Chairman Warsh has made clear his aim to be a strong leader, neither shackled by any attempts by his predecessor to shift policymaking power to the voting members of the FOMC nor susceptible to political pressures or past policy precedents to deter data-driven monetary policy decisions.

The sovereign debt of developed market (DM) countries for decades was largely presumed to float free of governance and societal risk factors endemic to the sovereign issues of emerging markets (EM) countries. Global Bond Portfolio Manager Bill Campbell says this luxury is no longer the case.

DoubleLine Global Bond Portfolio Manager Bill Campbell shares DoubleLine’s outlook for risk markets, the U.S. Treasury curve, inflation, growth and Federal Reserve policy in light of Washington’s reciprocal tariffs and reactions of U.S. trade partners.