Macro MATTers: Trade de-escalation and notes from the road
Freitag, 16. Mai 2025
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Shownotes
In our latest Podzept episode, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss the implications of the recent de-escalation of the trade war with China and highlight key themes from a recent client trip, particularly views on US dollar asset allocations.