Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 22nd March 2021
Fed – Words are not enough anymore.At the well-anticipated March meeting, the Fed failed to reassure investors about the selloff...
22 March 2021
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ESG & Policy Research Credit Global Credit
AI in Finance: Deciphering Fedspeak with Natural Language Processing
Since the financial crisis, forward guidance has become a key part of the monetary policy toolkit. Constrained by the effective...
19 March 2021
Keep readingThe Algebris Bullet Credit Global Credit
The Silver Bullet | A World Without Safe Havens
You say you want a revolutionWell, you knowWe all want to change the worldYou tell me that it’s evolutionWell, you...
16 March 2021
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GLOBAL CREDIT BULLETS | Monday, 15th March
ECB – Dovish Bark Doesn’t Bite.The ECB Governing Council struck a relatively dovish tone last week as they communicated their...
15 March 2021
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Ahead of the curve | Friday, 12th March
Regime shift underway – Persistent bid for financials since Blue Wave.After four consecutive years of underperformance, Financials have started 2021...
12 March 2021
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HI Algebris Italia ELTIF | Why investing in Italian SMEs now?
Despite the constant economic and political uncertainty worsened by Covid pandemic, Italian SMEs still provide an interesting opportunity to invest...
9 March 2021
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GLOBAL CREDIT BULLETS | Monday, 8th March 2021
American Rescue Plan – $1.9trn approved.Over the weekend, the US Senate passed President Biden’s $1.9trn or 9% of GDP Covid...
8 March 2021
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GLOBAL CREDIT BULLETS | Monday, 1st March 2021
Rates – No Capitulation of Risk Markets yet.Last week’s moves in rates markets were strong, but a capitulation of risk...
1 March 2021
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Financial Credit: The Algebris Investment Case
What are the current challenges for fixed income allocators? How does financial credit compare to other asset classes and how...
26 February 2021
Keep readingMarket Views Equity Financials
Ahead of the curve | Friday, 26th February
News from financial equity. Global interest rates on the rise.It started with rising inflation expectations, but real interest rates are...
Keep readingSuper Mario: Mission Impossible?
Why is it that politics, which alone has the power to translate analyses into laws, does not adopt Cavour’s phrase...
24 February 2021
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