As Washington edges closer to a government shutdown, contradictory signals in the US economy are keeping investors on edge, from a cooling labor market to resilient growth and consumption. Meanwhile, Trump’s tariffs remain unpredictable but markets seem largely unfazed. Mel Siew, Portfolio Manager for Asia Public Credit at Muzinich & Co, also examines how China’s Golden Week may reveal consumer strength, why EM and Asian credit are seeing strong inflows, and where opportunities are emerging in credit markets.

Produced/Presented: Ryan Huang