Ben Squared: 4th March 2025: Mar-a-Lago Discord, US Recession Fears and Regional Equity Market Performance

In this latest episode we review the drama seen in The White House on Friday evening, reflecting on how it may (or may not) influence geopolitical trends and, of course, investment strategy. We then pivot to US data which, in some quarters, is starting to look a little ominous. To conclude we reflect on the (stark) relative weakness of US stock markets versus their European and Chinese counterparts, year to date, discussing whether we think this is a trend that can continue. This podcast was recorded on 3rd March 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.