Viktor Shvets

Viktor Shvets, head of global desk strategy at Macquarie Capital, shares his insights on the crossroads of U.S. history as the neoliberal consensus fades. He dissects the controversial Trump tariffs, revealing their impact on small businesses and the broader market. Shvets discusses the revolutionary shifts in American governance, comparing them to historical figures like Andrew Jackson and FDR. He also examines the evolving notion of American exceptionalism and the geopolitical ramifications for both the U.S. and smaller nations in trade negotiations.

In this discussion, Viktor Shvets, Macquarie's Global Head of Desk Strategy, provides keen insights into the intertwining of global central bank policies and geopolitical tensions. He dives into the implications of recession risks, particularly how these factors affect commodity markets. Moreover, Viktor shares fascinating parallels between today's challenges and those of the 1930s. Notably, he analyzes crude oil trends and the current state of market volatility, offering strategic perspectives on equities and uranium markets.