On today’s special episode of What’s at Stake, John Fagan and Brendan Walsh from Markets Policy Partners offer their take on what investors should expect from financial markets over the coming year. Looking beyond today’s relatively calm market environment, the group sees risks of a recession and policy uncertainty that could intensify by the summer.
In addition, the group offers predictions surrounding the future of Fed policy, China’s impact on global markets, oil prices, and cryptocurrency. All of these factors are set against an increasingly uncertain fiscal and political situation here in the US. Tune in as MPP explains all this and more and shares key insights for the year to come.
Watch the video version of MPP’s conversation here.