November 22, 2023
Clean Alpha | Fields of (blue) gold
Download It is important to demystify the notion that water is infinite. 70% of the planet is covered by water,...
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November 20, 2023
GLOBAL CREDIT BULLETS | Monday, 20 November 2023
US Data – Slowdown in sightLast week’s October CPI surprised by 0.1% to the downside at 3.2% YoY headline and...
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November 13, 2023
Inflation has peaked: time to stretch duration.
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 13 November 2023
US – Focus on CPI and Retail SalesThis week offers key data to shape the path for rates and monetary...
Lesen Sie weiterNovember 9, 2023
October 2023
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterNovember 6, 2023
GLOBAL CREDIT BULLETS | Monday, 6 November 2023
US Economy – From strong to weakUS data slowed last week, following a very strong Q3 GDP print at 4.9%,...
Lesen Sie weiterOctober 30, 2023
GLOBAL CREDIT BULLETS | Monday, 30 October 2023
US – Focus on data while Fed on holdThe Fed will likely keep rates unchanged at Wednesday’s meeting and, without...
Lesen Sie weiterOctober 23, 2023
GLOBAL CREDIT BULLETS | Monday, 23 October 2023
US – Cautious Fed means steeper curvesLast week, Powell indicated that the Fed will be on hold at the upcoming...
Lesen Sie weiterOctober 16, 2023
GLOBAL CREDIT BULLETS | Monday, 16 October 2023
Middle East – Geopolitical risks on the riseGeopolitical risks are back in focus as Israel-Gaza tensions quickly erupted in a...
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October 11, 2023
Responsible Investing | Finding opportunities in fixed income
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
Lesen Sie weiterOctober 9, 2023
GLOBAL CREDIT BULLETS | Monday, 9 October 2023
US Economy – Labour market remains strongFriday’s NFP print showed that 336k jobs were added in September, against a survey...
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