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Market Views

Davos 2026: Key Markets & Macro Implications

The 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. […]

January 23, 2026

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday 8th February 2021

The US, China and the vaccine rollout.Recent macro data from the US and China appears encouraging, showing a modest recovery...

8 February 2021

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The Algebris Bullet Credit Global Credit

The Silver Bullet | Brave New World

The pandemic has put humanity at a crossroads. One way leads to a more sustainable economy where the gains from...

4 February 2021

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Market Views Credit Global Credit

CFA UK: Alberto Gallo on The New Bond Vigilantes

What can investors do to navigate in an environment where yields and returns are extremely low? Alberto Gallo, Portfolio Manager,...

1 February 2021

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 1st February 2021

The US – Economic Recovery is Slowing.The FED acknowledged that the pace of the economic recovery is slowing, with weakness...

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 25th January 2021

The US – No Early Exit from Stimulus.Federal Reserve officials in recent weeks have affirmed they see no imminent change...

25 January 2021

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Podcasts & Videos Equity Financials

Financial Equity Outlook

There has been a lot of discussion of the ECB’s temporary suspension of dividend payments by banks in Europe. What are...

18 January 2021

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 18th January 2021

US Stimulus – The American Rescue Plan. President-elect Biden unveiled his $1.9tn (8.6 % GDP) ‘Phase V’ stimulus package on...

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 11th January 2021

Blue Wave.The Democrats’ win in the Georgia run-off election cemented the party’s majority in the US Senate and House of...

11 January 2021

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Podcasts & Videos Equity Financials

Bank Equity Worth a Look

Is it safe to get back into bank equity? Simon Peters, Algebris’ Investments Strategist, reflects on the actual bank framework...

28 December 2020

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 21st December 2020

Virus – Never a break. During the weekend, the UK has imposed stricter restrictions due to a sudden surge in...

21 December 2020

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 14th December 2020

Central banks – time to go on holidays. Last week, the ECB boosted its stimulus package. The PEPP program has...

14 December 2020

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