April 15, 2022
Rouble Trouble: why the new Russian gas payment scheme matters.
In a Decree signed on March 31st, Russia’s president Putin ordered that payment for the supply of Russian gas to...
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April 12, 2022
The Algebris Bullet | Wartime Economics
Download It’s a victory when the weapons fall silent and people speak up. Volodymyr Zelensky In history, wars have been...
Keep readingMarch 2022
Economic and investment highlights Economic, politics and markets Risk-off in response to Russia’s invasion of Ukraine quickly gave way to...
Keep readingApril 11, 2022
GLOBAL CREDIT BULLETS | Monday, 11th April 2022
French elections – Macron “en marche”, but not over yet.The first round of French Presidential elections leads to a result...
Keep readingApril 4, 2022
GLOBAL CREDIT BULLETS | Monday, 4th April 2022
Europe – Rates to Rise Further.Inflation data last week in Europe remained strong, strengthening the case for policy normalization. Germany...
Keep readingMarch 28, 2022
GLOBAL CREDIT BULLETS | Monday, 28th March 2022
Mind the gas.As the war lasts more than broadly anticipated, risks around gas supplies for Europe increase. Economic and financial...
Keep readingMarch 25, 2022
War and Grains: Impact of Ukraine-Russia conflict on food security and prices.
Russia’s invasion of Ukraine has significantly increased the uncertainty of global agricultural supply and trade in the short to medium-term....
Keep readingUkraine conflict: thoughts on Russian gas and the wider impact of sanctions
Russia’s invasion of Ukraine raises important questions about whether or not financial and economic sanctions can work as intended. The...
Keep readingMarch 24, 2022
Investors’ Corner | Thursday, 24th March 2022
Hands-up anyone who made substantial changes to their investment portfolio in the last 3 months. While this is clearly tongue-in-cheek,...
Keep readingMarch 21, 2022
GLOBAL CREDIT BULLETS | Monday, 21st March 2022
Ukraine – Early for negotiation hopes.Last week, markets rallied on hopes on the ongoing negotiations between Russia and Ukraine. Early...
Keep readingMarch 14, 2022
GLOBAL CREDIT BULLETS | Monday, 14th March 2022
Russia/Ukraine – No relief yet. The Russian invasion of Ukraine has entered its third week. Despite direct talks between Ukrainian...
Keep readingMarch 10, 2022
This wasn’t supposed to happen
Recent developments on the geopolitical front have created increased uncertainty and volatility. Douglas Branson, Head of Business Development, and Simon...
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