In this new episode of 9 TO 5 Live, François Savary (CIO, GENVIL SA) joins Mark Williams to discuss the Federal Reserve’s latest announcements, shifts in US foreign policy, and the broader economic and market implications.
Key Topics Covered:
US Foreign Policy & Ukraine – Increasing divergence with possible global consequences
The Fed’s Economic Outlook – Higher inflation expectations and slower growth raise concerns about stagflation
Bond Market Strategies – Emphasis on quality amid volatility and economic uncertainty
Leading Economic Indicators – Crucial signals that will guide future monetary policy decisions
Uncertainty Around Rate Cuts – Timing remains unclear, as the Fed maintains a data-dependent approach
Geopolitical Landscape – A growing influence on investment strategy and risk assessment
As economic conditions continue to shift, this conversation offers valuable insights on how investors can adapt their strategies to navigate market volatility.
Watch the full discussion above.
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