March 8, 2021
GLOBAL CREDIT BULLETS | Monday, 8th March 2021
American Rescue Plan – $1.9trn approved.Over the weekend, the US Senate passed President Biden’s $1.9trn or 9% of GDP Covid...
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March 5, 2021
February 2021
US President Biden and the ‘blue’ Senate are finalising details for a significant additional fiscal package to be passed in...
Keep readingMarch 1, 2021
GLOBAL CREDIT BULLETS | Monday, 1st March 2021
Rates – No Capitulation of Risk Markets yet.Last week’s moves in rates markets were strong, but a capitulation of risk...
Keep readingFebruary 26, 2021
Financial Credit: The Algebris Investment Case
What are the current challenges for fixed income allocators? How does financial credit compare to other asset classes and how...
Keep readingAhead of the curve | Friday, 26th February
News from financial equity. Global interest rates on the rise.It started with rising inflation expectations, but real interest rates are...
Keep readingFebruary 24, 2021
Super Mario: Mission Impossible?
Why is it that politics, which alone has the power to translate analyses into laws, does not adopt Cavour’s phrase...
Keep readingFebruary 22, 2021
GLOBAL CREDIT BULLETS | Monday, 22nd February 2021
Rates – Time to watch out. For investors, it is time to take the move in rates more seriously. YTD,...
Keep readingFebruary 15, 2021
GLOBAL CREDIT BULLETS | Monday, 15th February 2021
Rate markets – The US vs The RoW.We believe more 2021 US stimulus will cause Treasuries to continue widening gradually....
Keep readingFebruary 12, 2021
Ahead of the curve | Friday, 12th February 2021
News from financial equity. Reflation Picking up Steam.With yield curves at the steepest levels in 4 years and inflation breakevens...
Keep readingFebruary 10, 2021
Brave new world – Alberto Gallo
Economy, markets and politics: how will the world be different after the pandemic? We cannot predict the future, but we...
Keep readingFebruary 8, 2021
GLOBAL CREDIT BULLETS | Monday 8th February 2021
The US, China and the vaccine rollout.Recent macro data from the US and China appears encouraging, showing a modest recovery...
Keep readingFebruary 4, 2021
The Silver Bullet | Brave New World
The pandemic has put humanity at a crossroads. One way leads to a more sustainable economy where the gains from...
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