Economic Landscape Post-Inauguration

This chapter explores the economic situation one month after the inauguration, focusing on moderate stock market performance and concerns regarding tax cuts, tariffs, and inflation. It examines the Federal Reserve's hawkish stance and its implications for economic growth while analyzing the impact of proposed defense cuts on related stocks and sectors. The discussion also highlights the volatility in the cruise industry and the current trends among big box retailers, emphasizing the importance of risk management amid economic uncertainty.