In this webinar we'll discuss:
- How will the key policies of the Trump administration affect US macroeconomic conditions?
- How will Treasury Secretary Scott Bessent plan to navigate the US economic ship amidst the macro, financial, and political constraints?
- Why are US long-term bond yields the most critical financial variable now?
- Why will the US dollar likely top out in H1 this year?
- Will the US dollar reversal also mark a top in US equity relative outperformance?
- What will the implications of the US dollar peak be for EM equities and fixed income?
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