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GLOBAL CREDIT BULLETS | Monday, 13th June 2022
ECB – Regime shift.The ECB formalized its hawkish turn (partially anticipated by interviews of MPC members over the past few...
13 June 2022
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The Algebris Bullet | Dip Your Toes
Download The scars of others should teach us caution. St. Jerome The longer the party, the worse the hangover. The old adage...
7 June 2022
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GLOBAL CREDIT BULLETS | Monday, 6th June 2022
Europe – Inflation data pave the way for the hawks.May inflation data have surprised on the upside last week, paving...
6 June 2022
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GLOBAL CREDIT BULLETS | Monday, 30th May 2022
China – Premier Li signals upcoming stimulusLast week, Premier Li hosted a conference attended by over a 100 thousand government...
30 May 2022
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GLOBAL CREDIT BULLETS | Monday, 23rd May 2022
China stimulus – Baby steps are better than nothing.Last week, China’s PBOC cut the 5-year Loan Prime Rate from 4.6%...
23 May 2022
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GLOBAL CREDIT BULLETS | Monday, 16th May 2022
Us inflation: persistent.April inflation at 8.3% marked a slow down vs March’s at 8.5%. However, the April print was still...
16 May 2022
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GLOBAL CREDIT BULLETS | Monday, 9th May 2022
The Fed: inflation over growth.The Federal Reserve raised rates by 50bps and signaled the start of their balance sheet reduction...
9 May 2022
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Wartime Economics
Wars are symptoms of broader trends. WWI marked the end of the globalization started with the industrial revolution, and WWII...
5 May 2022
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GLOBAL CREDIT BULLETS | Monday, 2nd May 2022
Fed – Brace for larger hikes.This week, the Fed is set to lift off rates for the second time this...
2 May 2022
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Investors’ Corner | Thursday, 28th April 2022
Are all investors on the same page? Well, only in the sense that they are having to make quite big...
28 April 2022
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GLOBAL CREDIT BULLETS | Monday, 25th April 2022
France elections – Tail risks removed. The second round of French Presidential elections ended with a comfortable win by Macron....
25 April 2022
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