December 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...
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December 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...
Keep readingNovember 3, 2022
Algebris Sustainable World | Investing for scarcity
If we look at how humanity behaved over the past 50 years, we haven’t really taken into account the environmental...
Keep readingOctober 31, 2022
GLOBAL CREDIT BULLETS | Monday, 31st October 2022
ECB – Substantial progress, but more to go Last week, the ECB delivered the widely expected second 75bp hike but flagged...
Keep readingOctober 24, 2022
GLOBAL CREDIT BULLETS | Monday, 24th October 2022
ECB – Another 75bp hikeWe expect a second consecutive 75bp deposit rate hike at this week’s ECB meeting given further...
Keep readingOctober 17, 2022
GLOBAL CREDIT BULLETS | Monday, 17th October 2022
US – Inflation keeps risingThe CPI reading for September came in stronger than market expectations. Headline CPI came in at...
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