Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 12th April 2021
European Reopening – When can the EU catch up?With the UK starting first reopening steps today, the gap within Europe...
12 April 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. […]

Market Views Credit Global Credit
European Reopening – When can the EU catch up?With the UK starting first reopening steps today, the gap within Europe...
12 April 2021
Keep readingMarket Views Equity Financials
Webinar on Outlook for Financials.Please join us on 13th April at 14:30 BST for a webinar with Mark Conrad (Portfolio...
9 April 2021
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Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient...
1 April 2021
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US Infrastructure Bill.We believe the much-anticipated infrastructure spending plan in the US gives the Biden Administration an unprecedented opportunity to...
29 March 2021
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Investment banking remains on fire – Very strong start to 2021.Amidst all the attention on rising rates in the past...
26 March 2021
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Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to...
24 March 2021
Keep readingMarket Views Equity Global Equity
The vaccine rollout is gathering pace in both the US and UK, with continental Europe running two to three months...
23 March 2021
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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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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
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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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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