WAMM: Macro Trends and Currency Moves: A Midyear Market Outlook 2025 7/31
Join our all-star panel of seasoned market experts as they unpack key macro and FX themes for 2H 2025. Wharton Club members & guests are invited!
Washington Association of Money Managers
is pleased to present:
Macro Trends and Currency Moves:
A Midyear Market Outlook 2025
Thursday, July 31, 2025 at 11:00 AM (ET)
Virtual Zoom conference
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 Mark Zandi, PhD Chief Economist Moody's Analytics Full Bio... |
Location:
Virtual Zoom conference
Time:
Panel discussion will begin at 11:00 AM ET
As we enter the second half of 2025, markets face a renewed wave of uncertainty. Persistent policy ambiguity, escalating geopolitical tensions, and an evolving trade landscape are fueling macroeconomic volatility. In the U.S., weakening economic momentum paired with stubborn inflation may erode consumer strength and investor confidence. Meanwhile, the tariff environment has deteriorated more sharply than expected amplifying downside risks to growth and trade.
Against this backdrop, the narrative of U.S. exceptionalism is beginning to fade. Emerging market currencies are poised to outperform, supported by more accommodative policy stances abroad, a potential structural decline in the U.S. dollar, and signs of relative growth resilience outside the U.S. How will trade frictions, fiscal decisions, and geopolitical flashpoints shape the global outlook? What are the implications for currency markets, portfolio strategy, and investor positioning in the quarters ahead?
Join our all-star panel of seasoned market experts as they unpack key macro and FX themes for 2H 2025 — and help you stay ahead of what’s next:
• Francesca Fornasari, PhD, is responsible for the oversight of Insight Investment’s dedicated team of currency investment professionals which provides currency solutions ranging from foreign exchange hedging to currency alpha. Prior to joining Insight in 2019, Francesca was a Senior FX and Fixed Income Portfolio Manager at Goldman Sachs Asset Management (GSAM). She started her career at The World Bank in Washington DC, then spent time as an FX strategist at Lehman Brothers and Morgan Stanley before joining GSAM in 2006.
• Mark Zandi, PhD, is the Chief Economist of Moody’s Analytics, where he directs economic research. Moody’s Analytics, a subsidiary of Moody’s Corp., is a leading provider of economic research, data and analytical tools. He is on the board of directors of MGIC, the nation’s largest private mortgage insurance company, is the lead director of PolicyMap, a data visualization and analytics company used by policymakers and commercial businesses, and is a director of the Coleridge Initiative, a nonprofit that facilitates the exchange of data across governments.
The panel will be moderated by Pauline Bell, WAMM's President.
Please note that the Chatham House Rule applies – neither the comments of the speakers nor those of other participants are for attribution.
