Podcasts & 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 readingThe 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. […]

Podcasts & Videos Credit Global Credit
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 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
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
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
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 readingAn 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
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
With clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors...
29 April 2021
Keep readingMarket Views Credit Global Credit
Central Banks – First hawks breaching the line.The first central banks are becoming hawkish, while others are lagging behind. It...
26 April 2021
Keep readingMarket Views Equity Financials
Strong start to earnings season – US banks already reversing loan loss provisionsUS bank earnings are off to a strong...
23 April 2021
Keep readingMarket Views Credit Global Credit
Geopolitical Risk – Russia and China vs the US?China and Russia are escalating tensions, testing the new US administration. After...
19 April 2021
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