361Firm March 18, 2025 Briefing "Impact of Policy Uncertainty" & 10:30am Meetup on Events (e.g. Riyadh, NY Credit/PE Summit)

The meeting discussed the impact of policy uncertainty on global markets, focusing on the Trump administration's aggressive policies, including tariffs, deregulation, and public sector reform. The uncertainty has led to increased recession risks, with JPMorgan, Goldman Sachs, and Ed Yard raising recession odds. Germany's defense spending increase and China's efforts to boost consumption were highlighted. The conversation also covered the potential for a market correction, the importance of infrastructure spending, and the geopolitical implications of conflicts in Ukraine and the Middle East. The discussion emphasized the need for cautious investment strategies and long-term planning. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest