À bout de souffle: What’s up with France?
On 31 May 2016, the former President of the European Commission Jean-Claude Juncker was asked why Brussels was so lenient...
22 October 2026
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The Algebris Bullet Credit Global Credit
The Algebris Bullet | Letters from Bangkok
Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we held more than 60 meetings with...
19 October 2026
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GLOBAL CREDIT BULLETS | Monday, 19 October 2026
Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we attended more than 60 meetings with...
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 12 October 2026
In our latest piece (The Algebris Bullet | Financial Rebellion – Algebris Investments) we argue that financial repression is increasingly...
12 October 2026
Keep readingThe Algebris Bullet Credit Global Credit
The Algebris Bullet | Financial Rebellion
Over the past five years, US nominal GDP has grown at 7% per year. Over the same period, five-year Treasuries...
7 October 2026
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GLOBAL CREDIT BULLETS | Monday, 5 October 2026
Global rates markets continued to display extraordinary volatility last week, led by French bond markets. The selloff became so extreme...
5 October 2026
Keep readingThe Politics of Data Centre’s Noise
AI investment in the United States amounted to almost 1.8% of national output this year (600 billion dollars) and it...
30 September 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 28 September 2026
Global fixed income markets experienced a bloodbath last week. Stronger than expected PMIs in both Europe and the United States,...
28 September 2026
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GLOBAL EQUITY BULLETS | Wednesday, 23 September 2026
Over the summer, global equities hit a new all-time high, driven by a strong performance in Energy, Large-Cap Tech, and...
23 September 2026
Keep reading2026 EU State of the Union: reaching outwards in troubled times
Dark political clouds are gathering fast over Europe, and nowhere is this more strikingly evident than in Germany. The election...
21 September 2026
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GLOBAL CREDIT BULLETS | Monday, 21 September 2026
The Fed’s latest communication is helping restore its inflation fighting credibility. Last week, the Federal Reserve raised rates by 25...
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