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Macro Minutes

It's Politics, Stupid.

Apr 22, 2025
26:43

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

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