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A 90-day pause
Episode 83
Published 11 months, 1 week ago
Description
Trade headlines, tariffs, and central bank caution – this week brought no shortage of market-moving news. Laurie Mount, Portfolio Manager on the BlueBay US Fixed Income team, breaks down the latest:
- A new U.S.-UK trade deal (with more to come)
- A 90-day tariff pause with China
- The Fed’s “wait-and-see” approach amid rising inflation and employment risks
With April CPI and retail data on deck, markets are watching closely.