EPISODE · Jun 3, 2025 · 13 MIN
The Great Whiplash (Podcast Version)
from The MUFG Global Markets Podcast · host MUFG EMEA
George Goncalves, Head of Macro Strategy in the Americas, walks us through the latest developments in US macro and markets which was covered in the last monthly titled "The Great Whiplash". George highlights that the constant policy shifts, especially on the trade front, has led to tight trading ranges - even as we sit at local highs in both stocks and rates. Given the constant news flow challenges, and that it pays to be tactical in this environment, George previews the upcoming NFP jobs report and what to expect and what it will mean for Fed policy options ahead.
What this episode covers
George Goncalves, Head of Macro Strategy in the Americas, walks us through the latest developments in US macro and markets which was covered in the last monthly titled "The Great Whiplash". George highlights that the constant policy shifts, especially on the trade front, has led to tight trading ranges - even as we sit at local highs in both stocks and rates. Given the constant news flow challenges, and that it pays to be tactical in this environment, George previews the upcoming NFP jobs report and what to expect and what it will mean for Fed policy options ahead.
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The Great Whiplash (Podcast Version)
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