Macro Voices MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens
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Jan 23, 2025 
Michael Every, a Global Strategist for Economy and Markets at Rabobank, dives into the implications of a potential Trump 2.0 presidency on market volatility. He emphasizes the link between geopolitical shifts, especially regarding U.S.-China relations, and financial market movements. The conversation highlights the significance of tariffs in shaping economic strategies and the changing perceptions in Europe about the U.S. Every also touches on the intricacies of reshoring manufacturing and the critical role of Rabobank in sustainable agriculture.
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Volatility Under Trump 2.0
- Expect market volatility during Trump's second presidency.
- Trump's unpredictable policy pronouncements, like sudden tariff threats, contribute to this.
Global Interconnectedness and Volatility
- Global interconnectedness amplifies market volatility.
- One nation's actions trigger unpredictable responses from others, creating complex scenarios.
Economic Statecraft vs. Policy
- Economic statecraft uses economic tools for geopolitical goals.
- It differs from economic policy, which aims for economic targets.