November 18, 2022
The End of Easy Money: Policy-Making for an Inflationary Era
Watch the intervention of Davide Serra (Founder and CEO, Algebris Investments) debating Policy-Making for an Inflationary Era with Gita Gopinath...
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November 14, 2022
GLOBAL CREDIT BULLETS | Monday, 14th November 2022
China –Time to open upSpeculation about the fate of China’s Covid Zero policy has recently attracted attention. After President Xi...
Lesen Sie weiterNovember 7, 2022
GLOBAL CREDIT BULLETS | Monday, 7th November 2022
Fed – Slower for longerLast week the Fed hiked interest rates by 75bps, as expected. Although the press release was...
Lesen Sie weiterNovember 3, 2022
Algebris Sustainable World | Investing for scarcity
If we look at how humanity behaved over the past 50 years, we haven’t really taken into account the environmental...
Lesen Sie weiterOctober 31, 2022
GLOBAL CREDIT BULLETS | Monday, 31st October 2022
ECB – Substantial progress, but more to go Last week, the ECB delivered the widely expected second 75bp hike but flagged...
Lesen Sie weiterOctober 24, 2022
GLOBAL CREDIT BULLETS | Monday, 24th October 2022
ECB – Another 75bp hikeWe expect a second consecutive 75bp deposit rate hike at this week’s ECB meeting given further...
Lesen Sie weiterOctober 17, 2022
GLOBAL CREDIT BULLETS | Monday, 17th October 2022
US – Inflation keeps risingThe CPI reading for September came in stronger than market expectations. Headline CPI came in at...
Lesen Sie weiterOctober 10, 2022
GLOBAL CREDIT BULLETS | Monday, 10th October 2022
US labour market – Slowing at a slow paceSeptember payrolls rose 263k, down from August’s 315k, albeit still on the...
Lesen Sie weiterOctober 3, 2022
GLOBAL CREDIT BULLETS | Monday, 3rd October 2022
UK – Emerging cracksThe UK continued to experience market turbulence last week following the announcement of the “mini-budget”. The sell-off...
Lesen Sie weiterSeptember 29, 2022
Executive Chat with Davide Serra, Founder and CEO of Algebris Investments
“Many people misunderstand the concept of investing with that of trading. You need to invest capital with patience and a...
Lesen Sie weiterSeptember 26, 2022
GLOBAL CREDIT BULLETS | Monday, 26th September 2022
Italy – Right-wing landslideItalian elections concluded with a solid victory of the right-wing coalition. The three parties overall obtained c.44%...
Lesen Sie weiterSeptember 19, 2022
GLOBAL CREDIT BULLETS | Monday, 19th September 2022
Federal Reserve – Last stop 4% Lower headline inflation driven by lower energy prices is not enough to make the Fed...
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