November 29, 2023
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
Keep readingNovember 27, 2023
Eurozone – Disinflation story to continueEuropean PMIs for November rose slightly to 47.1 from 46.5 prior, indicating a bottoming of...
Keep readingNovember 20, 2023
US Data – Slowdown in sightLast week’s October CPI surprised by 0.1% to the downside at 3.2% YoY headline and...
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November 13, 2023
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
Keep readingUS – Focus on CPI and Retail SalesThis week offers key data to shape the path for rates and monetary...
Keep readingNovember 6, 2023
US Economy – From strong to weakUS data slowed last week, following a very strong Q3 GDP print at 4.9%,...
Keep readingOctober 30, 2023
US – Focus on data while Fed on holdThe Fed will likely keep rates unchanged at Wednesday’s meeting and, without...
Keep readingOctober 23, 2023
US – Cautious Fed means steeper curvesLast week, Powell indicated that the Fed will be on hold at the upcoming...
Keep readingOctober 16, 2023
Middle East – Geopolitical risks on the riseGeopolitical risks are back in focus as Israel-Gaza tensions quickly erupted in a...
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October 11, 2023
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
Keep readingOctober 9, 2023
US Economy – Labour market remains strongFriday’s NFP print showed that 336k jobs were added in September, against a survey...
Keep readingOctober 2, 2023
Italy – Mind the spreadDeficit projections rose last week from 4.5% to 5.3% of GDP for 2023, and from 3.7%...
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