January 9, 2023
Algebris Macro Outlook 2023 | A positive year for bond and credit markets
We believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
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January 3, 2023
GLOBAL CREDIT BULLETS | Tuesday, 3 January 2023
European inflation – Pointing down The first week of 2023 will see the release of December CPI inflation across Europe....
Keep readingDecember 21, 2022
Algebris Year-end Update 2022 | Opportunities offered by a balanced exposure to financial credit and equity
The resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
Keep readingDecember 19, 2022
GLOBAL CREDIT BULLETS | Monday, 19th December 2022
Fed – Terminal rate in sight Last week, US inflation surprised again on the downside, leading to softer messaging from...
Keep readingDecember 15, 2022
Algebris Year-end Update 2022 | Positive risk reward for bonds of financial institutions
For some time, bond investors have been anticipating the steep interest rate increases we have seen in 2022. Banks are...
Keep readingDecember 12, 2022
GLOBAL CREDIT BULLETS | Monday, 12th December 2022
Fed – Slower but higher The Federal Reserve will hold its last FOMC meeting of 2022 on Wednesday, when it will...
Keep readingDecember 5, 2022
GLOBAL CREDIT BULLETS | Monday, 5th December 2022
China – time to re-think outlookIn the last few weeks, China’s re-opening has been challenged by a massive surge in...
Keep readingNovember 28, 2022
GLOBAL CREDIT BULLETS | Monday, 28th November 2022
Oil markets – Back on a rollLast week, oil turned more volatile once again.Uncertainty over the amount of supply cuts...
Keep readingNovember 21, 2022
GLOBAL CREDIT BULLETS | Monday, 21st November 2022
Russia/Ukraine War – Russia’s weakening positionRussian forces retreated from Kherson just over a week ago, depriving Putin of the only...
Keep readingNovember 18, 2022
The End of Easy Money: Policy-Making for an Inflationary Era
Watch the intervention of Davide Serra (Founder and CEO, Algebris Investments) debating Policy-Making for an Inflationary Era with Gita Gopinath...
Keep readingNovember 14, 2022
GLOBAL CREDIT BULLETS | Monday, 14th November 2022
China –Time to open upSpeculation about the fate of China’s Covid Zero policy has recently attracted attention. After President Xi...
Keep readingNovember 7, 2022
GLOBAL CREDIT BULLETS | Monday, 7th November 2022
Fed – Slower for longerLast week the Fed hiked interest rates by 75bps, as expected. Although the press release was...
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