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13min chapter
A Look Ahead to the Fed & Trump 2.0
Bloomberg Surveillance
Economic Uncertainty and Market Dynamics under Trump II
This chapter analyzes the potential ramifications of a second Trump presidency on government policy and financial markets, focusing on regulatory approaches in areas like antitrust and cryptocurrencies. It explores the health of the equity market, particularly the S&P 500, and contrasts the performance of major tech companies with smaller firms while addressing inflationary pressures and fiscal challenges. The discussion also highlights the vital role of the Federal Reserve's apolitical stance in shaping market expectations amidst changing political landscapes.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode