Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 18)
UBS On-Air: Market Moves · Podcast owner
November 7, 202410m 1s
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Show Notes
On this episode of Viewpoints, and in the wake of the US election, Burkhard weighs what a second Trump term means for the markets, and how investors are balancing the prospects of lower corporate tax rates and less business regulations, with higher tariffs and wider budget deficits. Burkhard also discusses the concerns of the ‘bond vigilantes’ and what those concerns might mean for treasuries.