Dirk Willer

Dirk Willer, Managing Director and Global Head of Macroeconomic Research at Citigroup, shares insights on the shifting dynamics in emerging markets. He discusses how improving growth and inflation expectations are influencing local rates, especially in a dovish U.S. Fed environment. The conversation dives into the complexities of the fixed income landscape, the impact of dollar fluctuations on emerging markets, and how AI is shaping new macroeconomic strategies. Willer emphasizes the importance of understanding capital flows and central bank behaviors in today's global economy.

Katrina Dudley, Senior Investment Strategist at Franklin Templeton, dives into the robust earnings from technology stocks, sparking optimism in the market. Dirk Willer, Citi's Global Head of Macro Asset Allocation, raises concerns about inflation risks under a potential Trump Administration. They discuss complex economic policies and their implications on consumer behavior and market dynamics, all while navigating uncertainty in the political climate. The dialogue highlights the balance between economic fundamentals and evolving investor sentiment.