Part 7/9:

Deborah Cunningham, CIO at Federated, elaborated on expectations for rate cuts, anticipating a potentially slower pace going forward. The emphasis is also on maintaining strong consumer confidence, which remains robust even amidst rising inflation.

Geopolitical Landscape and Currency Pressure

The geopolitical implications from the U.S. election results are palpable, as companies brace themselves for potential new trade tariffs under Trump’s administration. Businesses are rapidly diversifying production bases, with many looking at Vietnam and Eastern Europe to mitigate the impact of U.S. tariffs.