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Macro Voices
MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens
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.
01:07:53
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Quick takeaways
- Volatility is expected to be a central theme during Trump's second term, driven by unpredictable shifts in political and economic conditions.
- Economic statecraft signifies a shift in U.S. policy, using economic tools like tariffs as means for achieving national security and foreign policy goals.
Deep dives
Emphasizing Market Volatility in Trump's Second Term
The discussion highlights that volatility is expected to be a significant theme during President Trump's second term. Rapid shifts in political and economic conditions have already illustrated this with unexpected news impacting market behavior. For instance, Trump's immediate tariff threats on Canada, Mexico, and BRICS nations have created uncertainty in financial markets, indicating that investors should brace for unpredictable fluctuations. This volatility suggests that understanding geopolitical implications will be crucial for investors navigating the changing landscape.
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