GLOBAL CREDIT BULLETS | Monday, 17 July 2023
US inflation – All the way downUS CPI for June was recorded at 0.2% m/m and 3% y/y, the lowest...
17 July 2023
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Responsible Investing | Finding opportunities in equity
We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...
12 July 2023
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GLOBAL CREDIT BULLETS | Monday, 10 July 2023
China – Weak momentum continuesChina’s Caixin PMI’s fell last week by 3.1 points to 52.5, extending the ongoing decline in...
10 July 2023
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GLOBAL CREDIT BULLETS | Tuesday, 4 July 2023
US Data – Leading the way upThe US economy continues to defy gravity and once again surprised last week with...
4 July 2023
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