US 2025 Outlook: A Balancing Act (Podcast Version)

from The MUFG Global Markets Podcast · host MUFG EMEA

George Goncalves, Head of Macro Strategy in the Americas, summarizes our key themes that will impact the US macro and market landscape in 2025. We focus on what are the potential US economic scenarios ahead, how to think about “Trump 2.0” and what will be the role of the Fed in 2025. We conclude by reviewing our base-case versus bull/bear scenarios for US fixed income.

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This episode is 20 minutes long.

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This episode was published on January 7, 2025.

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