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October 15, 2024
Interest rates check-up
In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the...
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October 14, 2024
GLOBAL CREDIT BULLETS | Monday, 14 October 2024
US inflation came in at the high end of expectations last week, as core inflation rose 0.31% MoM, against expectations...
Keep readingOctober 9, 2024
GLOBAL EQUITY BULLETS | Wednesday, 9 October 2024
European Auto Market – A bumpy road aheadEuropean Auto sector is currently grappling with a myriad of challenges that threaten...
Keep readingOctober 7, 2024
GLOBAL CREDIT BULLETS | Monday, 7 October 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
GLOBAL CREDIT BULLETS | Monday, 30 September 2024
Markets are now priced for no recession and deep cuts at the same time. If that was true, it would...
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GLOBAL CREDIT BULLETS | Monday, 23 September 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
Not just another brick in the wall: investing in the future of buildings
In their latest Clean Alpha | Not just another brick in the wall report, the global equity team at Algebris...
Keep readingSeptember 16, 2024
GLOBAL CREDIT BULLETS | Monday, 16 September 2024
Fed preview – The time has come The Fed will cut rates on Wednesday, but the size of the cut...
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GLOBAL CREDIT BULLETS | Monday, 9 September 2024
US data – Weak but no crash (yet) The well anticipated US August payrolls brought in mixed signals for the Federal...
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GLOBAL EQUITY BULLETS | Wednesday, 4 September 2024
Reporting season – Positive overallDespite some concerns on potential economy weakness, the recent reporting season has been rosy thus leaving...
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GLOBAL CREDIT BULLETS | Monday, 2 September 2024
Rates – Lot’s in the price Rates markets continue to be very well priced for a fast cutting cycle, with...
Keep readingAugust 26, 2024
GLOBAL CREDIT BULLETS | Monday, 26 August 2024
Jackson Hole – The time has come Last week, Fed Chair Jerome Powell came with a rather dovish message at...
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