September 5, 2022
GLOBAL CREDIT BULLETS | Monday, 5th September 2022
Russian gas – Full shutdown ahead of rescue plan. Late on Friday, Gazprom announced that gas flows towards Europe via...
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August 29, 2022
GLOBAL CREDIT BULLETS | Monday, 29th August 2022
Jackson Hole – Hawks come from EuropeThe Jackson Hole symposium saw the ECB delivering a very hawkish message. In her...
Lesen Sie weiterAugust 22, 2022
GLOBAL CREDIT BULLETS | Monday, 22nd August 2022
Global inflation – Mixed signals. Over the past two weeks, markets received mixed signals about global inflation. In the US,...
Lesen Sie weiterAugust 8, 2022
GLOBAL CREDIT BULLETS | Monday, 8th August 2022
Central banks – Data dependencyCentral banks are gradually moving from an inflation fighting attitude to a data-dependent approach. Last week,...
Lesen Sie weiterAugust 3, 2022
Algebris Mid-Year Update 2022 | Stabilisation in inflation and less concerns about economic growth.
In Q2 we’ve seen the economy worsening and inflation remaining high at the same time. The second part of the...
Lesen Sie weiterAugust 1, 2022
GLOBAL CREDIT BULLETS | Monday, 1st August 2022
Fed – Eyeing a pivot.On Wednesday, the Federal Reserve came across more open to support growth than it has been...
Lesen Sie weiterJuly 29, 2022
Fight Your Fear | Algebris Webcast
The banking sector is the only one in the world that is positively correlated to rising interest rates; it is...
Lesen Sie weiterJuly 27, 2022
Algebris Mid-Year Update 2022 | Excess capital and high yields benefit financial credit.
The war in Ukraine is a concern but has not led to losses in the banking sector due to the...
Lesen Sie weiterJuly 25, 2022
GLOBAL CREDIT BULLETS | Monday, 25th July 2022
Italy – Early electionsThe Italian political crisis culminated with a government change last week, as PM Draghi was not able...
Lesen Sie weiterJuly 20, 2022
Algebris Mid-Year Update 2022 | Banken im Umfeld steigender Zinsen
Im bisherigen Jahresverlauf sind die Kurse an den Anleihe- und Aktienmärkten deutlich gefallen – auch aufgrund steigender Zinsen. Banktitel gehören...
Lesen Sie weiterJuly 18, 2022
GLOBAL CREDIT BULLETS | Monday, 18th July 2022
Italy – Political drama is back.In Italy, a new government crisis opened up as the 5-star movement de facto removed...
Lesen Sie weiterJuly 11, 2022
GLOBAL CREDIT BULLETS | Monday, 11th July 2022
European energy – Shutdown fearsMarket fears of a potential shutdown of Russian energy have intensified over the past week. The...
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