Macro: It’s all about elections and keeping status quo
Markets are driven by election optimism, overshadowing growing debt and liquidity concerns. The 2024 elections loom large, but economic fundamentals and debt issues warrant cautious investment.
Global Macro Strategist
Summary: The ongoing China-US trade war looks set to continue with both parties showing signs of settling in for the long haul as regional tensions and trade relationships weigh heavily on Asian currencies.