August 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,...
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August 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...
Lesen Sie weiterJuly 4, 2022
GLOBAL CREDIT BULLETS | Monday, 4th July 2022
Markets – Emerging valueJune closed the first half of the year with a volatile touch. The month has been one...
Lesen Sie weiterJune 27, 2022
GLOBAL CREDIT BULLETS | Monday, 27th June 2022
Data – Turning south.This week, market focus turned quickly on chances and depth of an economic slowdown. In Europe, June...
Lesen Sie weiterJune 20, 2022
GLOBAL CREDIT BULLETS | Monday, 20th June 2022
ECB – A line in the sand. Last week, the European Central Bank called an emergency meeting to discuss measures...
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