📉 US Debt Downgrade: Signal or Noise?
In this new episode of 9 TO 5 Live, François Savary (CIO at GENVIL SA) joins Mark Williams to unpack the latest Moody’s downgrade of US government debt and its far-reaching impact on markets, interest rates, and investor sentiment.
Topics Covered:
- Reaction of the bond market to rising rates and fiscal uncertainty
- Impact of potential tax cuts and inflation data
- Strategic shifts in portfolio management
- What the European elections mean for investors
- Why short to medium bond durations are being favored
- Growing stagflation risks despite positive CPI/PPI data
- Tariffs: still a market concern
🎯 With volatility returning and macro shifts underway, this conversation is a must-watch for anyone looking to adjust strategy.
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