Market Views Equity Global Equity
GLOBAL EQUITY BULLETS | October 2026
Global equities are set to finish October close to where they began. However, the apparent stability on the surface hides...
28 October 2026
Keep readingInsights
Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 26 October 2026
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 readingÀ bout de souffle: What’s up with France?
On 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
The Algebris Bullet | Letters from Bangkok
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
GLOBAL CREDIT BULLETS | Monday, 19 October 2026
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
GLOBAL CREDIT BULLETS | Monday, 12 October 2026
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
The Algebris Bullet | Financial Rebellion
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 CREDIT BULLETS | Monday, 5 October 2026
Global rates markets continued to display extraordinary volatility last week, led by French bond markets. The selloff became so extreme...
5 October 2026
Keep readingThe Politics of Data Centre’s Noise
AI 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 CREDIT BULLETS | Monday, 28 September 2026
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
GLOBAL EQUITY BULLETS | Wednesday, 23 September 2026
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 reading
Load more
