In the past few months markets have been rocked by a wave upon wave of global political events. The Brexit vote created instant reactions in the currency markets, with the pound dropping to a three-decade low against the dollar. The election of Donald Trump has raised significant questions around tax reform, higher trade tariffs, higher spending and deregulation on Wall Street.
As we look to 2017 and beyond, there is nervousness across the globe as its political makeup looks to be in flux. With the elections in Germany and France, and the worldwide rejection of the political ‘establishment’, what are the market implications of this international political phenomenon?
At this event Marvin Barth, Managing Director and Head of FX Strategy at Barclays will explore the extent, sources and implications of what has become known as the “Politics of Rage”. Marvin will expand on the view that the Politics of Rage are more deeply rooted and widespread than generally understood, and are unprecedented in modern history. With implications for policy, asset prices and exchange rates.