Markets have seen a busy start to the year, with no signs of respite on the horizon. Sarah Harrison, senior portfolio manager (PM) at Allspring Global Investments, discusses how markets have reacted to Donald Trump’s return to the White House last week (Jan 20 -24) and how it has impacted fixed-income liquidity.
In this episode, Harrison looks at the conflict between fiscal and monetary policies in the US, as the Trump administration introduces potentially inflationary policies such as global trade tariffs, and central banks, such as the US Federal Reserve and the European Central Bank, will have to decide whether to cut interest rates this week.
The senior PM unpacks her views on rates for this year and how desks should be thinking about this. Harrison also discusses her outlook on the growing levels of global debt, the high-cost refinancing for corporates, and where she thinks there is a need for a disciplined market strategy and risk appetite.
Vimeo – https://vimeo.com/1050471992?share=copy#t=0
Site – https://tradertv.net/allspring-global-investments-markets-react-to-trumps
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