February 28, 2022
GLOBAL CREDIT BULLETS | Monday, 28th February 2022
Russia/Ukraine – War In Europe.Russia launched a full-scale attack on Ukraine last Thursday. Western sanctions against Russia were initially mild,...
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February 21, 2022
GLOBAL CREDIT BULLETS | Monday, 21st February 2022
Ukraine – Tensions vs diplomacy.Tensions continue to increase in Eastern Ukraine. Over the weekend, multiple ceasefire violations have been recorded...
Lesen Sie weiterFebruary 16, 2022
Investors’ Corner | Wednesday, 16th February 2022
Regime Change: as interest rates go up, investors will need to adjust portfolios Headline and core inflation is higher than...
Lesen Sie weiterFebruary 14, 2022
GLOBAL CREDIT BULLETS | Monday, 14th February 2022
US inflation – No top in sight.January US CPI came out at 7.5% yoy, making new highs. The energy component...
Lesen Sie weiterFebruary 10, 2022
January 2022
Economic and investment highlights Economic, politics and markets • Following the 7% inflation print in the US and the Euroarea...
Lesen Sie weiterFebruary 7, 2022
GLOBAL CREDIT BULLETS | Monday, 7th February 2022
ECB – Last dove flying awayThe first ECB meeting of 2022 turned carrying a strong hawkish surprise. While no policy...
Lesen Sie weiterFebruary 4, 2022
Inflation: what investors need to know
Inflation is creating significant volatility and uncertainty. In the latest episode of the Alpha Horizon podcast from Algebris Investments, Simon...
Lesen Sie weiterFebruary 3, 2022
Ahead of the Curve | Thursday, 3rd February 2022
The Fed gets hawkish – Implications for banksLast week’s FOMC meeting showcased an increasingly hawkish Fed, underpinned during the press...
Lesen Sie weiterFebruary 1, 2022
Appointment of Algebris’ new Chief Investment Officer
London, February 1st 2022 – Algebris Investments is pleased to announce the appointment of Sebastiano Pirro as Chief Investment Officer...
Lesen Sie weiterJanuary 31, 2022
GLOBAL CREDIT BULLETS | Monday, 31st January 2022
Italy – Uncertainty postponedIn Italy, Sergio Mattarella has been re-elected as President, after one week of political negotiations which failed...
Lesen Sie weiterJanuary 26, 2022
The Silver Bullet | When the Music Stops
Download Tonight, some investors in bitcoin remind me of a ruined gambler who, standing outside the casino at midnight, just...
Lesen Sie weiterThe Green Leaf | Back to the Future: will the 2020s be the new 1970s?
Download At the ECB’s December press conference, Christine Lagarde announced a considerable revision in the ECB’s inflation forecast – two-third...
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