September 23, 2024
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...
Keep readingSeptember 9, 2024
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...
Keep readingSeptember 2, 2024
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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August 6, 2024
Recent market turmoil: a positioning shake-up.
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
Keep readingAugust 5, 2024
GLOBAL CREDIT BULLETS | Monday, 5 August 2024
Markets – Bad news is bad newsMarkets are turning weaker as recession fears mount. Weak manufacturing data in Europe, rising...
Keep readingJuly 31, 2024
GLOBAL EQUITY BULLETS | Wednesday, 31 July 2024
Political developments – Trading or investing?Joe Biden has withdrawn from the 2024 presidential race, endorsing Vice President Kamala Harris, who...
Keep readingJuly 29, 2024
GLOBAL CREDIT BULLETS | Monday, 29 July 2024
Fed Preview – Hints for cutsThe Fed will keep rates unchanged but likely to open the door to a first rate cut...
Keep readingJuly 22, 2024
GLOBAL CREDIT BULLETS | Monday 22 July 2024
US Elections – Trumping marketsEarly last week, former President Donald Trump released an interview discussing the plan for US, shall...
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