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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. […]
Podcasts & Videos Credit Global Credit
In this episode, Silvia Merler, Head of Research Algebris Policy & Research Forum, will talk about how the quantitative easing...
16 October 2020
Keep readingWith less than forty days to go to the US presidential election, latest polling averages continue to favour a Biden...
1 October 2020
Keep readingThe Algebris Bullet Credit Global Credit
What is financial repression? It is a set of policies resulting in savers earning returns below the rate of inflation...
29 September 2020
Keep readingIn a previous post, we have discussed how Italy is the country that most clearly exemplifies the degree of fiscal...
25 September 2020
Keep readingESG & Policy Research Credit Global Credit
After an initially timid response to the outbreak of COVID-19 in Italy in February 2020, the ECB announced on March...
11 September 2020
Keep readingMarket Views Equity Global Equity
Sunday, 6th September, 2020 marks the last day of the 46th edition of The European House-Ambrosetti Forum, The scenario of...
6 September 2020
Keep readingMarket Views Credit Global Credit
In the aftermath of the 2008 global financial crisis, the G20 endorsed a number of reforms intended to make the...
4 September 2020
Keep readingPodcasts & Videos Equity Global Equity
After the Covid-19 shock, Italy prepares for a new recovery. Davide Serra, CEO of Algebris, highlights the key reasons why...
18 August 2020
Keep readingFollowing four days of intense talks, on July 21st the EU reached an agreement on a €750bn recovery package to...
3 August 2020
Keep readingPodcasts & Videos Equity Global Equity
The COVID-19 crisis has produced risks and opportunities worldwide. Looking at the latest developments in Europe and at the global...
29 July 2020
Keep readingMany commentators have defined the European Council’s deal on the Recovery Fund a historic milestone for European integration. Massimiliano Grillo,...
27 July 2020
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