• What to do with the US economy running hot (Davide Serra)

  • Mar 26 2024
  • Length: 5 mins
  • Podcast

What to do with the US economy running hot (Davide Serra) By cover art

What to do with the US economy running hot (Davide Serra)

Listen for free

View show details

  • Summary

  • The US is running a 'hot' economy, Japan is showing signs of growth, Europe is stagnating and China is facing structural problems.

    Against this backdrop of positive growth and recovering volumes, especially from a credit perspective, we expect rates to remain at 3-4% in the US and 2-3% in Europe: the financial sector could offer interesting returns, with stocks offering attractive dividends. Also in the bond market, the financial sector offers value, while the rest should be selected carefully.

    Find out more in the latest update from Davide Serra, Founder and CEO of Algebris.
    Show more Show less
activate_primeday_promo_in_buybox_DT
Show more Show less

What listeners say about What to do with the US economy running hot (Davide Serra)

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available