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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 America. Active fiscal policy and tariffs would boost internal demand, and supply-side economics would provide funding and expand capacity. US macro would undoubtedly benefit, although perhaps at the cost of temporary higher inflation and interest […]

March 11, 2025
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