Insights

Market Views

Davos 2026: Key Markets & Macro Implications

The 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. […]

January 23, 2026

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 5th September 2022

Russian gas – Full shutdown ahead of rescue plan. Late on Friday, Gazprom announced that gas flows towards Europe via...

5 September 2022

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ESG & Policy Research

Europe’s energy war: the role of energy savings.

After a very hot summer, winter is coming. As Gazprom announced a new round of ‘maintenance’ due to start later...

1 September 2022

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 29th August 2022

Jackson Hole – Hawks come from EuropeThe Jackson Hole symposium saw the ECB delivering a very hawkish message. In her...

29 August 2022

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 22nd August 2022

Global inflation – Mixed signals. Over the past two weeks, markets received mixed signals about global inflation. In the US,...

22 August 2022

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ESG & Policy Research

Algebris Mid-Year Update 2022 | Algebris ESG Framework

Algebris is committed to embracing ESG principles fully. From internal policies and projects like Algetrees (1 million trees to be...

17 August 2022

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 8th August 2022

Central banks – Data dependencyCentral banks are gradually moving from an inflation fighting attitude to a data-dependent approach. Last week,...

8 August 2022

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Market Views Credit Global Credit

Algebris Mid-Year Update 2022 | Stabilisation in inflation and less concerns about economic growth.

In Q2 we’ve seen the economy worsening and inflation remaining high at the same time. The second part of the...

3 August 2022

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Podcasts & Videos Credit Global Credit

Fight Your Fear

When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an...

1 August 2022

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 1st August 2022

Fed – Eyeing a pivot.On Wednesday, the Federal Reserve came across more open to support growth than it has been...

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Market Views Credit Financials

Fight Your Fear | Algebris Webcast

The banking sector is the only one in the world that is positively correlated to rising interest rates; it is...

29 July 2022

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Market Views Credit Financials

Algebris Mid-Year Update 2022 | Excess capital and high yields benefit financial credit.

The war in Ukraine is a concern but has not led to losses in the banking sector due to the...

27 July 2022

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