May 22, 2023
GLOBAL CREDIT BULLETS | Monday, 22 May 2023
China – Weaker data, weaker currencyChina’s data is slowing, as weaker PMIs, credit data and inflation disappoint the reopening narrative...
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May 15, 2023
GLOBAL CREDIT BULLETS | Monday, 15 May 2023
US debt ceiling – Showtime.The deadline for an agreement on the US debt ceiling approaches, with Republicans and Democrats in...
Lesen Sie weiterMay 9, 2023
April 2023
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterMay 8, 2023
GLOBAL CREDIT BULLETS | Monday, 8 May 2023
US Regional Banks – More volatilityUS regional banks remain under pressure. Post First Republic resolution, other (smaller) names in the...
Lesen Sie weiterMay 2, 2023
GLOBAL CREDIT BULLETS | Tuesday, 2 May 2023
First Republic – A solution, at lastOver the weekend, JP Morgan won an auction, coordinated by the FDIC, to take...
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April 28, 2023
The Reform of EU Fiscal Rules
Step Forward with a Missed Opportunity On 27th April, the European Commission published the long-awaited final draft for a proposal...
Lesen Sie weiterApril 26, 2023
Algebris Investments appoints Antonio Volpin as Senior Investment Director to further develop its sustainable equity strategy
Milan, 26th April 2023 – Algebris Investments, the global asset manager specialising in the financial sector, announces the appointment of...
Lesen Sie weiterApril 24, 2023
GLOBAL CREDIT BULLETS | Monday, 24 April 2023
Macro data – Mixed signalsEconomic data in April continue to give mixed signals, with manufacturing cooling quickly in US and...
Lesen Sie weiterApril 20, 2023
Financial Times: “Davide Serra: SVB frayed nerves but European bank shares are attractive”
European banks have large proportions of sticky household deposits and rising levels of profitability An apt description of the US...
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April 17, 2023
What I learnt in the USA
While the US banking crisis seems now contained, it is likely small and medium-sized US banks will experience a new...
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 17 April 2023
US – One and DoneThe Fed is likely to hike one last time in May, and then go on hold...
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April 13, 2023
Responsible Investing | What it is and how the regulatory framework evolved
Responsible investing, green transition, ESG: what exactly do they mean? What rules must the players in the sector follow and...
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