Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 15 September 2025
US – Green light for easing Last week, CPI surprised to the upside. Core CPI was broadly in line with...
15 September 2025
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 8 September 2025
UK – Fiscal drives you higher Last week, UK rates were one of the drivers of duration selloff, with 30-year...
8 September 2025
Keep readingMarket Views Equity Finanziari
Positive proof points in an uncertain world
Despite macro uncertainty, financial equities continue to deliver. European banks show resilient fundamentals and earnings upgrades, while US financials benefit...
5 September 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 1 September 2025
France – Short lived fears or lasting change? Last Tuesday, Bayrou called a confidence vote on his budget, a...
1 September 2025
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GLOBAL CREDIT BULLETS | Monday, 25 August 2025
Jackson Hole – September cut cemented At the annual monetary policy conference in Jackson Hole, Fed Chairman Jerome Powell...
25 August 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 4 August 2025
US – Powell vs Data Last week, the Fed left interest rates unchanged, as widely expected. The tone during the...
4 August 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 28 July 2025
Tariffs – US signs trade agreements with EU and Japan Last Sunday, the EU and the US sealed a deal...
28 July 2025
Keep readingMarket Views Equity Azionario globale
The Algebris Podcast | Watts it worth: Wired for Growth in the Data Era
A single query on ChatGPT can consume up to 10 times the energy of a traditional search, highlighting the urgent...
24 July 2025
Keep readingMarket Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 23 July 2025
Currency Swings – The driver of Divergent S&P 500 returns As of July 18, 2025, the S&P 500 recorded a...
23 July 2025
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GLOBAL CREDIT BULLETS | Monday, 21 July 2025
US – Tariffs not hammering, economy remains resilient Last week’s economic data confirmed that the US economy remains strong. Core...
21 July 2025
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GLOBAL CREDIT BULLETS | Monday, 14 July 2025
Tariffs – State of Play Several new tariffs and threats were made over the past week. Last Saturday, Trump announced...
14 July 2025
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