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

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?”