金融と通貨システム
Les banques centrales ont-elles raté la sortie ?
Après une décennie de mesures de relance économique, les banques centrales se sont engagées à mettre fin à leur politique monétaire laxiste. Leurs tentatives sont infructueuses.
Alberto Gallo is portfolio manager and head of macro strategies at Algebris Investments. Before joining Algebris, Alberto set up and headed the Global Macro Credit Research team at RBS, leading idea generation across credit markets. Previously, he was a Global Credit Strategist at Goldman Sachs in New York. Prior to that, he initiated and ran the Global Credit Derivatives Strategy team at Bear Stearns.
He is a World Economic Forum Global Shaper.
最新記事
金融と通貨システム
Have central banks missed the exit train?
After a decade of stimulus, central bankers have pledged to end loose monetary policy. Their attempts are failing.
金融と通貨システム
Beware the fragility of the global economy
Quantitative easing (QE) saved us from the 2008 crash and kick-started a recovery, but also encouraged a build-up of one-sided risk in the financial system. Are markets and the economy re...
経済成長
How the American dream turned into greed and inequality
The American Dream is broken. Paul Ryan, speaker of the House of Representatives, recently stated that "in our country, the condition of your birth does not determine the outcome of your ...
英国脱欧，欧盟的大好事
2016年6月，英国开启脱欧公投，结果出人意料。在之后的一段时间，前方好似迷雾重重，充满不确定性。毕竟，这次事件史无前例。所以，各方议论纷纷，猜测英国将何去何从。差不多一年过去了，形势开始稍微明朗起来。
経済成長
Brexit could be the best thing that happened to the European Union
In June 2016, the British public voted to do the unthinkable: leave the European Union. For a while there was some uncertainty. After all, this was unprecedented, so it was anyone’s guess...
深層地理学
Preservemos la fe en Europa
“No es viable invertir en Europa”, declara un gestor de fondos mientras corta el trozo de cordero asado durante una cena en Mayfair, Londres. “Con Marine Le Pen en Francia, el brexit y el...
深層地理学
Don’t give up on Europe
“Europe is uninvestable,” a fund manager declares, while carving a slice of roast lamb over dinner in Mayfair, London. “With Marine Le Pen in France, Brexit and populists all over the pla...
深層地理学
Brexit was a leap of faith. Now where’s our parachute to soften the landing?
Upon landing on the coast of Veracruz in 1519, Spanish conquistador Hernán Cortés decided to scuttle his ships, in an attempt to prevent mutiny and motivate his army. It did not end well....
経済成長
Our global financial system is broken. Here’s a plan for fixing it
It all started with the American Dream. Following World War II, the Marshall plan helped rebuild Europe and Japan: economies were growing and populations healing. Demand for US goods was ...