Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 8 June 2026
US vs RoW – Diverging narrative The latest round of macro data has reinforced a clear divergence between the US...
8 June 2026
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 1 June 2026
Iran – Closing in on a deal Last week, the US and Iran reportedly agreed on a Memorandum of Understanding...
1 June 2026
Keep readingMarket Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 27 May 2026
The AI wave lifts all boats Building on the sharp April recovery, equity markets extended their gains through May, with ceasefire talks...
27 May 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 25 May 2026
Iran — Prospects of a Deal Last week, improving prospects of a US-Iran deal added further momentum to the risk-on...
25 May 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 18 May 2026
US and China — Managed stability Last week, the long-awaited meeting between Trump and Xi took place in Beijing, marking...
18 May 2026
Keep readingPodcasts & Videos Credit Financials
Financial Credit, Explained: Understanding Bank Capital and AT1s
Financial credit differs from corporate credit because banks operate through layered capital structures, constantly reassessing borrower risk and holding capital...
13 May 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 11 May 2026
Iran – Open for de-escalation Last week’s developments in the Middle East reinforced the market’s optimistic stance and added further...
11 May 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 4 May 2026
Middle East — Iran stalemate, OPEC cracks The situation in the Middle East remains unresolved. The naval blockade is still...
4 May 2026
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 27 April 2026
Iran – Truce delayed, oil elevated Another week, another round of headline-driven volatility, with negotiations once again delayed. Earlier last...
27 April 2026
Keep readingMarket Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 22 April 2026
V-Shaped recovery as ceasefire hopes unlock risk appetite After a sharp sell-off triggered in late February by the US-Israel strikes...
22 April 2026
Keep readingThe Algebris Bullet Credit Global Credit
The Algebris Bullet | Dispatch from Washington
This note captures the Algebris global credit team’s main takeaways from the IMF meetings this month. Across both developed and...
21 April 2026
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