Kurt Reiman

Kurt Reiman, Head of Fixed Income Americas at UBS, dives into the shifting landscape of U.S. trade policy and its market implications. He discusses recent tariff developments and their effects on investor sentiment, particularly regarding U.S.-China negotiations. Kurt also highlights the urgent need for Congress to address rising budget deficits and the potential economic instability ahead. As political motivations loom with midterms approaching, he explores how these dynamics could shape fiscal policy and influence voter sentiment.

Kurt Reiman, Head of Fixed Income Americas at UBS Chief Investment Office, shares his expertise on the implications of President Trump’s second term. He reflects on the administration's first 100 days, highlighting declining approval ratings driven by economy and immigration issues. The conversation shifts to upcoming legislative ambitions and how trade policies affect the economic landscape and markets. Reiman emphasizes the importance of adapting investment strategies in response to evolving inflation and market conditions.

Kurt Reiman, Head of Fixed Income Americas at UBS Chief Investment Office, shares his expertise on the recent tariff announcements by the Trump administration. He discusses the nuanced impacts of increased tariffs on China and how they may affect the global economy. Reiman emphasizes the importance of adaptive strategies for managing portfolios during these turbulent times and the implications of market volatility. His insights on high-quality bonds and navigating economic uncertainty provide invaluable guidance for investors looking to thrive amidst change.