The Algebris Bullet Equity Financials
One bad apple doesn’t spoil the bunch
Download On March 10th 2023, Silicon Valley Bank (‘SVB’) was taken over by the FDIC, following a wave of deposit...
10 March 2023
Keep readingThe central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]

The Algebris Bullet Equity Financials
Download On March 10th 2023, Silicon Valley Bank (‘SVB’) was taken over by the FDIC, following a wave of deposit...
10 March 2023
Keep readingWithin Asia, the resilience of Europe was underestimated, and capital is now being redeployed in European assets, which is a...
7 March 2023
Keep readingMarket Views Credit Global Credit
ECB – Next stop 4%Last week’s Eurozone CPI prints surprised to the upside and led markets to price in a...
6 March 2023
Keep readingMarket Views Credit Global Credit
2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period...
2 March 2023
Keep readingMarket Views Credit Global Credit
Ukraine – Next escalation step ahead with spring offensiveIt has been one year since Russia invaded Ukraine, and an end...
27 February 2023
Keep readingESG & Policy Research Equity Global Equity
Download Recent approvals of government funds accelerating the green transition seem to be good news. The most prominent developed and...
24 February 2023
Keep readingBanks lost half of their revenue from interest and now these revenues are expected to go up by 20 to...
22 February 2023
Keep readingMarket Views Credit Global Credit
US – Hawkish momentum continuesA week of hawkish data in the US led markets to continue fading rate-cut expectations, while...
20 February 2023
Keep readingInflation peaked de facto over the last months of 2022. So, what do we think will happen throughout the rest...
15 February 2023
Keep readingMarket Views Credit Global Credit
US – Upside risks to CPIOn Tuesday we’ll see January’s US CPI print, which consensus sees at 6.2% YoY for...
13 February 2023
Keep readingMarket Views Credit Global Credit
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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