Algebris Investments

This week's Global Credit Bullets ➠ https://lnkd.in/evzqtHPV : US Presidential elections will take place on November 5, with about 1/3 of voters having already voted early or by mail. Also, a look at the US economy and the UK budget.

The Algebris Bullet | Dispatch from Washington https://lnkd.in/d3GFS7Qt Key takeaways from the 2024 IMF Group Annual Meetings in Washington, attended by Algebris’ Global Credit team.

Bridge the pay gap: girls just wanna have funds ➠ https://lnkd.in/emArV8tm Women are more likely to have lower incomes compared to men, a disparity rooted in systemic inequalities in the labor market and societal roles.   One way to empower women towards the late stages of their career and try to bridge the gap is to provide returns to their savings by supporting them in their investment journeys.

This week's Global Credit Bullets ➠ https://lnkd.in/ebdN7N5A : The Global Credit Team spent the past week at the Annual IMF/WB meetings in Washington DC. Also in this week's Global Credit Bullets, a look at the middle east and the US macro market.

This week's Global Credit Bullets ➠ https://lnkd.in/ecc23sJr : The ECB cut rates as expected by 25 basis points to 3.25% and gave a dovish message, while trying to maintain data-dependence. Furthermore, a closer look at the upcoming US elections.

In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23. In April there was talk of ‘higher for longer’. Growth held, inflation held, and central banks were cautious. In August, the US labour market showed signs of weakening and the markets called for cuts. The focus of central banks has therefore shifted from inflation to growth. While the Fed faces a resilient US economy and will have to be cautious in its round of cuts, in Europe the ECB will have to cut to cope with an economic slowdown, albeit not a recession. In the latest Algebris podcast, this and an analysis on the upcoming US elections and the delicate situation in the Middle East. Listen to Gabriele Foa' (Global Credit Portfolio Manager) and Douglas Branson (Head of Business Development UK). https://lnkd.in/d_kr4gm3

In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the US economy is growing faster and deficit won't come down anytime soon. Also, a look at the economy in Japan and China. After a month of meetings with entrepreneurs and bankers around the world, listen to Davide Serra (Founder and CEO, Algebris Investments) on the latest developments in global markets. https://lnkd.in/dSCsJPxr

Global Credit Bullets di questa settimana ➠ https://lnkd.in/eB_tMU_v : La scorsa settimana l'inflazione statunitense ha segnato un aumento dello 0,31% su base mensile, contro le aspettative di circa 0,25%. Inoltre, uno sguardo alle prossime elezioni statunitensi e al sostegno ai governi locali in Cina.

This week's Global Credit Bullets ➠ https://lnkd.in/en7DcG-u : US inflation came in at the high end of expectations last week, as core inflation rose 0.31% MoM, against expectations of around 0.25%. Moreover, a look at the upcoming US Elections, and support for local governments in China.

Global Equity Bullets, 9th October 2024 ➠ https://lnkd.in/eKpHm-My : In Europe, the Auto sector is currently grappling with a myriad of challenges that threaten its stability and growth. Although we still expect some earnings downgrades at both OEMs and suppliers’ level, we believe new model launches might bring some relief especially at suppliers’ levels. In the US, less than a month remains before election day in the US, the results of which are likely to significantly influence the performance of financial stocks.