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16min chapter
Trump, Tariffs and AI: The Stories Shaping Markets in 2025
Many Happy Returns
Federal Reserve Rate Perspectives
This chapter explores the potential for further interest rate cuts by the Federal Reserve and their implications for the stock market, particularly growth stocks. It examines the shift in market expectations following recent political developments and the evolving landscape of prediction markets regarding interest rate forecasts. Additionally, the discussion includes the impact of long-term rates on risk assets and the influence of presidential rhetoric on financial stability.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode