Mark Dowding, BlueBay Chief Investment Officer, discussed the latest macro views, including: The Fed shifting to a more restrictive stance, with Warsh affirming a commitment to bring inflation down Robust growth in the US economy, reinforced by the tech sector and AI boom Growing signs of voter backlash against AI Inflation likely to moderate in the eurozone after a series of rate hikes UK government using smoke and mirror tactics to say the right thing The Bank of Japan remaining on a more gradual path than its global counterparts