Close Menu
Market Views Credit Global Credit
Markets have adapted to a new, less orthodox economic order, supported by expansionary fiscal policies and more accommodative central banks....
29 October 2025
Keep readingMarket Views Credit Global Credit
US, Russia, and Ukraine – New sanctions, old stalemate Last week, the United States tightened sanctions on Russian oil exports,...
27 October 2025
Keep readingMarket Views Equity Global Equity
Equities – Showing remarkable resilience Global equities remained resilient over the last few weeks, despite the ongoing U.S. government shutdown...
22 October 2025
Keep readingThe Algebris Bullet Credit Global Credit
We spent the week in Washington, D.C. for the IMF Annual Meetings, meeting with policymakers, central bankers, and investors from...
21 October 2025
Keep readingMarket Views Credit Global Credit
Dispatch from Washington – Takeaways from IMF annual meetings We spent the week in Washington DC for the IMF Annual...
20 October 2025
Keep readingMarket Views Credit Global Credit
France — Postponing a necessary adjustment French Prime Minister Lecornu resigned less than a month into the job, catching markets...
13 October 2025
Keep readingMarket Views Credit Global Credit
Financial Repression – The elephant in the room Public debt has surged to 100% of GDP, with governments unable to...
6 October 2025
Keep readingThe Algebris Bullet Credit Global Credit
Over the past fifteen years, fiscal deterioration has been the elephant in the room. Following 2008-09, public debt has overtaken...
2 October 2025
Keep readingMarket Views Credit Global Credit
US – Room for rate cuts ahead Last week, growth indicators were solid, with PMIs expanding, GDP up 3.8% quarter-on-quarter,...
29 September 2025
Keep readingMarket Views Equity Global Equity
Equities heat up over the summer Global equity investors enjoyed a strong summer, with markets moving materially higher since our...
24 September 2025
Keep readingMarket Views Credit Global Credit
FED – Easing cycle has started Last week, the Fed lowered its overnight rate to 4.00–4.25%. Rates rallied on the...
22 September 2025
Keep reading
