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March 26, 2024
What to do with the US economy running hot
The US is running a ‘hot’ economy, Japan is showing signs of growth, Europe is stagnating and China is facing...
Keep readingMarch 25, 2024
GLOBAL CREDIT BULLETS | Monday, 25 March 2024
Fed – More dovish reaction functionThe Federal Reserve held rates as expected, upgraded their projections to reflect higher growth and...
Keep readingMarch 18, 2024
GLOBAL CREDIT BULLETS | Monday, 18 March 2024
Credit markets – Mind the spreadThe end of last week saw some increased volatility after months of protracted calm. Strong...
Keep readingMarch 11, 2024
GLOBAL CREDIT BULLETS | Monday, 11 March 2024
US Economy – Inflation is what mattersLast Friday’s employment data had a dovish flavour, despite the headline NFP figure surprising...
Keep readingMarch 4, 2024
GLOBAL CREDIT BULLETS | Monday, 4 March 2024
ECB – How far can hawks flyLast week’s Eurozone CPI fell back 0.2% from seasonally elevated January levels, but beat...
Keep readingFebruary 26, 2024
GLOBAL CREDIT BULLETS | Monday, 26 February 2024
Central banks – Pushing cuts further outFed speakers acknowledged but mostly looked through January’s strong data. They agreed on having...
Keep readingFebruary 23, 2024
The Green Leaf | The EU ESG Ratings Regulation: A Game-changer?
Download Lately, ‘ESG’ has been heavily criticized as an empty buzzword. While this criticism can be largely traced back to...
Keep readingFebruary 22, 2024
Don’t waste the opportunity
In our report Clean Alpha | Don’t waste the opportunity, we reference the Disney movie Wall-E, the children’s tale about...
Keep readingClean Alpha | Don’t waste the opportunity
Download About 15 years ago, the Disney movie Wall-E was released in cinemas. It is a children’s story of the...
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcast e video
February 20, 2024
The land of doves: opportunities in Credit, with active management
In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit...
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