November 16, 2021
COP26: What you need to know
As the United Nation’s COP26 conference has come to an end, here is a short summary of the key takeaways...
Keep readingMarket Views
All
Monthly Commentaries
The Algebris Bullet
Clean Alpha
Market Views
ESG & Policy Research
Podcasts & Videos
November 15, 2021
GLOBAL CREDIT BULLETS | Monday, 15th November 2021
Inflation – No gravityUS inflation data continue to accelerate. In October, the CPI basket increased 0.9% on a monthly basis...
Keep readingNovember 8, 2021
GLOBAL CREDIT BULLETS | Monday, 8th November 2021
Fed – taper onLast Wednesday, the Fed announced the beginning of QE tapering, as largely anticipated. Purchases will be reduced...
Keep readingNovember 5, 2021
Ahead of the Curve | Friday, 5th November 2021
European Bank earnings – shaping up to be the fifth quarter in a row of big beatsEarnings for the European...
Keep readingNovember 1, 2021
GLOBAL CREDIT BULLETS | Monday, 1st November 2021
ECB – Behind the curve.At the October meeting, the ECB looked way behind the curve. While the statement was uneventful,...
Keep readingOctober 25, 2021
GLOBAL CREDIT BULLETS | Monday, 25th October 2021
UK – stagflation getting realSeptember UK inflation remained elevated, with the print delivering a 0.3% monthly increase and 3.1% annual...
Keep readingOctober 18, 2021
GLOBAL CREDIT BULLETS | Monday, 18th October 2021
US inflation – less and less transitoryUS inflation data for September remain strong. Headline inflation stays at 5.4% yoy, the...
Keep readingOctober 15, 2021
Ahead of the Curve | Friday, 15th October 2021
Stagflation fears rising despite resilient demandRising inflation expectations amidst what is likely to be peak growth acceleration coming out of...
Keep readingOctober 11, 2021
GLOBAL CREDIT BULLETS | Monday, 11th October 2021
Global growth – clouds at the horizonA few clouds darken the horizon for global growth. On the supply side, bottlenecks...
Keep readingOctober 4, 2021
GLOBAL CREDIT BULLETS | Monday, 4th October 2021
Energy crisis – stocking up for the winterA deep energy crisis is adding to the list of supply bottlenecks. Production...
Keep readingOctober 1, 2021
Ahead of the Curve | Friday, 1st October 2021
Bank stocks in focus as central banks turn hawkish.Last week saw a hawkish inflection from two major central banks with...
Keep readingSeptember 27, 2021
GLOBAL CREDIT BULLETS | Monday, 27th September 2021
German elections – Too close to callSPD won German elections with 25.7%, in line with polls and 5 %-points better...
Keep reading