US policy volatility is once again a central market driver. From renewed tariff escalation and trade disruption, to tensions in the Middle East and debates around US fiscal credibility, decisions made in Washington are reverberating across global capital markets.

In this keynote conversation, Charles Myers will unpack how US political dynamics are influencing market stability, cross-border capital flows and confidence in the US dollar. What do tariffs and trade fragmentation mean for inflation expectations and Treasury market resilience? How could geopolitical flashpoints alter risk sentiment and global investment flows?

A forward-looking assessment of the US political agenda- and the market regimes it may define in 2027.

With over 26 years advising US presidential, Senate and House campaigns- including Hillary Clinton and Joe Biden- Charles brings direct insight into the mechanics of US policymaking and electoral strategy. Combined with three decades of experience in global financial markets, he offers a rare bridge between Washington decision-making and capital markets impact.