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End of 'America First' Trade Is Boosting Europe's Markets
End of 'America First' Trade Is Boosting Europe's Markets

Bloomberg

time06-05-2025

  • Business
  • Bloomberg

End of 'America First' Trade Is Boosting Europe's Markets

By , Abhinav Ramnarayan, and Julien Ponthus Updated on Europe's long-sluggish financial markets are being shocked into life as Donald Trump's drive to reshape global trade and security undermines America's decades-long dominance. Across assets of all stripes, the Old Continent is collectively trouncing America in a way that's rarely been seen before. The euro is the strongest in three years. German bonds last week beat Treasuries by the most ever. And while European shares have been knocked by the trade war, they're turning out to be far more resilient than American ones.

As Europe Rearms, Bond Funds Are Ripping Up the Rule Book
As Europe Rearms, Bond Funds Are Ripping Up the Rule Book

Bloomberg

time12-03-2025

  • Business
  • Bloomberg

As Europe Rearms, Bond Funds Are Ripping Up the Rule Book

By , Abhinav Ramnarayan, and Helene Durand Save Europe's plan to rearm in the face of Russian aggression and US detachment has already delivered a bonanza to equity investors. Credit funds are scrambling to get a share of the windfall, too. Like other key parts of the capital markets, corporate-debt investors are having to navigate ESG restrictions that in more peaceful times put weapons makers beyond the pale. Now they're looking to rip up many of those rules.

Musk's Starlink Gives Space Lenders a Crisis of Confidence
Musk's Starlink Gives Space Lenders a Crisis of Confidence

Bloomberg

time01-03-2025

  • Business
  • Bloomberg

Musk's Starlink Gives Space Lenders a Crisis of Confidence

Welcome to The Brink. It's Eleanor Duncan and Abhinav Ramnarayan in London, where we looked at the debacle of satellite companies facing Starlink competition. We also have news on Altice, FTX and Evergrande. Follow this link to subscribe. Send us feedback and tips at debtnews@ In September, Elon Musk wrote on X — the social media platform he owns — that SpaceX 's Starlink constitutes roughly two-thirds of all active Earth satellites. Since then, the world's richest man has become one of the most influential advisers in the White House, deepening concerns among competitors and their investors that SpaceX may become even more dominant in the sector.

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