May 27, 2024
GLOBAL CREDIT BULLETS | Monday, 27 May 2024
US – No cuts in sightUS PMIs surprised strongly to the upside, with the composite reading at 54.4 versus expectations...
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May 23, 2024
Seeds of change: from the plough to the cloud
In their latest Clean Alpha | Seeds of change: from the plough to the cloud report, the global equity team...
Keep readingMay 22, 2024
GLOBAL EQUITY BULLETS | Wednesday, 22 May 2024
European Banks – Profits beat expectations, driving earnings and valuation higherLast week brought the curtain down on another constructive set...
Keep readingMay 20, 2024
GLOBAL CREDIT BULLETS | Monday, 20 May 2024
US Inflation – Moderate reliefUS inflation data for April provided some relief. US core inflation printed at 0.3% m/m, 3.6%...
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May 14, 2024
World view from Asia
In the latest update from Davide Serra (Algebris Investments, Founder and CEO) following his recent trip to Asia, we hear...
Keep readingMay 13, 2024
GLOBAL CREDIT BULLETS | Monday, 13 May 2024
US Inflation – Not enough progressWednesday’s US CPI print is likely to slow from last month but won’t be enough...
Keep readingMay 6, 2024
GLOBAL CREDIT BULLETS | Monday, 6 May 2024
US Economic Data – Entering a soft-patchFriday’s NFP print surprised to the downside at 175k against 240k surveyed, the unemployment...
Keep readingMay 2, 2024
An Italian utility company missed their emission target: what does it mean for the Sustainability Linked Bonds (SLB) market?
On April 23rd 2024, Enel announced that it will raise the coupons on several bonds as a result of missing...
Keep readingApril 29, 2024
GLOBAL CREDIT BULLETS | Monday, 29 April 2024
Fed Preview – Higher for Longer continuesThis Wednesday the Fed is likely to reiterate its cautious stance on rate cuts,...
Keep readingApril 24, 2024
GLOBAL EQUITY BULLETS | Wednesday, 24 April 2024
EU Banks – Re-rating journey finally begins?As shown in the chart below, EU bank stocks have languished recently near valuation...
Keep readingApril 22, 2024
GLOBAL CREDIT BULLETS | Monday, 22 April 2024
Geopolitics – The worst is averted (so far)Geopolitical risk premia are compressing after the Israeli reaction on Iran. The fact...
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April 18, 2024
High earnings and share buybacks: a positive scenario for financial equity.
How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are...
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