October 10, 2022
GLOBAL CREDIT BULLETS | Monday, 10th October 2022
US labour market – Slowing at a slow paceSeptember payrolls rose 263k, down from August’s 315k, albeit still on the...
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 7, 2022
September 2022
Economic and investment highlights Economic, politics and markets
Keep readingOctober 4, 2022
The Algebris Bullet | Back to the Future
Download The dollar is our currency, but it’s your problem. John Connally, US Treasury Secretary, 1971 Until the end of...
Keep readingOctober 3, 2022
GLOBAL CREDIT BULLETS | Monday, 3rd October 2022
UK – Emerging cracksThe UK continued to experience market turbulence last week following the announcement of the “mini-budget”. The sell-off...
Keep readingSeptember 29, 2022
Executive Chat with Davide Serra, Founder and CEO of Algebris Investments
“Many people misunderstand the concept of investing with that of trading. You need to invest capital with patience and a...
Keep readingSeptember 26, 2022
GLOBAL CREDIT BULLETS | Monday, 26th September 2022
Italy – Right-wing landslideItalian elections concluded with a solid victory of the right-wing coalition. The three parties overall obtained c.44%...
Keep readingSeptember 19, 2022
GLOBAL CREDIT BULLETS | Monday, 19th September 2022
Federal Reserve – Last stop 4% Lower headline inflation driven by lower energy prices is not enough to make the Fed...
Keep readingSeptember 13, 2022
The Talent Show – How To Succeed In Finance
Listen to Davide Serra (Founder & CEO, Algebris Investments) in The Talent Show: a new podcast series from FT Talent,...
Keep readingSeptember 12, 2022
GLOBAL CREDIT BULLETS | Monday, 12th September 2022
ECB – Hawkish is not enough During last week’s monetary policy meeting, the ECB raised rates by 75bp and substantially raised...
Keep readingSeptember 7, 2022
August 2022
Economic and investment highlights Economic, politics and markets
Keep readingSeptember 5, 2022
GLOBAL CREDIT BULLETS | Monday, 5th September 2022
Russian gas – Full shutdown ahead of rescue plan. Late on Friday, Gazprom announced that gas flows towards Europe via...
Keep readingSeptember 1, 2022
Europe’s energy war: the role of energy savings.
After a very hot summer, winter is coming. As Gazprom announced a new round of ‘maintenance’ due to start later...
Keep reading