Over the past few weeks, political headlines have once again thrown financial markets off balance —this time, reacting sharply to President Trump’s so-called 'Liberation Day' comments and the escalating trade tensions between the U.S. and China. After months where investors had priced a 'Goldilocks' scenario with steady growth, tame inflation, and a Fed on hold, now, reality is setting in. But the path forward isn’t binary. We’re stuck between two narratives: Is this just another high-stakes bluff to force concessions? Or are we witnessing a more profound shift of the model?
In this episode two experts will help us navigate these market currents: first, Marcus Weyerer, Senior ETF Investment Strategist at Franklin Templeton, will unpack the latest moves and what to watch in the coming weeks. Then, Jason Xavier, Head of EMEA & Asia ETF Capital Markets, will spotlight specific ETF opportunities emerging in this landscape.
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19 分