2025 has started with a bang as bonds have sold off amid growth and inflation fears – and the operating environment may only get more tricky from here. With Donald Trump just days away from returning to the White House, we’re holding this special briefing with our Macro team on what his second administration could mean for the US and for Asia.
Economists from our Markets team will also be in attendance to answer your questions about what’s really been driving the sell-off in bonds and whether investors should be bracing for more volatility as 2025 progresses.
During this 20-minute session, the team will be tackling the key issues at the start of what is almost guaranteed to be a momentous year in macro and markets, including:
- How will Trump’s policies affect growth and monetary policy in the US;
- The drivers of recent financial market volatility and the macro/markets outlook;
- Whether Trump is set to intensify the US-China trade war;
- What the incoming president means for Asia’s other economies.
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