Over the past few weeks, political headlines have once again thrown financial markets off balance —this time, reacting sharply to President Trump’s so-called ‘Liberation Day’ comments and the escalating trade tensions between the U.S. and China. After months where investors had priced a ‘Goldilocks’ scenario with steady growth, tame inflation, and a Fed on hold, now, reality is setting in. But the path forward isn’t binary. We’re stuck between two narratives: Is this just another high-stakes bluff to force concessions? Or are we witnessing a more profound shift of the model? 

In this episode two experts will help us navigate these market currents: first, Marcus Weyerer, CFA, Director of ETF Investment Strategy EMEA at Franklin Templeton ETFs, will unpack the latest moves and what to watch in the coming weeks. Then, Jason Xavier, Head of EMEA & Asia ETF Capital Markets, will spotlight specific ETF opportunities emerging in this landscape.