August 29, 2022
GLOBAL CREDIT BULLETS | Monday, 29th August 2022
Jackson Hole – Hawks come from EuropeThe Jackson Hole symposium saw the ECB delivering a very hawkish message. In her...
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August 22, 2022
GLOBAL CREDIT BULLETS | Monday, 22nd August 2022
Global inflation – Mixed signals. Over the past two weeks, markets received mixed signals about global inflation. In the US,...
Keep readingAugust 8, 2022
GLOBAL CREDIT BULLETS | Monday, 8th August 2022
Central banks – Data dependencyCentral banks are gradually moving from an inflation fighting attitude to a data-dependent approach. Last week,...
Keep readingAugust 3, 2022
Algebris Mid-Year Update 2022 | Stabilisation in inflation and less concerns about economic growth.
In Q2 we’ve seen the economy worsening and inflation remaining high at the same time. The second part of the...
Keep readingAugust 1, 2022
GLOBAL CREDIT BULLETS | Monday, 1st August 2022
Fed – Eyeing a pivot.On Wednesday, the Federal Reserve came across more open to support growth than it has been...
Keep readingJuly 29, 2022
Fight Your Fear | Algebris Webcast
The banking sector is the only one in the world that is positively correlated to rising interest rates; it is...
Keep readingJuly 27, 2022
Algebris Mid-Year Update 2022 | Excess capital and high yields benefit financial credit.
The war in Ukraine is a concern but has not led to losses in the banking sector due to the...
Keep readingJuly 25, 2022
GLOBAL CREDIT BULLETS | Monday, 25th July 2022
Italy – Early electionsThe Italian political crisis culminated with a government change last week, as PM Draghi was not able...
Keep readingJuly 20, 2022
Algebris Mid-Year Update 2022 | How do banks perform when interest rates increase?
Bond and equity markets have fallen heavily year-to-date. They are having their worst start of a year for more than...
Keep readingJuly 18, 2022
GLOBAL CREDIT BULLETS | Monday, 18th July 2022
Italy – Political drama is back.In Italy, a new government crisis opened up as the 5-star movement de facto removed...
Keep readingJuly 11, 2022
GLOBAL CREDIT BULLETS | Monday, 11th July 2022
European energy – Shutdown fearsMarket fears of a potential shutdown of Russian energy have intensified over the past week. The...
Keep readingJuly 4, 2022
GLOBAL CREDIT BULLETS | Monday, 4th July 2022
Markets – Emerging valueJune closed the first half of the year with a volatile touch. The month has been one...
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