US Strategy Update: Macro, Rates, and Tariffs

Join us for the “US Macro Outlook: Navigating Post-Liberation Day Developments” webinar, featuring insights from Winifred Cisar, Head of Global Strategy, Zachary Griffiths, Head of IG & Macro Strategy, and 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’s April 2nd “Liberation Day” 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’s 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: Explore the current economic landscape and the implications for Asian credit investors.
• Fed, US Treasury/Rates, and USD: Understand the latest developments and forecasts shaping these critical areas.
• April US Credit Market Performance: Review recent fund flows and strategize the way forward across various credit segments.
• Tariff Landscape Update: Assess the impact of trade developments on key sectors.
• Market View from US Investors: Gain insights into how US credit investors perceive the evolving market conditions.