March 8, 2024
February 2024
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March 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...
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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...
Keep readingFebruary 19, 2024
GLOBAL CREDIT BULLETS | Monday, 19 February 2024
Markets – The land of dovesIn our latest Algebris Bullet, we argue that market pricing is too dovish. Market’s view...
Keep readingFebruary 14, 2024
The Algebris Bullet | The land of doves
Download Looking at the evolution of US rates, one may think the world has changed in just three months. In...
Keep readingFebruary 12, 2024
GLOBAL CREDIT BULLETS | Monday, 12 February 2024
US – Fresh data to show us the wayThis Tuesday US CPI is expected to fall from 3.4% to 2.9%,...
Keep readingFebruary 5, 2024
GLOBAL CREDIT BULLETS | Monday, 5 February 2024
Fed – Habemus cuts (just not in March)The Fed delivered a balanced message in their meeting last week, acknowledging the...
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