The Algebris BulletMarket Views
March 8, 2022
Time is a Commodity: the impact of sanctions on Fortress Russia
Over the past weeks, the EU and Western allies have ramped up financial and economic sanctions against Russia in response...
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March 7, 2022
GLOBAL CREDIT BULLETS | Monday, 7th March 2022
Russia/Ukraine – Russia is being cut-off. The war between Ukraine and Russia has escalated. Russian local markets finally opened this...
Keep readingFebruary 28, 2022
GLOBAL CREDIT BULLETS | Monday, 28th February 2022
Russia/Ukraine – War In Europe.Russia launched a full-scale attack on Ukraine last Thursday. Western sanctions against Russia were initially mild,...
Keep readingFebruary 21, 2022
GLOBAL CREDIT BULLETS | Monday, 21st February 2022
Ukraine – Tensions vs diplomacy.Tensions continue to increase in Eastern Ukraine. Over the weekend, multiple ceasefire violations have been recorded...
Keep readingFebruary 16, 2022
Investors’ Corner | Wednesday, 16th February 2022
Regime Change: as interest rates go up, investors will need to adjust portfolios Headline and core inflation is higher than...
Keep readingFebruary 14, 2022
GLOBAL CREDIT BULLETS | Monday, 14th February 2022
US inflation – No top in sight.January US CPI came out at 7.5% yoy, making new highs. The energy component...
Keep readingFebruary 7, 2022
GLOBAL CREDIT BULLETS | Monday, 7th February 2022
ECB – Last dove flying awayThe first ECB meeting of 2022 turned carrying a strong hawkish surprise. While no policy...
Keep readingFebruary 3, 2022
Ahead of the Curve | Thursday, 3rd February 2022
The Fed gets hawkish – Implications for banksLast week’s FOMC meeting showcased an increasingly hawkish Fed, underpinned during the press...
Keep readingJanuary 31, 2022
GLOBAL CREDIT BULLETS | Monday, 31st January 2022
Italy – Uncertainty postponedIn Italy, Sergio Mattarella has been re-elected as President, after one week of political negotiations which failed...
Keep readingJanuary 24, 2022
GLOBAL CREDIT BULLETS | Monday, 24th January 2022
China – Little easing is better than nothing.Concerns on the economy slowdown finally triggered easing by the Chinese authorities. High...
Keep readingJanuary 19, 2022
Investors’ Corner | Wednesday, 19th January 2022
Inflation: What investors need to know The US just printed a 7% y-o-y increase in inflation. Europe is hardly lagging...
Keep readingJanuary 17, 2022
GLOBAL CREDIT BULLETS | Monday, 17th January 2022
US rates – Hawks are in the air.The environment for US rates keeps turning more hawkish. On Wednesday, the December...
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