Bloomberg Daybreak: US Edition Daybreak Holiday: Trump's Second Term, Netflix, Fed
Jan 20, 2025
Wendy Schiller, Director at Brown University, shares insights on the challenges and strategies of a potential second Trump term, discussing immigration policies and political dynamics. Geetha Ranganathan, a Bloomberg Intelligence Media Analyst, dives into Netflix's financial health, highlighting subscriber growth and the impact of advertising on revenue. Stephen Flynn, a Senior Credit Analyst, provides an analysis of Netflix's credit profile and compares its low leverage in the industry. Together, they navigate the complexities of current economic uncertainties.
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Second Term Priorities
- Trump's second term may have smoother policy rollouts, learning from past stumbles like the travel ban.
- The administration will prioritize tax cuts and debt ceiling extension early on.
Legal Challenges and Staffing
- The Justice Department's staffing will significantly impact the administration's ability to defend executive orders.
- Opponents may have a head start in legal challenges depending on staff exodus and replacements.
Border Policy and Public Opinion
- Trump's border policy will likely restrict asylum seekers from staying in the US while claims are processed.
- This could lead to deportations, potentially including women and children, which might face public backlash.