Intro

It is a unique time for economies and financial markets - political decisions are increasingly driving economic outcomes and asset markets rather than the other way around. Today's episode unpacks what it means for US & Canada and the implications for equity markets.

Participants:

• Jason Daw (Desk Strategy), Head of North America Rates Strategy
• Blake Gwinn (Desk Strategy), Head of US Rates Strategy
• Lori Calvasina (Research), Head of U.S. Equity Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts