November 4, 2024
GLOBAL CREDIT BULLETS | Monday, 4 November 2024
US Presidential elections will take place on November 5, with about 1/3 of voters having already voted early or by...
Keep readingNovember 4, 2024
US Presidential elections will take place on November 5, with about 1/3 of voters having already voted early or by...
Keep readingOctober 28, 2024
The Global Credit Team spent the past week at the Annual IMF/WB meetings in Washington DC. Also in this week’s Global...
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The ECB cut rates as expected by 25 basis points to 3.25% and gave a dovish message, while trying to...
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October 17, 2024
In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23....
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October 15, 2024
In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the...
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US inflation came in at the high end of expectations last week, as core inflation rose 0.31% MoM, against expectations...
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European Auto Market – A bumpy road aheadEuropean Auto sector is currently grappling with a myriad of challenges that threaten...
Keep readingOctober 7, 2024
Friday’s labour market print surprised to the upside, as NFP added 254k jobs versus a survey of 150k survey. Moreover,...
Keep readingSeptember 30, 2024
Markets are now priced for no recession and deep cuts at the same time. If that was true, it would...
Keep readingSeptember 23, 2024
The Fed cut rates by 50bp last week, although the guidance for future meetings was very open – passing the...
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September 19, 2024
In their latest Clean Alpha | Not just another brick in the wall report, the global equity team at Algebris...
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Fed preview – The time has come The Fed will cut rates on Wednesday, but the size of the cut...
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