July 20, 2022
Algebris Mid-Year Update 2022 | How do banks perform when interest rates increase?
Bond and equity markets have fallen heavily year-to-date. They are having their worst start of a year for more than...
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July 18, 2022
GLOBAL CREDIT BULLETS | Monday, 18th July 2022
Italy – Political drama is back.In Italy, a new government crisis opened up as the 5-star movement de facto removed...
Keep readingJuly 11, 2022
GLOBAL CREDIT BULLETS | Monday, 11th July 2022
European energy – Shutdown fearsMarket fears of a potential shutdown of Russian energy have intensified over the past week. The...
Keep readingJuly 6, 2022
June 2022
Economic and investment highlights Economic, politics and markets
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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...
Keep readingJune 27, 2022
GLOBAL CREDIT BULLETS | Monday, 27th June 2022
Data – Turning south.This week, market focus turned quickly on chances and depth of an economic slowdown. In Europe, June...
Keep readingJune 20, 2022
Dip Your Toes
The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is...
Keep readingGLOBAL CREDIT BULLETS | Monday, 20th June 2022
ECB – A line in the sand. Last week, the European Central Bank called an emergency meeting to discuss measures...
Keep readingJune 16, 2022
European Energy: mind the gaps.
As we have discussed in our latest Algebris Bullet, energy continues to be the field on which the hardest and...
Keep readingJune 13, 2022
GLOBAL CREDIT BULLETS | Monday, 13th June 2022
ECB – Regime shift.The ECB formalized its hawkish turn (partially anticipated by interviews of MPC members over the past few...
Keep readingJune 9, 2022
May 2022
Economic and investment highlights Economic, politics and markets Markets worried about the slowdown in growth Central bankers continue to be...
Keep readingJune 7, 2022
The Algebris Bullet | Dip Your Toes
Download The scars of others should teach us caution. St. Jerome The longer the party, the worse the hangover. The old adage...
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