October 23, 2023
GLOBAL CREDIT BULLETS | Monday, 23 October 2023
US – Cautious Fed means steeper curvesLast week, Powell indicated that the Fed will be on hold at the upcoming...
Keep readingInsights
All
カテゴリーなし
Monthly Commentaries
The Algebris Bullet
Clean Alpha
Market Views
ESG & Policy Research
Podcasts & Videos
October 16, 2023
GLOBAL CREDIT BULLETS | Monday, 16 October 2023
Middle East – Geopolitical risks on the riseGeopolitical risks are back in focus as Israel-Gaza tensions quickly erupted in a...
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcast e video
October 11, 2023
Responsible Investing | Finding opportunities in fixed income
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
Keep readingOctober 9, 2023
GLOBAL CREDIT BULLETS | Monday, 9 October 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
GLOBAL CREDIT BULLETS | Monday, 2 October 2023
Italy – Mind the spreadDeficit projections rose last week from 4.5% to 5.3% of GDP for 2023, and from 3.7%...
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcast e video
September 26, 2023
China, Europe, USA: a view on fixed income
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
Keep readingSeptember 25, 2023
GLOBAL CREDIT BULLETS | Monday, 25 September 2023
Fed – Higher for longer, yet againThe Fed held rates unchanged as expected, but surprised markets with hawkish projections. The...
Keep readingSeptember 21, 2023
Clean Alpha | Money for nothing?
Download The energy transition requires massive investments in a very short timeframe. This poses a short-term challenge to renewable companies...
Keep readingSeptember 18, 2023
GLOBAL CREDIT BULLETS | Monday, 18 September 2023
Fed Preview – Hawkish HoldThe Fed is expected to hold rates steady at 5.5% this Wednesday, but to maintain a...
Keep readingSeptember 14, 2023
Italy: Eyes on the Budget Update
On September 27th, the Italian government will publish the annual update to the 2023 budget (NADEF). This update is likely...
Keep readingSeptember 11, 2023
GLOBAL CREDIT BULLETS | Monday, 11 September 2023
ECB – One and doneThe ECB is likely to deliver the last hike of its cycle on the 14th of...
Keep reading