In tune with the markets

Author: Robeco

Robecos monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights and the beat of the week.
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Language: en

Genres: Business, Business News, News

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Running without ground beneath our feet
Episode 5
Friday, 16 May, 2025

It’s the ‘Trump Always Chickens Out’ economy, says multi-asset investor Arnout van Rijn. Confusion is still the name of the game. Stock markets have recovered, but there seems to be little reason to be that optimistic given the underlying data. It reminds Van Rijn of the infamous ‘Wile-E Coyote’ phenomenon.