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Show Notes
- Margie Patel, Senior Portfolio Manager at Allspring Global Investments
- Steven Englander, Global Head of G10 FX Research at Standard Chartered Bank
- Libby Cantrill, Head: Public Policy at PIMCO
- Norman Roule, Non-Resident Senior Adviser at CSIS
Margie Patel with Allspring Global Investments looks ahead at the path for equities in a second Trump term and animal spirits in markets. Steve Englander of Standard Chartered Bank reflects on the FX swings in President Trump's first week of his second term. PIMCO's Libby Cantrill outlines how public policy is being reshaped in the coming weeks and months. Norman Roule of CSIS discusses global security concerns.
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