July 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 weiterJuly 4, 2022
Markets – Emerging valueJune closed the first half of the year with a volatile touch. The month has been one...
Lesen Sie weiterMilan, 4th July 2022 –Algebris Investments’ first private equity fund, the Algebris Green Transition (the “Fund”), has closed its first...
Lesen Sie weiterJune 27, 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
The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is...
Lesen Sie weiterECB – A line in the sand. Last week, the European Central Bank called an emergency meeting to discuss measures...
Lesen Sie weiterJune 16, 2022
As we have discussed in our latest Algebris Bullet, energy continues to be the field on which the hardest and...
Lesen Sie weiterJune 13, 2022
ECB – Regime shift.The ECB formalized its hawkish turn (partially anticipated by interviews of MPC members over the past few...
Lesen Sie weiterJune 9, 2022
Economic and investment highlights Economic, politics and markets Markets worried about the slowdown in growth Central bankers continue to be...
Lesen Sie weiterJune 7, 2022
Download The scars of others should teach us caution. St. Jerome The longer the party, the worse the hangover. The old adage...
Lesen Sie weiterJune 6, 2022
Europe – Inflation data pave the way for the hawks.May inflation data have surprised on the upside last week, paving...
Lesen Sie weiterMay 30, 2022
China – Premier Li signals upcoming stimulusLast week, Premier Li hosted a conference attended by over a 100 thousand government...
Lesen Sie weiterMay 23, 2022
China stimulus – Baby steps are better than nothing.Last week, China’s PBOC cut the 5-year Loan Prime Rate from 4.6%...
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