Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 6 February 2023
ECB – Dovish 50The ECB hiked rates by 50bps to 2.5% on Thursday and guided for another 50bp in March,...
6 February 2023
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 30 January 2023
Fed – Can’t hold the Hawkish line much longerDespite the recent hawkish tone by Fed officials on the need for...
30 January 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 23 January 2023
Bank of Japan – Defying the inevitable (for now)The BoJ surprised markets on Wednesday by leaving their yield-curve-control (YCC) policy...
23 January 2023
Keep readingWhat I learnt in Davos
Some of the key takeaways from the World Economic Forum 2023 in Davos: The resilience of the European Union, unexpected...
20 January 2023
Keep readingMarket Views Equity Global Equity
Sustainability: Driver to increase companies’ competitiveness and an investment opportunity
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
17 January 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 16 January 2023
US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
16 January 2023
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 9 January 2023
US – Tight labour market remains a headache for the FedLast week showed continued signs of hot labour markets in...
9 January 2023
Keep readingMarket Views Credit Global Credit
Algebris Macro Outlook 2023 | A positive year for bond and credit markets
We believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Tuesday, 3 January 2023
European inflation – Pointing down The first week of 2023 will see the release of December CPI inflation across Europe....
3 January 2023
Keep readingAlgebris Year-end Update 2022 | Opportunities offered by a balanced exposure to financial credit and equity
The resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
21 December 2022
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 19th December 2022
Fed – Terminal rate in sight Last week, US inflation surprised again on the downside, leading to softer messaging from...
19 December 2022
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