This week on the "Know More Risk Better" podcast, Winnie Cisar, CreditSights Head of Strategy, is joined by Cedric Chehab, Chief Economist at BMI, and co-host Zach Griffiths, Head of U.S. Investment Grade and Macro Strategy at CreditSights. Together, they delve into the complex dynamics of the global macro landscape.
This episode explores significant de-escalations in US trade tensions with the UK and China, highlighting potential boosts to growth and easing inflation concerns. Gain insights into the US dollar's recent fluctuations and their implications for global financial conditions. Discover how fiscal policies and deregulation could sustain US economic growth amidst uncertainties. Perfect for those seeking a pragmatic understanding of current market conditions and associated risks, this episode is a must-listen!