January 29, 2024
GLOBAL CREDIT BULLETS | Monday, 29 January 2024
ECB – Data-dependent, not date-dependentThe ECB held rates on Thursday as expected, but Lagarde surprised markets dovishly by pointing to...
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January 22, 2024
GLOBAL CREDIT BULLETS | Monday, 22 January 2024
Central banks – Cut it deep but not that soonThe central theme of 2024 is the amount and timing of...
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January 19, 2024
Davos 2024: Key Takeaways
Over the past few days at the World Economic Forum in Davos, one of the most discussed topics has been...
Keep readingJanuary 15, 2024
GLOBAL CREDIT BULLETS | Monday, 15 January 2024
US Economy – Rate-cut pricing extendsDecember CPI rose to 3.4% from 3.1%, firming more than expected and beating the survey...
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GLOBAL CREDIT BULLETS | Monday, 8 January 2024
US Economy – March cut remains pricedThe US added 216k jobs in December, above the 175k forecast, driven by stronger...
Keep readingDecember 22, 2023
The New EU Economic Governance Framework: Raising the stakes on EU Integration.
The agreement on how to reform the Stability and Growth Pact requires a meaningful rethinking of the EU budget. Originally...
Keep readingDecember 18, 2023
GLOBAL CREDIT BULLETS | Monday, 18 December 2023
Fed – Goldilocks unlockedThe Fed surprised markets dovishly last Wednesday, by indicating more cuts in the dot-plot and acknowledging that...
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GLOBAL CREDIT BULLETS | Monday, 11 December 2023
US data – Slowing down, but no panic In the US, non-farm payroll data for November came in slightly above...
Keep readingDecember 5, 2023
Algebris Year-end Updates 2023 | Energy, healthcare and digitalization to drive equity markets in 2024.
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
Keep readingDecember 4, 2023
GLOBAL CREDIT BULLETS | Monday, 4 December 2023
Fixed income – What a comebackNovember was one of the best months for global bond markets in history, as weaker...
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