June 20, 2022
GLOBAL CREDIT BULLETS | Monday, 20th June 2022
ECB – A line in the sand. Last week, the European Central Bank called an emergency meeting to discuss measures...
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June 16, 2022
European Energy: mind the gaps.
As we have discussed in our latest Algebris Bullet, energy continues to be the field on which the hardest and...
Lesen Sie weiterJune 14, 2022
Algebris hires a Senior Co-Portfolio Manager to the Global Credit Team
Algebris Investments, the global asset manager specialising in financial credit and equity, announces that Simone Mallardi will join the team...
Lesen Sie weiterJune 13, 2022
GLOBAL CREDIT BULLETS | Monday, 13th June 2022
ECB – Regime shift.The ECB formalized its hawkish turn (partially anticipated by interviews of MPC members over the past few...
Lesen Sie weiterJune 9, 2022
May 2022
Economic and investment highlights Economic, politics and markets Markets worried about the slowdown in growth Central bankers continue to be...
Lesen Sie weiterJune 7, 2022
The Algebris Bullet | Dip Your Toes
Download The scars of others should teach us caution. St. Jerome The longer the party, the worse the hangover. The old adage...
Lesen Sie weiterJune 6, 2022
GLOBAL CREDIT BULLETS | Monday, 6th June 2022
Europe – Inflation data pave the way for the hawks.May inflation data have surprised on the upside last week, paving...
Lesen Sie weiterMay 30, 2022
GLOBAL CREDIT BULLETS | Monday, 30th May 2022
China – Premier Li signals upcoming stimulusLast week, Premier Li hosted a conference attended by over a 100 thousand government...
Lesen Sie weiterMay 23, 2022
GLOBAL CREDIT BULLETS | Monday, 23rd May 2022
China stimulus – Baby steps are better than nothing.Last week, China’s PBOC cut the 5-year Loan Prime Rate from 4.6%...
Lesen Sie weiterMay 16, 2022
GLOBAL CREDIT BULLETS | Monday, 16th May 2022
Us inflation: persistent.April inflation at 8.3% marked a slow down vs March’s at 8.5%. However, the April print was still...
Lesen Sie weiterMay 10, 2022
April 2022
Economic and investment highlights Economic, politics and markets Inflation and yields continued to rally in April. Bond and equity markets...
Lesen Sie weiterMay 9, 2022
GLOBAL CREDIT BULLETS | Monday, 9th May 2022
The Fed: inflation over growth.The Federal Reserve raised rates by 50bps and signaled the start of their balance sheet reduction...
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