Global Outlook Video - May 2025
*This video was recorded at 10am BST, Thursday 22 May 2025
In this video, William Dinning, Chief Investment Officer at Waverton, provides an update on the evolving U.S. policy landscape and its implications for global markets. He discusses the temporary pause on U.S. tariffs, the potential long-term impact of elevated tariff levels, and the ongoing negotiations surrounding the U.S. budget and debt ceiling.
He also explores how these developments could affect inflation expectations, the U.S. dollar, and the potential for central bank policy responses. With markets still navigating significant uncertainty, inflation remains the key indicator to watch.
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