Michael Metcalfe, Global Head of Macro Strategy at State Street Global Markets, shares his insights on recent shifts in the U.S. economy. He discusses the declining strength of the dollar amid growing concerns over consumer behavior and governmental fiscal changes. Metcalfe also explores the European economic landscape, highlighting how it is becoming more favorable for investments. He addresses the potential impacts of rising tariffs on inflation and the complexities of policy shifts in both the U.S. and Europe that could influence global markets.

Guests Michael Metcalfe and Peter Vincent discuss the calmness in currency markets despite ongoing global uncertainties. They explore topics such as cross-country basis, cash holdings, mortgage structures, Eurozone rates, US economy, US election effects, and fiscal sustainability. The podcast also mentions a break announcement and a web portal for research on macroeconomics and markets.