{"id":26279,"date":"2025-04-01T07:55:16","date_gmt":"2025-04-01T07:55:16","guid":{"rendered":"https:\/\/www.algebris.com\/?p=26279"},"modified":"2025-04-01T08:06:30","modified_gmt":"2025-04-01T08:06:30","slug":"the-algebris-podcast-the-myth-of-exceptionalism","status":"publish","type":"post","link":"https:\/\/www.algebris.com\/it\/podcast-it\/the-algebris-podcast-the-myth-of-exceptionalism\/","title":{"rendered":"The Algebris Podcast | Il mito dell&#8217;eccezionalismo"},"content":{"rendered":"<iframe loading=\"lazy\" src=\"https:\/\/widget.spreaker.com\/player?episode_id=65272361&amp;theme=light&amp;playlist=false&amp;playlist-continuous=false&amp;chapters-image=true&amp;episode_image_position=right&amp;hide-likes=true&amp;hide-comments=true&amp;hide-sharing=true&amp;hide-logo=true&amp;hide-download=true\" width=\"100%\" height=\"350px\" frameborder=\"0\"><\/iframe>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>L\u2019amministrazione Trump 2 ha spostato il focus da Wall Street a Main Street, con politiche fiscali attive e dazi per protegger l&#8217;industria interna, aumentando per\u00f2 incertezza e rischi. I mercati sono in fase di correzione e la crescita mostra segnali di rallentamento, con i dati che richiedono prudenza e mostrano un aumento dell&#8217;incertezza.<\/p>\n\n\n\n<p>I mercati hanno reagito con una sotto-performance dell&#8217;equity USA e una riallocazione verso Europa e Cina. Nel fixed income, il governativo resta volatile, mentre il credito offre ancora opportunit\u00e0, con un approccio selettivo.<\/p>\n\n\n\n<p>Questo ed altro nell&#8217;ultimo podcast di Algebris con <strong>Gabriele Fo\u00e0<\/strong> (Global Credit Portfolio Manager) e <strong>Marta Pizzamiglio<\/strong> (Marketing Manager).<\/p>\n\n\n\n<p>L&#8217;episodio \u00e8 stato registrato il 27 marzo 2025.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\ud83c\uddee\ud83c\uddf9 Il Podcast di Algebris | Il mito dell&#039;eccezionalismo\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/-VaTQEHf__A?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>L\u2019amministrazione Trump 2 ha spostato il focus da Wall Street a Main Street, con politiche fiscali attive e dazi per protegger l&#8217;industria interna, aumentando per\u00f2 incertezza e rischi. I mercati sono in fase di correzione e la crescita mostra segnali di rallentamento, con i dati che richiedono prudenza e mostrano un aumento dell&#8217;incertezza. I mercati [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":26271,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[130,124],"tags":[],"asset-class":[224],"algebris-themes":[235],"class_list":["post-26279","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-views-it","category-podcast-it","asset-class-credit-it","algebris-themes-global-credit-it"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The Algebris Podcast | Il mito dell&#039;eccezionalismo - Algebris Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.algebris.com\/it\/podcast-it\/the-algebris-podcast-the-myth-of-exceptionalism\/\" \/>\n<meta property=\"og:locale\" content=\"it_IT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Algebris Podcast | Il mito dell&#039;eccezionalismo - Algebris Investments\" \/>\n<meta property=\"og:description\" content=\"L\u2019amministrazione Trump 2 ha spostato il focus da Wall Street a Main Street, con politiche fiscali attive e dazi per protegger l&#8217;industria interna, aumentando per\u00f2 incertezza e rischi. 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