26 luglio 2017

Video

Bloomberg: Gallo Sees U.S. Dollar, Treasury as Fear Gauge

Alberto Gallo, head of global macro strategies at Algebris U.K., discusses how the Federal Reserve plays into U.S. dollar strength and the effect that has on markets. He speaks with Bloomberg's Mark Barton on "Bloomberg Surveillance." (Source: Bloomberg)    

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20 luglio 2017

Silver Bullet

The Silver Bullet | Rebalancing and Revolutions

Download PDF Download Slides "The Algebris view" “Fantasy. Lunacy. All revolutions are, until they happen, then they are historical inevitabilities.” ― David Mitchell, Cloud Atlas At the beginning of the 18th century, a group of young philosophers, intellectuals and scientists started advancing a range of revolutionary ideas. These included the pursuit of scientific progress and intellectual truth, the achievement of progress…

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19 luglio 2017

Notizie

FT: Politics is turning the screws on central banks’ easy money policy

We have all experienced that awkward moment during a night out. The lights turn on, the volume softens. You look around: some people are still dancing. The quantitative easing party is nearing its end: the European Central Bank, the Federal Reserve, the Bank of England, the People’s Bank of China, Bank of Japan and Bank of Canada have all signalled…

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5 luglio 2017

Notizie

Bloomberg: Risk-free Assets are the New Tail Risk

In his theory on financial markets' fragility and instability, the late Hyman Minsky argued that "from time to time, capitalist economies exhibit inflations and debt deflations which seem to have the potential to spin out of control." Following the 2008 crisis, he inspired the term "Minsky moment" to describe a sudden market collapse that follows the exhaustion of credit. Today,…

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4 luglio 2017

Video

Bloomberg: Gallo Says Markets Complacent on Reflation Trade Return

Alberto Gallo, portfolio manager at Algebris Investments, discusses monetary policy from the Federal Reserve and its impact on markets.   He speaks with Francine Lacqua on "Bloomberg Surveillance."   (Source: Bloomberg)  

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30 giugno 2017

Video

Bloomberg: Gallo Says Financials Will Lead Next Half of the Year

Alberto Gallo, partner and portfolio manager at Algebris Investments, discusses the outlook for markets and his thoughts on investing. He speaks with Alix Steel and Anna Edwards on "Bloomberg Daybreak: Americas." (Source: Bloomberg)

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15 giugno 2017

Silver Bullet

The Silver Bullet | The Low Volatility Trap

Download PDF “Stability leads to instability. The more stable things become and the longer things are stable, the more unstable they will be when the crisis hits.” Hyman Minsky Is volatility dead? – this has been a constant question for investors in the post-crisis era of expansionary monetary policy.   With global central banks taking turns to inflate their balance…

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