Markets have been left reeling after the Fed’s ‘hawkish’ cut and President Trump’s escalation of the US-China trade war. Stocks have tumbled, the dollar has rallied, and bond yields are falling to new lows.
Our first two podcasts break down these major events. Seasoned market strategist Juliette Declercq criticizes the Fed’s limited action. She argues that tight dollar liquidity conditions are contributing to weak global growth. Meanwhile, former central banker Adam Posen argues that the US’s trade policy is at the heart of global uncertainty and that the Fed should not act again…
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