EVENTS:   Trumpire and Cold War II - Niall Ferguson/Greenmantle - 18 Sep 25     ROADSHOWS: US, EU & Asia Short Equity Ideas - Robert Prather /Vision Research   •   London 15 - 16 Sept • Dublin 19 Sept • Sydney 23 Sept • Hong Kong 24 Sept • SG 25 Sept • Tokyo 26 Sept • AUH 30 Sept • DXB 1 Oct • NYC 6-8 Oct   15 Sep - 08 Oct 25       US Retail, E-tail and Consumer Products Equity Research and Stock Picks - Scott Mushkin /R5 Capital   •   New York   15 - 17 Sep 25       The Loss of Fed Independence: What it Means for Equities, Rates, and the Dollar - Dimitris Valatsas /Aurora Macro Strategies   •   London   16 - 18 Sep 25       Global ESG and Impact-Investment Trends with Contrarian Trades in the Energy Transition Space - François Boutin-Dufresne & Félix-A. Boudreault /Sustainable Market Strategies   •   New York • 20 - 24 Oct London   22 - 24 Sep 25       US Healthcare & Merger Arbitrage Catalysts - Tommy Barletta /Aldis Institutional Services   •   London   22 - 23 Sep 25       East Asia Macro Outlook: China, Taiwan, Japan and South Korea - Paul Cavey /East Asia Econ   •   London   23 - 24 Sep 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   25 - 26 Sep 25       Predictive Investment Models for Idea Generation and Risk Management - Tian Yang /Variant Perception   •   Singapore 25-26 • Hong Kong 29-30 September   25 - 30 Sep 25      

US Exceptionalism, European Crisis - What are the Policy Responses?

Tweeddale Advisors

Wed 27 Nov 2024 - 14:00 GMT / 09:00 EST

Topics

The Return of Trump – how will a vastly more experienced and better staffed President Trump approach key issues for markets – tariffs, energy, defence, etc.

The “Boiling Frog” Economic Crisis in Europe – the third winter of the largest war in Europe since 1945 is unlikely to see growth improve. Will political paralysis worsen or will Trump’s election be the jolt the EU needs to start listening to Draghi? Can Covid style joint EU bonds be agreed upon to fix defence supply chains?

UK government – New Faces, Same Problems. Can the UK avoid another bond market crisis as the deficit keeps soaring and the economy stagnates.

US Exceptionalism – this has been the story of this cycle since 2021 - does the US Dollar keep rising by default as most other regions struggle?”