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The Most Uncertain Macro Outlook in Years | Michael Kao
Markets are caught in one of the most uncertain macro environments in years. With Trump’s disrupting policies, conflicting economic signals, volatile energy markets, and Federal Reserve uncertainty, investors are struggling to determine the right playbook. Michael Kao joins Maggie Lake to unpack what’s driving today’s macro confusion and where we might be headed next.
🔹 How should investors think about inflation, interest rates, and the bond market’s fragility?
🔹 Will Trump 2.0 impact global energy markets—and what does it mean for oil prices?
🔹 Is the Fed at risk of losing control of…
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