Markets Weekly podcast (28 April 2025): What are US bond markets telling us?

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This week’s podcast focuses on the bond market reaction to trade tariff uncertainty. Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to discuss the likely impact of tariffs on consumers and corporates, the latest US Federal Reserve interest rate projections and the probability of a US recession and much more besides.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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