In this discussion, Keith Buchanan, a Senior Portfolio Manager at Globalt Investments, and Nadia Grant, Head of Global Equity at BNP Paribas Asset Management, unpack the impact of U.S. tariffs on market sentiment. They highlight how investors are shifting focus from inflation fears to upcoming corporate earnings. The conversation dives into the potential repercussions for companies like Delta Airlines and the broader effect on exporters in Asia. Additionally, they explore the evolving landscape of cryptocurrency against equities and the optimistic prospects for European markets.
