Looking at Economic Growth and Risks in Q2 and Beyond

Summary

In this week’s episode, Winnie Cisar, Zach Griffiths, and Regis Chatellier explore the economic outlook for Q2 2025 and beyond. Dive into discussions on economic trends and risks, U.S. stagflation concerns, and the impacts of tariffs and geopolitical tensions on emerging markets.

Analysts

Winnie Cisar
Global Head of Strategy

Zachary Griffiths
Head of US Macro Strategy & IG Strategy

Regis Chatellier
Head of EM Sovereign Strategy

Credit in Transition: M&A, CLOs and AI with Octagon

July 21, 2026

Geopolitics, the Dollar and the AI Bubble Debate

July 16, 2026