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In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.
In this episode:
1:15 – Equity market: Potential winners and losers
3:35 – Outlook for fixed income and bond yields
5:00 – Fiscal policy implications
6:30 – Deficits and the bond market
7:30 – Immigration’s impact on growth and inflation
10:15 – Tariffs and trade policy
13:10 – Geopolitical risk
15:30 – Fed policy in Trump 2.0
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Guests
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