January 22, 2024
GLOBAL CREDIT BULLETS | Monday, 22 January 2024
Central banks – Cut it deep but not that soonThe central theme of 2024 is the amount and timing of...
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January 19, 2024
Davos 2024: Key Takeaways
Over the past few days at the World Economic Forum in Davos, one of the most discussed topics has been...
Keep readingJanuary 15, 2024
GLOBAL CREDIT BULLETS | Monday, 15 January 2024
US Economy – Rate-cut pricing extendsDecember CPI rose to 3.4% from 3.1%, firming more than expected and beating the survey...
Keep readingJanuary 8, 2024
GLOBAL CREDIT BULLETS | Monday, 8 January 2024
US Economy – March cut remains pricedThe US added 216k jobs in December, above the 175k forecast, driven by stronger...
Keep readingDecember 18, 2023
GLOBAL CREDIT BULLETS | Monday, 18 December 2023
Fed – Goldilocks unlockedThe Fed surprised markets dovishly last Wednesday, by indicating more cuts in the dot-plot and acknowledging that...
Keep readingDecember 11, 2023
GLOBAL CREDIT BULLETS | Monday, 11 December 2023
US data – Slowing down, but no panic In the US, non-farm payroll data for November came in slightly above...
Keep readingDecember 5, 2023
Algebris Year-end Updates 2023 | Energy, healthcare and digitalization to drive equity markets in 2024.
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
Keep readingDecember 4, 2023
GLOBAL CREDIT BULLETS | Monday, 4 December 2023
Fixed income – What a comebackNovember was one of the best months for global bond markets in history, as weaker...
Keep readingNovember 29, 2023
Algebris Year-end Updates 2023 | Fixed income: good risk-reward for investors amidst slowing growth and lower interest rates.
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
Keep readingNovember 27, 2023
GLOBAL CREDIT BULLETS | Monday, 27 November 2023
Eurozone – Disinflation story to continueEuropean PMIs for November rose slightly to 47.1 from 46.5 prior, indicating a bottoming of...
Keep readingNovember 20, 2023
GLOBAL CREDIT BULLETS | Monday, 20 November 2023
US Data – Slowdown in sightLast week’s October CPI surprised by 0.1% to the downside at 3.2% YoY headline and...
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November 13, 2023
Inflation has peaked: time to stretch duration.
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
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