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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, 31 March 2025
Auto tariffs – Game on Last week, President Trump signed an executive order introducing tariffs on automobiles and automobile parts imported...
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GLOBAL EQUITY BULLETS | Wednesday, 26 March 2025
Europe’s Wake-Up Call: Lessons from America’s growth engine The gap between US and EU GDP has widened significantly over the past two...
26 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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Appetite for destruction
With obesity rates soaring and GLP-1 weight-loss drugs revolutionising the pharmaceutical space, what does this mean for investors? How are...
20 March 2025
Keep readingThe importance of selectivity in financial credit and equity
“You wouldn’t be doing your fiduciary duty as an investor if you decided to ignore the financial sector altogether because...
18 March 2025
Keep readingHow to improve the European Union’s sustainable finance framework
This piece was first published on Bruegel’s website and is available at: Sustainability rules are not a block on EU defence...
17 March 2025
Keep readingSustainability rules are not a block on EU defence financing, but reputational fears are
This piece was first published on Bruegel’s website and is available at: Sustainability rules are not a block on EU...
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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...
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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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