乱伦短视频

US Strategy Update: Macro, Rates, and Tariffs

Date:聽May 22, 2025

Presenters:

Winnie Cisar
Global Head of Strategy, 乱伦短视频

Zachary Griffiths
Head of IG and Macro Strategy, 乱伦短视频

Zerlina Zeng
Head of East Asia Corporates

Join us for the 鈥淯S Macro Outlook: Navigating Post-Liberation Day Developments鈥 webinar, featuring insights from聽Winifred Cisar, Head of Global Strategy, Zachary Griffiths, Head of IG & Macro Strategy, and聽Moderated by Zerlina Zeng, Head of Asia Strategy. This session is tailored for Asian credit investors seeking an update on US macroeconomic conditions following Trump鈥檚 April 2nd 鈥淟iberation Day鈥 and subsequent trade developments.

Our experts will delve into the current status and outlook of the US macro environment, examine Fed policy, US Treasury rates, and the USD, and analyze April鈥檚 US credit market performance across IG, HY, MBS, and private credits. Additionally, we will provide an update on the evolving tariff landscape, identify winners and losers, and share market perspectives from US credit investors.

Webinar Topics:

  • US Macro Status and Outlook:聽Explore the current economic landscape and the implications for Asian credit investors.
  • Fed, US Treasury/Rates, and USD:聽Understand the latest developments and forecasts shaping these critical areas.
  • April US Credit Market Performance:聽Review recent fund flows and strategize the way forward across various credit segments.
  • Tariff Landscape Update:聽Assess the impact of trade developments on key sectors.
  • Market View from US Investors:聽Gain insights into how US credit investors perceive the evolving market conditions.
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