July 1, 2024
GLOBAL CREDIT BULLETS | Monday, 1 July 2024
France – Hung parliament most likelyLe Pen’s far-right RN won the first round of French elections with 33.2% of the...
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June 27, 2024
Mid-Year Updates 2024 | Credit: a bond picker market.
Inflation – although far from the peaks reached in 2022 – remains quite high in both the US and (to...
Keep readingJune 24, 2024
GLOBAL CREDIT BULLETS | Monday, 24 June 2024
French Elections – First Round PreviewThe first round of French lower house elections happens this Sunday 30th, whereby parties compete...
Keep readingJune 17, 2024
GLOBAL CREDIT BULLETS | Monday, 17 June 2024
Europe – Political risk back on the radarPresident Macron’s decision to call early legislative elections (30 Jun and 7 Jul)...
Keep readingJune 10, 2024
GLOBAL CREDIT BULLETS | Monday, 10 June 2024
European elections – Turning rightEuropean Parliament elections surprised consensus with a more pronounced right-wing shift than expected. The new Parliament...
Keep readingJune 3, 2024
GLOBAL CREDIT BULLETS | Monday, 3 June 2024
ECB Preview – Hawkish cutThe ECB will be the third G10 central bank to lower rates on Thursday, by 25bp...
Keep readingMay 27, 2024
GLOBAL CREDIT BULLETS | Monday, 27 May 2024
US – No cuts in sightUS PMIs surprised strongly to the upside, with the composite reading at 54.4 versus expectations...
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May 23, 2024
Seeds of change: from the plough to the cloud
In their latest Clean Alpha | Seeds of change: from the plough to the cloud report, the global equity team...
Keep readingMay 22, 2024
GLOBAL EQUITY BULLETS | Wednesday, 22 May 2024
European Banks – Profits beat expectations, driving earnings and valuation higherLast week brought the curtain down on another constructive set...
Keep readingMay 20, 2024
GLOBAL CREDIT BULLETS | Monday, 20 May 2024
US Inflation – Moderate reliefUS inflation data for April provided some relief. US core inflation printed at 0.3% m/m, 3.6%...
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May 14, 2024
World view from Asia
In the latest update from Davide Serra (Algebris Investments, Founder and CEO) following his recent trip to Asia, we hear...
Keep readingMay 13, 2024
GLOBAL CREDIT BULLETS | Monday, 13 May 2024
US Inflation – Not enough progressWednesday’s US CPI print is likely to slow from last month but won’t be enough...
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