December 11, 2020
Review of 2020, Outlook for 2021 in Financial Credit and Equity
In this end-of-year Q&A video, Douglas Branson, Head of Business Development and Simon Peters, Investment Strategist at Algebris Investments will...
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Global Currencies: A Multipolar Future?
According to SWIFT data on international and domestic payments, in October 2020 for the first time on record Euro transactions...
Keep readingDecember 7, 2020
GLOBAL CREDIT BULLETS | Monday, 7th December 2020
ECB – Christmas QE.ECB officials have been hinting towards continued easing into the December meeting. Our view into the last...
Keep readingDecember 2, 2020
The Silver Bullet | The New Bond Vigilantes
Policymakers are hitting Covid with a triple punch: the upcoming vaccine, super-low interest rates and record-high fiscal stimulus. Risk assets...
Keep readingIntroducing the COVID-19 Tracker data application
How is the COVID-19 situation evolving across countries while we await the mass rollout of vaccines next year? The Algebris...
Keep readingNovember 30, 2020
Beyond the Veto of the EU Recovery Fund
This piece was orginally published on Verfassungsblog.de A rule of Law (RoL) conditionality has featured prominently in the negotiations of...
Keep readingGLOBAL CREDIT BULLETS | Monday, 30th November 2020
Vaccines and Markets – Where is the Value?All three main pharmaceutical companies have now released their vaccine trial results, which...
Keep readingNovember 23, 2020
GLOBAL CREDIT BULLETS | Monday, 23rd November 2020
Virus – Europe vs the US. Covid cases in the US have been accelerating at an alarming pace, with the...
Keep readingNovember 19, 2020
The 2020 US Election: What happens now? – Merler – Gallo
Following the Election Day on 3rd November, a new phase has begun. In this podcast we will analyse the political...
Keep readingNovember 16, 2020
GLOBAL CREDIT BULLETS | Monday, 16th November 2020
Stimulus – Blue Spending on its Way.Two reasons explain the post US election rally in risk assets: first, a reduction...
Keep readingNovember 12, 2020
Q3 European Bank Earnings Summary
Capital ratio, profit and losses – is it true to say that a number of banks’ shares are looking very attractive? Listen...
Keep readingNovember 11, 2020
The M&A Wave: What to Expect
We have witnessed an authentic M&A wave of European banks recently. Are regulators encouraging this? What are the advantages for...
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