August 28, 2023
GLOBAL CREDIT BULLETS | Monday, 28 August 2023
Jackson Hole – Balanced toneAt Jackson Hole, the tone from global central bankers was balanced. All in, the event did...
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August 10, 2023
July 2023
Economic and investment highlights Economic, politics and markets
Keep readingJuly 31, 2023
GLOBAL CREDIT BULLETS | Monday, 31 July 2023
Fed – Meeting by meetingThe Federal Reserve hiked interest rates by 25bp at its July meeting, in line with expectations,...
Keep readingJuly 27, 2023
Algebris Mid-Year Updates 2023 | Sustainability, policy and opportunities: finding value in scarcity.
The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and...
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July 24, 2023
Favorable scenario for fixed income and longer duration securities
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
Keep readingGLOBAL CREDIT BULLETS | Monday, 24 July 2023
Fed & ECB Preview – Maintaining a tightening biasThe Fed will likely hike rates by another 25bp on Wednesday, bringing...
Keep readingJuly 19, 2023
Algebris Mid-Year Updates 2023 | Inflation, emerging markets, Europe: a positive scenario for fixed income.
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
Keep readingJuly 17, 2023
GLOBAL CREDIT BULLETS | Monday, 17 July 2023
US inflation – All the way downUS CPI for June was recorded at 0.2% m/m and 3% y/y, the lowest...
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July 12, 2023
Responsible Investing | Finding opportunities in equity
We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...
Keep readingJuly 10, 2023
GLOBAL CREDIT BULLETS | Monday, 10 July 2023
China – Weak momentum continuesChina’s Caixin PMI’s fell last week by 3.1 points to 52.5, extending the ongoing decline in...
Keep readingJuly 6, 2023
June 2023
Economic and investment highlights Economic, politics and markets
Keep readingJuly 4, 2023
GLOBAL CREDIT BULLETS | Tuesday, 4 July 2023
US Data – Leading the way upThe US economy continues to defy gravity and once again surprised last week with...
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