December 16, 2024
GLOBAL CREDIT BULLETS | Monday, 16 December 2024
The Fed will likely cut rates by 25 basis points to 4.5% this week, as recent economic data has been...
Keep readingInsights
All
Monthly Commentaries
The Algebris Bullet
Clean Alpha
Market Views
ESG & Policy Research
Podcasts & Videos
December 12, 2024
Year-end Updates 2024 | A strong year for the Equity of Global Financials
2024 was an exceptional year for global financials, driven by political events like elections in India, France, and the US,...
Keep readingDecember 10, 2024
Year-end Updates 2024 | Keywords for equity in 2025: Quality, focus and selectivity
For 2025, key themes are quality, focus, and selectivity. In the US, opportunities lie beyond the “Magnificent Seven” amid narrowing...
Keep readingDecember 9, 2024
GLOBAL CREDIT BULLETS | Monday, 9 December 2024
The US added 227k jobs in November, in line with expectations of 220k, as employees returned from strikes and weather...
Keep readingDecember 4, 2024
Year-end Updates 2024 | Global Credit: a selective approach heading into 2025
The 2025 macroeconomic landscape will be shaped by U.S. policy uncertainty following Trump’s return to the presidency. Fiscal expansion, trade...
Keep readingDecember 2, 2024
GLOBAL CREDIT BULLETS | Monday, 2 December 2024
In France, political turmoil continues as the government struggles to approve a budget. Also, a look at US macro data....
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
November 25, 2024
Lessons learned in three weeks around the world
In the US markets, caution is advised, although the appointment of Scott Bessent as Treasury Secretary is seen as a...
Keep readingGLOBAL CREDIT BULLETS | Monday, 25 November 2024
European PMIs dropped strongly post US elections, as the composite PMI fell from 50 to 48.1. Also, a look at...
Keep readingNovember 18, 2024
GLOBAL CREDIT BULLETS | Monday, 18 November 2024
Trump started to nominate people for his administration in the past week, selecting a generally hawkish mix of tariff proponents...
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
November 13, 2024
Bridge the pay gap: girls just want to have funds
Women are more likely to have lower incomes compared to men, a disparity rooted in systemic inequalities in the labor...
Keep reading