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The Week in Markets: A return to neo-conservatism

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Manage episode 490315890 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

US President Donald Trump’s “America First” foreign policy, which prioritised limiting military involvement overseas and avoiding “endless wars,” now appears to have given way to a revival of neo-conservatism, an ideology that holds the US should actively use its power to intervene abroad. Federal Reserve Governor Christopher Waller said the Fed could cut rates as early as July, because of downside risk to the labour market. A recent Bank of America survey showed fund managers are the most underweight US dollar they have been in the last 20 years. More than half thought international stocks will be the best-performing asset over the next few years.

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353 episodes

Artwork
iconShare
 
Manage episode 490315890 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

US President Donald Trump’s “America First” foreign policy, which prioritised limiting military involvement overseas and avoiding “endless wars,” now appears to have given way to a revival of neo-conservatism, an ideology that holds the US should actively use its power to intervene abroad. Federal Reserve Governor Christopher Waller said the Fed could cut rates as early as July, because of downside risk to the labour market. A recent Bank of America survey showed fund managers are the most underweight US dollar they have been in the last 20 years. More than half thought international stocks will be the best-performing asset over the next few years.

  continue reading

353 episodes

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