August 29, 2022
GLOBAL CREDIT BULLETS | Monday, 29th August 2022
Jackson Hole – Hawks come from EuropeThe Jackson Hole symposium saw the ECB delivering a very hawkish message. In her...
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August 22, 2022
GLOBAL CREDIT BULLETS | Monday, 22nd August 2022
Global inflation – Mixed signals. Over the past two weeks, markets received mixed signals about global inflation. In the US,...
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August 17, 2022
Algebris Mid-Year Update 2022 | Algebris ESG Framework
Algebris is committed to embracing ESG principles fully. From internal policies and projects like Algetrees (1 million trees to be...
Keep readingAugust 8, 2022
July 2022
Economic and investment highlights Economic, politics and markets
Keep readingGLOBAL CREDIT BULLETS | Monday, 8th August 2022
Central banks – Data dependencyCentral banks are gradually moving from an inflation fighting attitude to a data-dependent approach. Last week,...
Keep readingAugust 3, 2022
Algebris Mid-Year Update 2022 | Stabilisation in inflation and less concerns about economic growth.
In Q2 we’ve seen the economy worsening and inflation remaining high at the same time. The second part of the...
Keep readingAugust 1, 2022
Fight Your Fear
When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an...
Keep readingGLOBAL CREDIT BULLETS | Monday, 1st August 2022
Fed – Eyeing a pivot.On Wednesday, the Federal Reserve came across more open to support growth than it has been...
Keep readingJuly 29, 2022
Fight Your Fear | Algebris Webcast
The banking sector is the only one in the world that is positively correlated to rising interest rates; it is...
Keep readingJuly 27, 2022
Algebris Mid-Year Update 2022 | Excess capital and high yields benefit financial credit.
The war in Ukraine is a concern but has not led to losses in the banking sector due to the...
Keep readingJuly 25, 2022
GLOBAL CREDIT BULLETS | Monday, 25th July 2022
Italy – Early electionsThe Italian political crisis culminated with a government change last week, as PM Draghi was not able...
Keep readingThe Algebris Bullet | Fight Your Fear
Download When you see light at the end of the tunnel, it’s too late to buy. Sir John Templeton When...
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