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Market Views Credit Financials
For some time, bond investors have been anticipating the steep interest rate increases we have seen in 2022. Banks are...
15 December 2022
Keep readingThe Algebris Bullet Credit Global Credit
Download 2022 has been a year of increasing and hightened tensions. Supply bottlenecks, the energy crisis and central bank tightening...
14 December 2022
Keep readingMarket Views Credit Global Credit
Fed – Slower but higher The Federal Reserve will hold its last FOMC meeting of 2022 on Wednesday, when it will...
12 December 2022
Keep readingMarket Views Credit Global Credit
China – time to re-think outlookIn the last few weeks, China’s re-opening has been challenged by a massive surge in...
5 December 2022
Keep readingMarket Views Credit Global Credit
Oil markets – Back on a rollLast week, oil turned more volatile once again.Uncertainty over the amount of supply cuts...
28 November 2022
Keep readingMarket Views Credit Global Credit
Russia/Ukraine War – Russia’s weakening positionRussian forces retreated from Kherson just over a week ago, depriving Putin of the only...
21 November 2022
Keep readingMarket Views Credit Global Credit
Watch the intervention of Davide Serra (Founder and CEO, Algebris Investments) debating Policy-Making for an Inflationary Era with Gita Gopinath...
18 November 2022
Keep readingMarket Views Credit Global Credit
China –Time to open upSpeculation about the fate of China’s Covid Zero policy has recently attracted attention. After President Xi...
14 November 2022
Keep readingMarket Views Credit Global Credit
Fed – Slower for longerLast week the Fed hiked interest rates by 75bps, as expected. Although the press release was...
7 November 2022
Keep readingBond and equity markets hit an air pocket in September 2022 as central bankers got serious about raising interest rates...
4 November 2022
Keep readingMarket Views Equity Global Equity
If we look at how humanity behaved over the past 50 years, we haven’t really taken into account the environmental...
3 November 2022
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