Less than 2 months back in the White House, US president Donald Trump has packed in a great deal; Shifts in policy, tariffs, federal employment, not to mention a huge change in approach to foreign policy. This month, Swaha Pattanaik sits down with Jonathan Duensing, Head of Fixed Income at Amundi US, and Mahmood Pradhan, Head of Global Macro with the Amundi Investment Institute, to try to guide us through the present uncertainty in the markets.
They examine how these different issues have been affecting the US economy as a whole, and bond markets in particular, and explore where investors can find the best opportunities at the moment. How long will the current pain last, and when and where will the promised gains be realised? They discuss the extent to which the roadmap given during the election campaign has changed and how this is impacting market growth. Will Trump succeed in reducing government spending and what challenges will he face? They finish by drawing on their wealth of experience in previous crises to give their view on whether the current crisis is any different.
You can now listen to the full podcast at the link below
