Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 19 May 2025
US-China Deal: Tactical Pause, but Tariffs Are Here to Stay Last Monday, the U.S. and China struck a surprise deal...
19 May 2025
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 12 May 2025
US-China talks – Looking for breakthrough This week, U.S. and Chinese officials are set to meet in Geneva from 9...
12 May 2025
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GLOBAL CREDIT BULLETS | Monday, 5 May 2025
US – Fed on hold The Fed will leave rates unchanged at 4.25-4.50% this Wednesday and provide no new forecast...
5 May 2025
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GLOBAL CREDIT BULLETS | Monday, 28 April 2025
IMF – Waning investor trust in US assets Last week, the Global Credit Team attended the IMF meetings in Washington...
28 April 2025
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GLOBAL CREDIT BULLETS | Tuesday, 22 April 2025
Tariffs – Mexican standoff US and China are currently stuck in a “Mexican standoff” on tariffs. Both parties escalated initial...
22 April 2025
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GLOBAL CREDIT BULLETS | Monday, 14 April 2025
Trade wars – Escalation mode Global trade wars took an escalatory turn last week. The US government raised tariff rates...
14 April 2025
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GLOBAL CREDIT BULLETS | Monday, 7 April 2025
Liberation Day – Trump shocks global trade Last Wednesday Trump imposed global tariffs at his proclaimed “Liberation Day”. The US...
7 April 2025
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The Algebris Podcast | The myth of exceptionalism
The Trump 2 administration has shifted the focus from Wall Street to Main Street, with active tax policies and tariffs...
1 April 2025
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GLOBAL CREDIT BULLETS | Monday, 31 March 2025
Auto tariffs – Game on Last week, President Trump signed an executive order introducing tariffs on automobiles and automobile parts imported...
31 March 2025
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GLOBAL CREDIT BULLETS | Monday, 24 March 2025
Europe – Tariffs on their way On April 2nd, Trump plans to implement global reciprocal tariffs on countries with trade...
24 March 2025
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GLOBAL CREDIT BULLETS | Monday, 17 March 2025
US macro – The myth of exceptionalism In our recent analysis, we look at the implications of current US policy...
17 March 2025
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The Algebris Bullet | The Myth of Exceptionalism
The sweeping Republican victory in US elections revived the American dream. President Trump would be a positive disruptive force for...
11 March 2025
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