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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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GLOBAL CREDIT BULLETS | Monday, 10 March 2025
MEGA – Make Europe Great Again In a historic shift, Germany broke free of fiscal shackles last week to announce...
10 March 2025
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GLOBAL CREDIT BULLETS | Monday, 3 March 2025
Ukraine – Pivotal moment for Europe Friday’s talks between President Trump and President Zelensky derailed, leaving Europe effectively at a...
3 March 2025
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GLOBAL CREDIT BULLETS | Monday, 24 February 2025
German Elections – Fiscal Hopes Alive but Cloudy The CDU/CSU under Friedrich Merz won the German elections with 28.5% and...
24 February 2025
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GLOBAL CREDIT BULLETS | Monday, 17 February 2025
Ukraine plan – A US business. Trump initiated direct peace talks with Putin to address the ongoing conflict in Ukraine....
17 February 2025
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GLOBAL CREDIT BULLETS | Monday, 10 February 2025
US Economics – Few signs of weakness The US economy has proven resilient in yet another round of data releases....
10 February 2025
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GLOBAL CREDIT BULLETS | Monday, 3 February 2025
US Politics – Trump gets serious Over the weekend, Trump used National Emergency powers to announce 25% tariffs on Mexico/Canada...
3 February 2025
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