Asking how clients are living through volatility and what are main emerging risks.
Francine Lacqua
Patrick George
Markets nervous, volatile; investors ignoring emerging risks like geopolitical tensions, Fed independence, fiscal imbalances.
Patrick George
Dollar weakness trend driven by geopolitical uncertainty, tariff uncertainty, and diversification in foreign exchange reserves.
Patrick George
Fiscal imbalances in US, Europe, UK reflected in gold price; watching Treasury market flirting with 5% on long end.
Patrick George
New trade corridors emerging between China-Gulf, China-South Asia, India-West due to geopolitical uncertainty.