Insights

Tariffs, truce talks and 3-3-3: Flooding the macro zone

Tariffs, truce talks and 3 3 3 – flooding the macro zone

Financial markets cannot get a break from the headlines. The Trump administration is rolling out – and in some cases rolling back – trade tariffs at a frenzied pace.

March 2025

Negotiations over peace in Ukraine are underway, but the outcome remains uncertain. Fiscal policy is also front and center for bonds, with curbing deficits looking increasingly difficult as defense spending needs and the desire for growth-based policies rise. Ennui prevails as markets seem reluctant or unable to account for higher risk premia.

To decode these market uncertainties, Peter Vincent, head of foreign exchange trading for EMEA at State Street Global Markets, shares insights and highlights the most promising opportunities available.
 


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