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October 17, 2024
It’s not Easy Like Sunday Morning
In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23....
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October 15, 2024
Interest rates check-up
In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the...
Keep readingOctober 14, 2024
GLOBAL CREDIT BULLETS | Monday, 14 October 2024
US inflation came in at the high end of expectations last week, as core inflation rose 0.31% MoM, against expectations...
Keep readingOctober 9, 2024
GLOBAL EQUITY BULLETS | Wednesday, 9 October 2024
European Auto Market – A bumpy road aheadEuropean Auto sector is currently grappling with a myriad of challenges that threaten...
Keep readingOctober 7, 2024
GLOBAL CREDIT BULLETS | Monday, 7 October 2024
Friday’s labour market print surprised to the upside, as NFP added 254k jobs versus a survey of 150k survey. Moreover,...
Keep readingSeptember 30, 2024
GLOBAL CREDIT BULLETS | Monday, 30 September 2024
Markets are now priced for no recession and deep cuts at the same time. If that was true, it would...
Keep readingSeptember 26, 2024
The Algebris Bullet | It’s Not Easy Like Sunday Morning
Download 2024 has been about markets trying to gauge how the world will look post the big rate hikes of...
Keep readingSeptember 23, 2024
GLOBAL CREDIT BULLETS | Monday, 23 September 2024
The Fed cut rates by 50bp last week, although the guidance for future meetings was very open – passing the...
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September 19, 2024
Not just another brick in the wall: investing in the future of buildings
In their latest Clean Alpha | Not just another brick in the wall report, the global equity team at Algebris...
Keep readingSeptember 16, 2024
GLOBAL CREDIT BULLETS | Monday, 16 September 2024
Fed preview – The time has come The Fed will cut rates on Wednesday, but the size of the cut...
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