February 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....
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February 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 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 1, 2021
CFA UK: Alberto Gallo on The New Bond Vigilantes
What can investors do to navigate in an environment where yields and returns are extremely low? Alberto Gallo, Portfolio Manager,...
Keep readingGLOBAL CREDIT BULLETS | Monday, 1st February 2021
The US – Economic Recovery is Slowing.The FED acknowledged that the pace of the economic recovery is slowing, with weakness...
Keep readingJanuary 25, 2021
GLOBAL CREDIT BULLETS | Monday, 25th January 2021
The US – No Early Exit from Stimulus.Federal Reserve officials in recent weeks have affirmed they see no imminent change...
Keep readingJanuary 18, 2021
GLOBAL CREDIT BULLETS | Monday, 18th January 2021
US Stimulus – The American Rescue Plan. President-elect Biden unveiled his $1.9tn (8.6 % GDP) ‘Phase V’ stimulus package on...
Keep readingJanuary 11, 2021
GLOBAL CREDIT BULLETS | Monday, 11th January 2021
Blue Wave.The Democrats’ win in the Georgia run-off election cemented the party’s majority in the US Senate and House of...
Keep readingDecember 21, 2020
GLOBAL CREDIT BULLETS | Monday, 21st December 2020
Virus – Never a break. During the weekend, the UK has imposed stricter restrictions due to a sudden surge in...
Keep readingDecember 14, 2020
GLOBAL CREDIT BULLETS | Monday, 14th December 2020
Central banks – time to go on holidays. Last week, the ECB boosted its stimulus package. The PEPP program has...
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
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...
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