November 22, 2023
Clean Alpha | Fields of (blue) gold
Download It is important to demystify the notion that water is infinite. 70% of the planet is covered by water,...
Keep readingNovember 22, 2023
Download It is important to demystify the notion that water is infinite. 70% of the planet is covered by water,...
Keep readingNovember 20, 2023
US Data – Slowdown in sightLast week’s October CPI surprised by 0.1% to the downside at 3.2% YoY headline and...
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November 13, 2023
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
Keep readingUS – Focus on CPI and Retail SalesThis week offers key data to shape the path for rates and monetary...
Keep readingNovember 9, 2023
Economic and investment highlights Economic, politics and markets
Keep readingNovember 6, 2023
US Economy – From strong to weakUS data slowed last week, following a very strong Q3 GDP print at 4.9%,...
Keep readingOctober 30, 2023
US – Focus on data while Fed on holdThe Fed will likely keep rates unchanged at Wednesday’s meeting and, without...
Keep readingOctober 23, 2023
US – Cautious Fed means steeper curvesLast week, Powell indicated that the Fed will be on hold at the upcoming...
Keep readingOctober 16, 2023
Middle East – Geopolitical risks on the riseGeopolitical risks are back in focus as Israel-Gaza tensions quickly erupted in a...
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October 11, 2023
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
Keep readingOctober 9, 2023
US Economy – Labour market remains strongFriday’s NFP print showed that 336k jobs were added in September, against a survey...
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