December 14, 2020
GLOBAL CREDIT BULLETS | Monday, 14th December 2020
Central banks – time to go on holidays. Last week, the ECB boosted its stimulus package. The PEPP program has...
Lesen Sie weiterDecember 14, 2020
Central banks – time to go on holidays. Last week, the ECB boosted its stimulus package. The PEPP program has...
Lesen Sie weiterDecember 7, 2020
ECB – Christmas QE.ECB officials have been hinting towards continued easing into the December meeting. Our view into the last...
Lesen Sie weiterDecember 2, 2020
How is the COVID-19 situation evolving across countries while we await the mass rollout of vaccines next year? The Algebris...
Lesen Sie weiterNovember 30, 2020
Vaccines and Markets – Where is the Value?All three main pharmaceutical companies have now released their vaccine trial results, which...
Lesen Sie weiterNovember 23, 2020
Virus – Europe vs the US. Covid cases in the US have been accelerating at an alarming pace, with the...
Lesen Sie weiterNovember 16, 2020
Stimulus – Blue Spending on its Way.Two reasons explain the post US election rally in risk assets: first, a reduction...
Lesen Sie weiterNovember 9, 2020
US elections: More Blue than you think! With the victories in Michigan, Wisconsin, and Pennsylvania, most news agency (including Fox) have...
Lesen Sie weiterNovember 5, 2020
US Election Special Edition Where we stand.Democratic nominee Biden is likely to be nominated President of the United States but...
Lesen Sie weiterNovember 2, 2020
Lockdown – Back home. Rising hospitalisation rates pushed European countries back into soft lockdowns. Measures are less strict than in...
Lesen Sie weiterOctober 26, 2020
US Election – Biden leads, blue wave likely. The election is 8 days away, and our latest estimates forecast 88%...
Lesen Sie weiterOctober 22, 2020
The Algebris Policy & Research Forum proudly supports the Local Opportunities Lab (Lab), an Italian research hub that collects data...
Lesen Sie weiterOctober 19, 2020
US Elections – Riding the wave. Our latest estimates assign a 86% chance of Biden winning and 62% probability for...
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