October 19, 2022
Back to the Future
Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever,...
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October 17, 2022
GLOBAL CREDIT BULLETS | Monday, 17th October 2022
US – Inflation keeps risingThe CPI reading for September came in stronger than market expectations. Headline CPI came in at...
Lesen Sie weiterOctober 10, 2022
GLOBAL CREDIT BULLETS | Monday, 10th October 2022
US labour market – Slowing at a slow paceSeptember payrolls rose 263k, down from August’s 315k, albeit still on the...
Lesen Sie weiterOctober 7, 2022
September 2022
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterOctober 4, 2022
The Algebris Bullet | Back to the Future
Download The dollar is our currency, but it’s your problem. John Connally, US Treasury Secretary, 1971 Until the end of...
Lesen Sie weiterOctober 3, 2022
GLOBAL CREDIT BULLETS | Monday, 3rd October 2022
UK – Emerging cracksThe UK continued to experience market turbulence last week following the announcement of the “mini-budget”. The sell-off...
Lesen Sie weiterSeptember 29, 2022
Executive Chat with Davide Serra, Founder and CEO of Algebris Investments
“Many people misunderstand the concept of investing with that of trading. You need to invest capital with patience and a...
Lesen Sie weiterSeptember 26, 2022
GLOBAL CREDIT BULLETS | Monday, 26th September 2022
Italy – Right-wing landslideItalian elections concluded with a solid victory of the right-wing coalition. The three parties overall obtained c.44%...
Lesen Sie weiterSeptember 19, 2022
GLOBAL CREDIT BULLETS | Monday, 19th September 2022
Federal Reserve – Last stop 4% Lower headline inflation driven by lower energy prices is not enough to make the Fed...
Lesen Sie weiterSeptember 13, 2022
The Talent Show – How To Succeed In Finance
Listen to Davide Serra (Founder & CEO, Algebris Investments) in The Talent Show: a new podcast series from FT Talent,...
Lesen Sie weiterSeptember 12, 2022
GLOBAL CREDIT BULLETS | Monday, 12th September 2022
ECB – Hawkish is not enough During last week’s monetary policy meeting, the ECB raised rates by 75bp and substantially raised...
Lesen Sie weiterSeptember 7, 2022
August 2022
Economic and investment highlights Economic, politics and markets
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