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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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Tariffs Day
On 2 April, Trump announced a new set of “reciprocal” tariffs to strengthen the US economy, signalling a significant shift...
3 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 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
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The 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
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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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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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