2025 Outlook: A Balancing Act (Podcast Version)
2025 Outlook: A Balancing Act (Podcast Version)
George Goncalves, Head of Macro Strategy in the Americas, summarizes our key themes that will impact the US macro and market landscape in 2025. We focus on what are the potential US economic scenarios ahead, how to think about “Trump 2.0” and what will be the role of the Fed in 2025. We conclude by reviewing our base-case versus bull/bear scenarios for US fixed income.
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