About this event

Markets are sending mixed signals. Growth data is shifting. Central banks are under pressure. Geopolitical risk is rising. Getting the macro call right this quarter matters more than ever.

In this webinar, NewEdge Wealth's senior investment leader Brian Nick cuts through the noise to deliver their honest assessment of where the economy stands, where it's headed, and how investors should be positioned heading into Q2.

Agenda

Q2 Macro & Markets Overview

‍A top-down look at the key indicators defining the economic environment this quarter and what the data is — and isn't — telling us about the road ahead.

Accelerating or Decelerating? What Does the Data Tell Us?

‍Growth, inflation, labor markets, and consumer spending are all moving at different speeds. We'll separate signal from noise and share our read on the trajectory of the global economy.

Impact of the Iran War on Developed Market Consumers

‍Escalating conflict in the Middle East is rippling through energy prices, supply chains, and consumer confidence. We examine the transmission mechanisms and what developed market investors need to watch.

A Difficult Task for Central Banks

‍With growth and inflation pulling in opposite directions, central banks face one of their most challenging policy environments in years. We'll assess the realistic range of outcomes — and what each scenario means for rates and risk assets.

Implications for Asset Allocation

‍Translating the macro outlook into portfolio action. Where are the risks? Where are the opportunities? Brian Nick shares his current thinking on positioning across asset classes.

Q&A
An open discussion with the speakers.

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Macrobond x NewEdge Wealth

This webinar brings together perspectives from across the economic landscape. Macrobond provides the data and analytical context behind evolving market pressures and global events. Brian Nick from NewEdge will share how he is approaching his Q2.

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