February 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,...
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GLOBAL 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...
Keep readingNovember 30, 2020
GLOBAL 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 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...
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