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Analysing global market dynamics in the current geopolitical environment
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In this special feature episode, we're joined by Olivier d'Assier (Lead Principal, Investment Decision Research, SimCorp) to discuss the reaction of global markets to Donald Trump's re-election, Labour's historic UK budget, and the rapidly changing political landscape in the EU. With co-hosts Andrew Keith Walker, Christian Rossler and James Cherry, we analyse the impact of these changes on inflation, fixed income, money markets, regulation and central bank policy from Asia to the EU and the Fed.
Chapters
1. Analysing global market dynamics in the current geopolitical environment (00:00:00)
2. Market Impacts of Recent Events (00:00:06)
3. Impact of Trump Administration on Markets (00:13:04)
4. Geopolitical Changes (00:23:15)
5. Global Funding and Finance Market Updates (00:36:10)
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