Insights

Market Views

Davos 2026: Key Markets & Macro Implications

The central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]

January 23, 2026

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday 5th July 2021

US data – Strong but not enough.US June payrolls came in relatively strong, with 850k jobs added vs 720k expected. Most...

5 July 2021

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The Algebris Bullet Credit Global Credit

The Silver Bullet | Last Dance in Paradise City

“When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing,...

2 July 2021

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Podcasts & Videos Private markets

Non-performing loans – relevance in the current investing environment

What is an NPL? Why are banks selling them at the moment? What are the opportunities, timeline, liquidity and the...

30 June 2021

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 28th June 2021

US infrastructure plan – building America again.President Biden announced last Thursday a bipartisan deal for a infrastructure plan just shy...

28 June 2021

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Market Views Equity Financials

Ahead of the Curve | Friday, 25th June 2021

Curve flattening post hawkish Fed meeting – but fundamentals to point to higher yields.There was a powerful move in global...

25 June 2021

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ESG & Policy Research

Comparing the US and Eurozone post-Covid labour markets

A comparison of Beveridge curves in the Eurozone and the US shows how, while in Euro countries a return to...

24 June 2021

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ESG & Policy Research

Is the US Approaching a Wage-Price Spiral? It’s Still Too Early to Tell

The US is bouncing back strongly from the Covid-driven recession, as vaccination rate climbs and states reopen their economies. With...

23 June 2021

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Podcasts & Videos Credit Global Credit

H1 almost over; what might H2 bring? – Douglas Branson, Alberto Gallo

As we head towards the end of the first half of the year with improved sentiment, strong macro data and...

22 June 2021

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 21st June 2021

Fed – Expecting inflation to remain above 2% until 2023.The Fed surprised markets by bringing forward its guidance for rate...

21 June 2021

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Market Views Credit Global Credit

The Pandemic Revolution: Macroeconomics in the Post-Covid World

Like for the 2008 financial crisis, the Covid pandemic has shown that the current economic system based on limited liability...

14 June 2021

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 14th June 2021

US Data and FOMC Preview – Inflation, not as transitory as it may seem.Last week’s US inflation data came in...

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