October 16, 2023
GLOBAL CREDIT BULLETS | Monday, 16 October 2023
Middle East – Geopolitical risks on the riseGeopolitical risks are back in focus as Israel-Gaza tensions quickly erupted in a...
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October 11, 2023
Responsible Investing | Finding opportunities in fixed income
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
Keep readingOctober 9, 2023
GLOBAL CREDIT BULLETS | Monday, 9 October 2023
US Economy – Labour market remains strongFriday’s NFP print showed that 336k jobs were added in September, against a survey...
Keep readingOctober 2, 2023
GLOBAL CREDIT BULLETS | Monday, 2 October 2023
Italy – Mind the spreadDeficit projections rose last week from 4.5% to 5.3% of GDP for 2023, and from 3.7%...
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September 26, 2023
China, Europe, USA: a view on fixed income
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
Keep readingSeptember 25, 2023
GLOBAL CREDIT BULLETS | Monday, 25 September 2023
Fed – Higher for longer, yet againThe Fed held rates unchanged as expected, but surprised markets with hawkish projections. The...
Keep readingSeptember 18, 2023
GLOBAL CREDIT BULLETS | Monday, 18 September 2023
Fed Preview – Hawkish HoldThe Fed is expected to hold rates steady at 5.5% this Wednesday, but to maintain a...
Keep readingSeptember 11, 2023
GLOBAL CREDIT BULLETS | Monday, 11 September 2023
ECB – One and doneThe ECB is likely to deliver the last hike of its cycle on the 14th of...
Keep readingSeptember 4, 2023
GLOBAL CREDIT BULLETS | Monday, 4 September 2023
US – Labour markets loosen furtherThe US labour market showed ongoing signs of loosening last week, with the unemployment rising...
Keep readingAugust 28, 2023
GLOBAL CREDIT BULLETS | Monday, 28 August 2023
Jackson Hole – Balanced toneAt Jackson Hole, the tone from global central bankers was balanced. All in, the event did...
Keep readingJuly 31, 2023
GLOBAL CREDIT BULLETS | Monday, 31 July 2023
Fed – Meeting by meetingThe Federal Reserve hiked interest rates by 25bp at its July meeting, in line with expectations,...
Keep readingJuly 27, 2023
Algebris Mid-Year Updates 2023 | Sustainability, policy and opportunities: finding value in scarcity.
The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and...
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