Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 31st October 2022
ECB – Substantial progress, but more to go Last week, the ECB delivered the widely expected second 75bp hike but flagged...
31 October 2022
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 24th October 2022
ECB – Another 75bp hikeWe expect a second consecutive 75bp deposit rate hike at this week’s ECB meeting given further...
24 October 2022
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Back to the Future
Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever,...
19 October 2022
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GLOBAL CREDIT BULLETS | Monday, 17th October 2022
US – Inflation keeps risingThe CPI reading for September came in stronger than market expectations. Headline CPI came in at...
17 October 2022
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GLOBAL CREDIT BULLETS | Monday, 10th October 2022
US labour market – Slowing at a slow paceSeptember payrolls rose 263k, down from August’s 315k, albeit still on the...
10 October 2022
Keep readingThe Algebris Bullet Credit Global Credit
The Algebris Bullet | Back to the Future
Download The dollar is our currency, but it’s your problem. John Connally, US Treasury Secretary, 1971 Until the end of...
4 October 2022
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GLOBAL CREDIT BULLETS | Monday, 3rd October 2022
UK – Emerging cracksThe UK continued to experience market turbulence last week following the announcement of the “mini-budget”. The sell-off...
3 October 2022
Keep readingExecutive Chat with Davide Serra, Founder and CEO of Algebris Investments
“Many people misunderstand the concept of investing with that of trading. You need to invest capital with patience and a...
29 September 2022
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GLOBAL CREDIT BULLETS | Monday, 26th September 2022
Italy – Right-wing landslideItalian elections concluded with a solid victory of the right-wing coalition. The three parties overall obtained c.44%...
26 September 2022
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GLOBAL CREDIT BULLETS | Monday, 19th September 2022
Federal Reserve – Last stop 4% Lower headline inflation driven by lower energy prices is not enough to make the Fed...
19 September 2022
Keep readingThe Talent Show – How To Succeed In Finance
Listen to Davide Serra (Founder & CEO, Algebris Investments) in The Talent Show: a new podcast series from FT Talent,...
13 September 2022
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