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Exceptionalism Under Fire: Navigating Through Trump-Era Policy Noise
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🌍 Is Global Power Shifting?
As confidence in U.S. dollar assets declines and capital flows begin to favor non-U.S. markets, are we witnessing the early signs of a global rotation? In this Market and Economic Outlook, we explore the key forces reshaping the global investment landscape—from tariff impacts and U.S. fiscal policies to long-term productivity potential across major economies.
📈 Will the U.S. maintain its dominance, or is it time to rebalance?
Join us for expert insights on what lies ahead in the markets, how geopolitical tensions shape economic forecasts, and where smart capital is headed next.
Three topics to cover:
- The New Tariff Landscape: Shifting Signals in the Global Cycle
- TrumponomicsL The Clash Between Real & Imagined Issues
- Long-Term Asset Allocation: From Exceptionalism to a New Global Order
Sneak peak of the outlook:
About the speaker:
Paul Cavey is a leading expert in East Asian markets and macroeconomics. As the Founder of East Asia Econ, he delivers cutting-edge research on China, Japan, Korea, and Taiwan. Previously, he served as Asia Macro Strategist at Wellington Management and Head of China Economics at Macquarie Securities, shaping investment strategies with deep economic insights. With over 20 years of experience, he is a trusted voice on the evolving global financial landscape.
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