Maggie Lake Talking Markets

Episode 50: Trade Talks & The Risks To US Treasuries. With Harry Melandri.


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With President Trump saying today that an 80% tariff on Chinese goods “sounds right,” but that it's "up to Scott [Bessent]," what can we expect from the US/China trade talks this weekend - and how might markets react? Harry Melandri, senior advisor to Arque Advisors and author of Respice Finem, joins Maggie Lake to unpack the latest tariff news, what the bond market is saying, and where Harry thinks is the next geopolitical pressure point. TGIF...!Quick announcement: Maggie is catching up with the wonderful Juliette Declercq at the Mauldin Economics 2025 SIC Conference later this month. You can grab a ticket for what is an amazing line-up here: https://www.mauldineconomics.com/go/J...Disclosure: This is an affiliate link, which means we may earn a commission if you get a ticketDon't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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