

US & Euro 4Q24/2025 Preview Outlook
Oct 1, 2024
The podcast explores critical insights into the upcoming U.S. election, examining how polling trends could shift voter sentiment and potentially favor Harris. The hosts analyze the financial outlook for the U.S. and Euro markets heading into 2024 and 2025, focusing on central bank policies and economic influences from China. They delve into the dynamics of credit markets, highlighting the underperformance of cash versus high-yield investments. Additionally, they discuss stagflation risks and their implications for future investment strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Election Insights and Predictions
02:01 • 5min
Navigating Financial Landscapes: US and Euro Markets Outlook
06:34 • 17min
Navigating Credit Markets in 2025
23:16 • 23min
Navigating Economic Risks and Election Outcomes
45:55 • 2min
Economic Risks and Credit Market Dynamics
48:15 • 3min
Future Outlook for Investment-Grade Spreads
51:14 • 7min