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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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 25th July 2022
Italy – Early electionsThe Italian political crisis culminated with a government change last week, as PM Draghi was not able...
25 July 2022
Keep readingThe Algebris Bullet Credit Global Credit
The Algebris Bullet | Fight Your Fear
Download When you see light at the end of the tunnel, it’s too late to buy. Sir John Templeton When...
Keep readingAlgebris Mid-Year Update 2022 | How do banks perform when interest rates increase?
Bond and equity markets have fallen heavily year-to-date. They are having their worst start of a year for more than...
20 July 2022
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 18th July 2022
Italy – Political drama is back.In Italy, a new government crisis opened up as the 5-star movement de facto removed...
18 July 2022
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GLOBAL CREDIT BULLETS | Monday, 11th July 2022
European energy – Shutdown fearsMarket fears of a potential shutdown of Russian energy have intensified over the past week. The...
11 July 2022
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 4th July 2022
Markets – Emerging valueJune closed the first half of the year with a volatile touch. The month has been one...
4 July 2022
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 27th June 2022
Data – Turning south.This week, market focus turned quickly on chances and depth of an economic slowdown. In Europe, June...
27 June 2022
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Dip Your Toes
The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is...
20 June 2022
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 20th June 2022
ECB – A line in the sand. Last week, the European Central Bank called an emergency meeting to discuss measures...
Keep readingEuropean Energy: mind the gaps.
As we have discussed in our latest Algebris Bullet, energy continues to be the field on which the hardest and...
16 June 2022
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