April 22, 2022
Is a Recession Coming? What Economic and Financial Market Data Are Telling Us Respectively
With the Russia-Ukraine war triggering a commodity price shock and the Fed on a hawkish tightening path to tame inflation,...
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April 19, 2022
GLOBAL CREDIT BULLETS | Tuesday, 19th April 2022
ECB – Behind the curve.The ECB meeting last Thursday came out more dovish than expected. Updates on the policy front...
Lesen Sie weiterApril 11, 2022
GLOBAL CREDIT BULLETS | Monday, 11th April 2022
French elections – Macron “en marche”, but not over yet.The first round of French Presidential elections leads to a result...
Lesen Sie weiterApril 4, 2022
GLOBAL CREDIT BULLETS | Monday, 4th April 2022
Europe – Rates to Rise Further.Inflation data last week in Europe remained strong, strengthening the case for policy normalization. Germany...
Lesen Sie weiterMarch 28, 2022
GLOBAL CREDIT BULLETS | Monday, 28th March 2022
Mind the gas.As the war lasts more than broadly anticipated, risks around gas supplies for Europe increase. Economic and financial...
Lesen Sie weiterMarch 24, 2022
Investors’ Corner | Thursday, 24th March 2022
Hands-up anyone who made substantial changes to their investment portfolio in the last 3 months. While this is clearly tongue-in-cheek,...
Lesen Sie weiterMarch 21, 2022
GLOBAL CREDIT BULLETS | Monday, 21st March 2022
Ukraine – Early for negotiation hopes.Last week, markets rallied on hopes on the ongoing negotiations between Russia and Ukraine. Early...
Lesen Sie weiterMarch 14, 2022
GLOBAL CREDIT BULLETS | Monday, 14th March 2022
Russia/Ukraine – No relief yet. The Russian invasion of Ukraine has entered its third week. Despite direct talks between Ukrainian...
Lesen Sie weiterThe Algebris BulletMarket Views
March 8, 2022
Time is a Commodity: the impact of sanctions on Fortress Russia
Over the past weeks, the EU and Western allies have ramped up financial and economic sanctions against Russia in response...
Lesen Sie weiterMarch 7, 2022
GLOBAL CREDIT BULLETS | Monday, 7th March 2022
Russia/Ukraine – Russia is being cut-off. The war between Ukraine and Russia has escalated. Russian local markets finally opened this...
Lesen Sie weiterFebruary 28, 2022
GLOBAL CREDIT BULLETS | Monday, 28th February 2022
Russia/Ukraine – War In Europe.Russia launched a full-scale attack on Ukraine last Thursday. Western sanctions against Russia were initially mild,...
Lesen Sie weiterFebruary 21, 2022
GLOBAL CREDIT BULLETS | Monday, 21st February 2022
Ukraine – Tensions vs diplomacy.Tensions continue to increase in Eastern Ukraine. Over the weekend, multiple ceasefire violations have been recorded...
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