Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 17th May 2021
Covid-19 – Cases on the rise in Asia.While India remains the global Covid epicentre, more Asian countries are also struggling...
17 May 2021
Keep readingInsights
Italian National Recovery & Resilience Plan
An interactive dashboard with data from the Italian National Recovery & Resilience Plan.
14 May 2021
Keep readingMarket Views Credit Global Credit
Growth correction – is inflation around the corner?
Commodity prices, inflation break-evens and nominal yield curves are rising. Central banks have calmed markets down so far, arguing that...
12 May 2021
Keep readingPodcasts & Videos Credit Global Credit
Dog Money – Alberto Gallo
From pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers’ fiscal and monetary stimulus rescued the economy –...
11 May 2021
Keep readingMarket Views Credit Financials
Central bank policy impact on banks
Central bank monetary policy has lifted asset prices but reduced yields on most market-based instruments. The impact of this, combined...
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 10th May 2021
Positioning for a more volatile 2H21.We expect volatility to rise over the coming months, potentially triggered by near-peak economic momentum,...
10 May 2021
Keep readingMarket Views Equity Financials
Ahead of the Curve | Friday, 7th May 2021
Strong start to earnings season – European banks beating once again EU Recovery Fund nearing implementation – Euro bond issuance...
7 May 2021
Keep readingThe Algebris Bullet Credit Global Credit
The Silver Bullet | Dog Money
Inflation’s higher than your bond ratesThat’s what I was fearingSo your savings accountIs slowly disappearing Dogecoin Rap, Remy, 2021 One...
5 May 2021
Keep readingNational Recovery and Resilience Plans
An interactive dashboard that we will populate with data from the NextGenerationEU NRRPs as soon as they are published, including...
3 May 2021
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 3rd May 2021
Vaccine rollout – Europe accelerates as supply increases.Europe is catching up fast on vaccination speed since the start of Q2,...
Keep readingPodcasts & Videos Credit Global Credit
Bond markets; don’t panic
With clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors...
29 April 2021
Keep reading
Load more
