
Sign up to save your podcasts
Or


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)
Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
By Julius Baer5
44 ratings
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)
Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

971 Listeners

404 Listeners

198 Listeners

1,050 Listeners

672 Listeners

232 Listeners

188 Listeners

1,304 Listeners

81 Listeners

4 Listeners

197 Listeners

76 Listeners

199 Listeners

9 Listeners

26 Listeners