The Algebris Bullet Credit Global Credit
The Algebris Bullet | Deflating fears
Download 2022 has been a year of increasing and hightened tensions. Supply bottlenecks, the energy crisis and central bank tightening...
14 December 2022
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 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
Keep readingMarket Views Credit Global Credit
ECB – Substantial progress, but more to go Last week, the ECB delivered the widely expected second 75bp hike but flagged...
31 October 2022
Keep reading