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11min chapter
Analysis of US CPI and Trump's Cabinet Appointees
Bloomberg Surveillance
Navigating Investment Strategies in a Shifting Landscape
This chapter analyzes the effects of the new administration on investment strategies through a data-driven lens, addressing economic elements like nominal GDP and inflation. Key discussions include the Federal Reserve's monetary policy challenges, cautious outlooks on global trade, especially with China, and the discrepancies in valuations affecting institutional investors. It also highlights current market conditions, emphasizing the need for transparency and adaptive strategies amidst potential risks and downturns.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode