February 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...
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February 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...
Keep readingJanuary 30, 2024
Clean Alpha | EU clean-tech companies face a tough choice
Download Is the EU, often seen as a pioneer in leading the sustainable transition, at risk of losing ground? Meyer...
Keep readingJanuary 29, 2024
GLOBAL CREDIT BULLETS | Monday, 29 January 2024
ECB – Data-dependent, not date-dependentThe ECB held rates on Thursday as expected, but Lagarde surprised markets dovishly by pointing to...
Keep readingJanuary 22, 2024
GLOBAL CREDIT BULLETS | Monday, 22 January 2024
Central banks – Cut it deep but not that soonThe central theme of 2024 is the amount and timing of...
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January 19, 2024
Davos 2024: Key Takeaways
Over the past few days at the World Economic Forum in Davos, one of the most discussed topics has been...
Keep readingJanuary 15, 2024
GLOBAL CREDIT BULLETS | Monday, 15 January 2024
US Economy – Rate-cut pricing extendsDecember CPI rose to 3.4% from 3.1%, firming more than expected and beating the survey...
Keep readingJanuary 8, 2024
GLOBAL CREDIT BULLETS | Monday, 8 January 2024
US Economy – March cut remains pricedThe US added 216k jobs in December, above the 175k forecast, driven by stronger...
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