November 28, 2022
GLOBAL CREDIT BULLETS | Monday, 28th November 2022
Oil markets – Back on a rollLast week, oil turned more volatile once again.Uncertainty over the amount of supply cuts...
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November 21, 2022
GLOBAL CREDIT BULLETS | Monday, 21st November 2022
Russia/Ukraine War – Russia’s weakening positionRussian forces retreated from Kherson just over a week ago, depriving Putin of the only...
Keep readingNovember 18, 2022
The End of Easy Money: Policy-Making for an Inflationary Era
Watch the intervention of Davide Serra (Founder and CEO, Algebris Investments) debating Policy-Making for an Inflationary Era with Gita Gopinath...
Keep readingNovember 14, 2022
GLOBAL CREDIT BULLETS | Monday, 14th November 2022
China –Time to open upSpeculation about the fate of China’s Covid Zero policy has recently attracted attention. After President Xi...
Keep readingNovember 7, 2022
GLOBAL CREDIT BULLETS | Monday, 7th November 2022
Fed – Slower for longerLast week the Fed hiked interest rates by 75bps, as expected. Although the press release was...
Keep readingNovember 4, 2022
The financial sector: an increasing area of focus for investors
Bond and equity markets hit an air pocket in September 2022 as central bankers got serious about raising interest rates...
Keep readingNovember 3, 2022
Algebris Sustainable World | Investing for scarcity
If we look at how humanity behaved over the past 50 years, we haven’t really taken into account the environmental...
Keep readingOctober 31, 2022
GLOBAL CREDIT BULLETS | Monday, 31st October 2022
ECB – Substantial progress, but more to go Last week, the ECB delivered the widely expected second 75bp hike but flagged...
Keep readingOctober 24, 2022
GLOBAL CREDIT BULLETS | Monday, 24th October 2022
ECB – Another 75bp hikeWe expect a second consecutive 75bp deposit rate hike at this week’s ECB meeting given further...
Keep readingOctober 19, 2022
Back to the Future
Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever,...
Keep readingOctober 17, 2022
GLOBAL CREDIT BULLETS | Monday, 17th October 2022
US – Inflation keeps risingThe CPI reading for September came in stronger than market expectations. Headline CPI came in at...
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