JPMorgan's Dysenchuk Doesn't Predict a Full-Scale Trade War

The video discusses the risks trade poses to above-trend growth forecasts, emphasizing the need to distinguish between announced and proposed trade measures. It highlights the US economy's relative isolation from global trade and the potential impact of global trade wars. The discussion then shifts to strategies for managing fixed income investments amid heightened volatility, focusing on market dislocations and political risks, particularly in European high yield markets.

What strategies does the speaker suggest for navigating heightened market volatility?

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Which market areas does the speaker identify as potentially affected by political risk?

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