We’re barely a month in and it’s already been an eventful 2025 for financial markets. What do the coming months hold in store as Donald Trump builds out his policy agenda, central banks try to calibrate policy after the great post-pandemic inflation surge, and the AI spending narrative comes under increasing scrutiny.
Join our Markets team for this online briefing all about how these issues and more will shape financial market returns through 2025 and beyond. During this 20-minute session, the team will be answering your questions as they address key issues, including:
- If the AI arms race will continue to drive equities prices;
- How fiscal risks will shape the path of bond yields in the US and beyond;
- Whether the post-election dollar strengthening has run its course.
- How the relative performance of Asian markets will shape up.
Note: If you are unable to attend the live session, registering will ensure you are sent a recording.
Please note you must be logged in to register for this Drop-In. If you do not have a subscription but would like to attend, please contact events@capitaleconomics.com