January 16, 2023
GLOBAL CREDIT BULLETS | Monday, 16 January 2023
US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
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January 10, 2023
December 2022
Economic and investment highlights Economic, politics and markets
Keep readingJanuary 9, 2023
GLOBAL CREDIT BULLETS | Monday, 9 January 2023
US – Tight labour market remains a headache for the FedLast week showed continued signs of hot labour markets in...
Keep readingAlgebris Macro Outlook 2023 | A positive year for bond and credit markets
We believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
Keep readingJanuary 3, 2023
GLOBAL CREDIT BULLETS | Tuesday, 3 January 2023
European inflation – Pointing down The first week of 2023 will see the release of December CPI inflation across Europe....
Keep readingDecember 21, 2022
Algebris Year-end Update 2022 | Opportunities offered by a balanced exposure to financial credit and equity
The resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
Keep readingDecember 19, 2022
GLOBAL CREDIT BULLETS | Monday, 19th December 2022
Fed – Terminal rate in sight Last week, US inflation surprised again on the downside, leading to softer messaging from...
Keep readingDecember 15, 2022
Algebris Year-end Update 2022 | Positive risk reward for bonds of financial institutions
For some time, bond investors have been anticipating the steep interest rate increases we have seen in 2022. Banks are...
Keep readingDecember 14, 2022
The Algebris Bullet | Deflating fears
Download 2022 has been a year of increasing and hightened tensions. Supply bottlenecks, the energy crisis and central bank tightening...
Keep readingDecember 12, 2022
GLOBAL CREDIT BULLETS | Monday, 12th December 2022
Fed – Slower but higher The Federal Reserve will hold its last FOMC meeting of 2022 on Wednesday, when it will...
Keep readingDecember 9, 2022
November 2022
Economic and investment highlights Economic, politics and markets
Keep readingDecember 5, 2022
GLOBAL CREDIT BULLETS | Monday, 5th December 2022
China – time to re-think outlookIn the last few weeks, China’s re-opening has been challenged by a massive surge in...
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