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Nothing Moves in a Straight Line

With the return of volatility in the second quarter, we cover some of the key players in the current macro environment: the U.S., emerging markets and China, and Europe. We kick off our discussion with U.S. economic fundamentals and whether that gives the Federal Reserve enough cover to tighten a fourth time in 2018 or if the central bank will instead heed signals from the U.S. Treasury yield curve. Most importantly, we cover the U.S. dollar extensively, including our dollar outlook and what role the currency plays in the Trump Administration’s agenda. Our deep dive into U.S. fundamentals then drives the rest of our conversation that covers developed market tightening, emerging markets, U.S.-China trade, to finally close with recent political developments in Europe.

Press play below to listen to the full commentary.

Groupthink is bad, especially at investment management firms. Brandywine Global therefore takes special care to ensure our corporate culture and investment processes support the articulation of diverse viewpoints. This blog is no different. The opinions expressed by our bloggers may sometimes challenge active positioning within one or more of our strategies. Each blogger represents one market view amongst many expressed at Brandywine Global. Although individual opinions will differ, our investment process and macro outlook will remain driven by a team approach.