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Market Views Credit Global Credit
Another week of volatility and pressure on French spreads, which have touched 175bp. France’s fiscal position is becoming increasingly difficult...
26 October 2026
Keep readingOn 31 May 2016, the former President of the European Commission Jean-Claude Juncker was asked why Brussels was so lenient...
22 October 2026
Keep readingThe Algebris Bullet Credit Global Credit
Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we held more than 60 meetings with...
19 October 2026
Keep readingMarket Views Credit Global Credit
Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we attended more than 60 meetings with...
Keep readingMarket Views Credit Global Credit
In our latest piece (The Algebris Bullet | Financial Rebellion – Algebris Investments) we argue that financial repression is increasingly...
12 October 2026
Keep readingThe Algebris Bullet Credit Global Credit
Over the past five years, US nominal GDP has grown at 7% per year. Over the same period, five-year Treasuries...
7 October 2026
Keep readingMarket Views Credit Global Credit
Global rates markets continued to display extraordinary volatility last week, led by French bond markets. The selloff became so extreme...
5 October 2026
Keep readingAI investment in the United States amounted to almost 1.8% of national output this year (600 billion dollars) and it...
30 September 2026
Keep readingMarket Views Credit Global Credit
Global fixed income markets experienced a bloodbath last week. Stronger than expected PMIs in both Europe and the United States,...
28 September 2026
Keep readingMarket Views Equity Global Equity
Over the summer, global equities hit a new all-time high, driven by a strong performance in Energy, Large-Cap Tech, and...
23 September 2026
Keep readingDark political clouds are gathering fast over Europe, and nowhere is this more strikingly evident than in Germany. The election...
21 September 2026
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