Despite rallies after President Trump announced a 90-day “pause”, equities and oil are still down, US 30-year bond yields are close to 18-year highs, and US/German 10-year bond spreads are at two-year lows. 

To make sense of the markets, Medley Advisors hosted a Webinar on 14 March for Energy Aspects subscribers, which we are pleased to make available for you to watch on-demand.

Watch the Founder and Director of Market Intelligence Dr Amrita Sen, China and Trade Analyst Brian Jackson, US Macroeconomic Policy Analyst Michael Redmond, Mexico and Latin America Analyst Fernando Posadas, and European Macroeconomic Policy Analyst Pepijn Bergsen, discuss:

• Has Trump stepped back from the cliff or just stayed execution? 
• Has a global tariff plan turned into China-only embargo combined with a lower-rate revenue-raising programme for the US Treasury? 
• Will Europe accept a 10% tariff as the price of peace? Will the USMCA converge further or break apart? 
• What does this mean for monetary policy?​​​​​​
  

Webinar recorded on 15 April 2025

The energy markets, post-US tariffs, are a fluid environment; insights provided were current at the time of publishing.

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