December 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...
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Introducing 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...
Keep readingNovember 9, 2020
GLOBAL CREDIT BULLETS | Monday, 9th November 2020
US elections: More Blue than you think! With the victories in Michigan, Wisconsin, and Pennsylvania, most news agency (including Fox) have...
Keep readingNovember 5, 2020
GLOBAL CREDIT BULLETS | Thursday, 5th November 2020
US Election Special Edition Where we stand.Democratic nominee Biden is likely to be nominated President of the United States but...
Keep readingNovember 2, 2020
GLOBAL CREDIT BULLETS | Monday, 2nd November 2020
Lockdown – Back home. Rising hospitalisation rates pushed European countries back into soft lockdowns. Measures are less strict than in...
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