In this new episode of 9 TO 5 Live, François Savary (CIO, GENVIL SA) joins Mark Williams to discuss the Federal Reserve's latest announcements, shifts in US foreign policy, and the broader economic and market implications.

Key Topics Covered:

US Foreign Policy & Ukraine – Increasing divergence with possible global consequences

The Fed's Economic Outlook – Higher inflation expectations and slower growth raise concerns about stagflation

Bond Market Strategies – Emphasis on quality amid volatility and economic uncertainty

Leading Economic Indicators – Crucial signals that will guide future monetary policy decisions

Uncertainty Around Rate Cuts – Timing remains unclear, as the Fed maintains a data-dependent approach

Geopolitical Landscape – A growing influence on investment strategy and risk assessment

As economic conditions continue to shift, this conversation offers valuable insights on how investors can adapt their strategies to navigate market volatility.

Watch the full discussion above.

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