Join us on MovingMarkets as we break down the market implications of a potential second term for Donald Trump. With his pro-growth policies, including corporate tax cuts, deregulation, and new tariffs, investors are betting on a boost to US stocks, the US dollar, and crypto assets. Meanwhile, concerns about inflation are driving up US Treasury yields. In this episode, we're joined by Dario Messi, Head of Fixed Income Research, who shares his insights on how a Trump presidency could impact US Treasury markets.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:41 Markets wrap-up by Roman Canziani (Head of Investment Writing)
07:29 Bond market update: Dario Messi (Head of Fixed Income Research)
11:06 Closing remarks by Bernadette Anderko (Investment Writing)
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