Despite ongoing trade tensions and signs of economic uncertainty, financial markets have shown resilience, particularly in equities. This week on Trumponomics, Stephanie Flanders speaks with Anna Wong from Bloomberg Economics and Ed Harrison, author of Everything Risk, to unpack why investor sentiment remains relatively strong even amid rising national debt, widening fiscal deficits, and unprecedented pressure on the independence of the U.S. Federal Reserve. The discussion also touches on the impact of the most aggressive tariff measures in nearly 100 years, which many would expect to disrupt bond markets—but so far, the anticipated turmoil has not materialized. The episode explores how market participants are weighing macroeconomic data more heavily than political noise, helping to sustain confidence in Treasury assets.
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Treasury Investors Focus on Economy and Shrug Off Chaos
If the trade war is still going on and the economy looking shakier, why are stocks doing so well? On this week’s episode of Trumponomics, host Stephanie Flanders is joined by Anna Wong of Bloomberg Economics and Everything Risk author Ed Harrison to discuss this curious state of affairs. Listen on Apple, Spotify or wherever you get your podcasts. n nSurging debt and deficits. A relentless attack on US central bank independence. The most aggressive tariff policies in almost a century. A recipe for bond market chaos? Guess again.