COP26: What you need to know
As the United Nation’s COP26 conference has come to an end, here is a short summary of the key takeaways...
16 November 2021
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 15th November 2021
Inflation – No gravityUS inflation data continue to accelerate. In October, the CPI basket increased 0.9% on a monthly basis...
15 November 2021
Keep readingThe Algebris Bullet Credit Global Credit
The Silver Bullet | Pixie Dust
Download “All you need is faith, trust, and a little pixie dust.” – Peter Pan If you are a bond...
8 November 2021
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 8th November 2021
Fed – taper onLast Wednesday, the Fed announced the beginning of QE tapering, as largely anticipated. Purchases will be reduced...
Keep readingMarket Views Equity Financials
Ahead of the Curve | Friday, 5th November 2021
European Bank earnings – shaping up to be the fifth quarter in a row of big beatsEarnings for the European...
5 November 2021
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 1st November 2021
ECB – Behind the curve.At the October meeting, the ECB looked way behind the curve. While the statement was uneventful,...
1 November 2021
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 25th October 2021
UK – stagflation getting realSeptember UK inflation remained elevated, with the print delivering a 0.3% monthly increase and 3.1% annual...
25 October 2021
Keep readingA Risk of Wage-Price Spiral? Comparison Between the US and Eurozone Labour Markets
Among mounting talks of stagflation and the risk of shifts in inflation regimes, we update our comparison of US and...
20 October 2021
Keep readingESG & Policy Research Credit Global Credit
The Green Leaf | The Dawn of Climate Inflation?
Download Had the CPI included the cost of paying for our growing CO2 emissions the price level today would be...
18 October 2021
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 18th October 2021
US inflation – less and less transitoryUS inflation data for September remain strong. Headline inflation stays at 5.4% yoy, the...
Keep readingMarket Views Equity Financials
Ahead of the Curve | Friday, 15th October 2021
Stagflation fears rising despite resilient demandRising inflation expectations amidst what is likely to be peak growth acceleration coming out of...
15 October 2021
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