September 30, 2024
GLOBAL CREDIT BULLETS | Monday, 30 September 2024
Markets are now priced for no recession and deep cuts at the same time. If that was true, it would...
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September 26, 2024
The Algebris Bullet | It’s Not Easy Like Sunday Morning
Download 2024 has been about markets trying to gauge how the world will look post the big rate hikes of...
Keep readingSeptember 23, 2024
GLOBAL CREDIT BULLETS | Monday, 23 September 2024
The Fed cut rates by 50bp last week, although the guidance for future meetings was very open – passing the...
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September 19, 2024
Not just another brick in the wall: investing in the future of buildings
In their latest Clean Alpha | Not just another brick in the wall report, the global equity team at Algebris...
Keep readingSeptember 16, 2024
GLOBAL CREDIT BULLETS | Monday, 16 September 2024
Fed preview – The time has come The Fed will cut rates on Wednesday, but the size of the cut...
Keep readingGLOBAL CREDIT BULLETS | Monday, 9 September 2024
US data – Weak but no crash (yet) The well anticipated US August payrolls brought in mixed signals for the Federal...
Keep readingSeptember 4, 2024
GLOBAL EQUITY BULLETS | Wednesday, 4 September 2024
Reporting season – Positive overallDespite some concerns on potential economy weakness, the recent reporting season has been rosy thus leaving...
Keep readingSeptember 2, 2024
GLOBAL CREDIT BULLETS | Monday, 2 September 2024
Rates – Lot’s in the price Rates markets continue to be very well priced for a fast cutting cycle, with...
Keep readingAugust 26, 2024
GLOBAL CREDIT BULLETS | Monday, 26 August 2024
Jackson Hole – The time has come Last week, Fed Chair Jerome Powell came with a rather dovish message at...
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August 6, 2024
Recent market turmoil: a positioning shake-up.
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
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